Conversions BA / SME (Hybrid - Flexible Options)

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge is seeking a tenacious & proactive Conversions BA to join our growing UK team that works closely with clients to implement our strategic SaaS Corporate Actions & Income Processing application and its associated platform components across the Americas and in Europe. 

Do you have a strong Asset Servicing background and a proven record of collaborating effectively with clients & multiple teams to deliver outstanding results?  Are you able to drive clients to onboard swiftly and efficiently with demonstrable experience of improving both process & results?  We'd love to hear from you!

The Conversions BA will be responsible for

• User Testing Management & Reporting – working with clients to triage issues and to accurately track, report and expedite all phases of testing, challenging clients on change vs defect and ensuring development activity is focused on the essential issues for the priority milestones.  Working with clients to have clean and accurate data on test execution progress and issue tirage & delivery.
• Training – quickly absorbing our industry leading APIs and product functionality to enable you to run client training sessions which includes the preparation of material, plans for delivery, and hands-on product demonstrations & training.
• Data Integration / Configuration Definition – working with our clients to define upstream and downstream data integration mapping, and suitable product configurations to support the client’s business.
• Migration/Conversion – supporting the Implementation Manager in the definition of the conversion strategy and the execution runbook.  Assisting on mock conversions and final go-live, ensuring any issues from the mocks are reported and tracked to completion in good time for subsequent mock runs.
• Production Compare - participating in all phases of the reconciliation work to compare legacy output to BR’s solution for the same inputs using BDC (BR Data Control). Prioritising & driving improvements to match rates via new rule definitions and daily reporting both internally and to clients.
• Production Readiness – supporting the Implementation Manager by completing  checklist activities and collaborating with internal and client stakeholders to ensure projects are successfully implemented on time and transition successfully into BAU.
• Collaboration – working closely with internal teams on delivery of conversions activities, and providing mentoring/guidance to junior members of the team.
• Travel – ability to travel to client site where required to support facilitate workshops, deliver conversion activities to support project implementations.

Qualifications

• 3 years experience as a conversions/implementation consultant, working on SaaS project delivery to Wealth or Capital Markets organisations.
• Demonstratable critical thinking and of proactively driving successful conclusions.
• Client facing, and able to build good working relationships with clients whilst being strong enough to defend BR’s position.
• Experience of large scale projects and solid understanding of the full project lifecycle and Governance.
• Excellent attention to detail to enable accurate reporting.
• Ability to handle multiple work streams and assignments simultaneously.
• Ability to understand and challenge the detail.
• Data analysis including use of SQL & Excel.

Desirable Experience

• Asset Servicing platforms (either in-house or vendor solutions) in a Wealth Management, Investment Banking, or other financial environment.
• Subject matter expertise in all areas of Asset Servicing including Dividends, Coupons, Tax and Corporate Actions (Mandatory & Elective) announcements and processing.
• A thorough understanding of the Asset Servicing lifecycle and components including:
• o Event capture (multi-source)
• o Data quality / data cleansing
• o Position and Transaction types
• o Entitlement processing including trade generation and resulting ledgers
• o Integration with US Market Participants (eg BoNY and DTCC)
• Product knowledge covering Equities and Fixed Income
• Previous experience at Broadridge or with Broadridge products such as Astrid, BPS, Impact, IPE/Gloss or ICS’ Notifications.
• Reconciliations experience, ideally with BR’s Data Control.
• Experience of working in an agile environment with JIRA.

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Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.
We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates diversity in all its dimensions.