Conversion Specialist- Purchase & Sales (Contract)

  • 283 Market St, Newark, NJ 07102, USA
  • Contract

Company Description

Broadridge, a global fintech leader with over $4 billion in revenue, provides communications, technology, data, and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency, and generating revenue growth.

Job Description

Are you looking for an exciting opportunity? Broadridge is hiring! We’re seeking a Senior Conversion Specialist that can support BPS functions specifically in Purchase and Sales. You will have the opportunity to partner with Broadridge’s top tier clients while working with a stellar team.


  • Work with new Broadridge client to define system solutions. Prepare workflows, perform gap analysis, define business requirements, create development specifications, create /execute test scripts, prepare training materials, conduct training sessions, and write conversion data mapping documents.
  • Responsible for the definition and documentation of requirements relating to assigned P&S products and services with adherence to documentation rules and formats. Define acceptance criteria including detailed balancing and checkout procedures to be applied during the testing phase to ensure that requirements were accurately and completely adhered to in the development phase. 
  • Ensure that requirements are defined so as to result in fully and accurately functioning systems and products that adhere to all reporting rules and client requirements based on user-friendly functionality that meets or exceeds client expectations.
  • Stay abreast of latest industry changes, and work with clients, vendors and industry groups to define service solutions in relation to assigned products and services.
  • Stay abreast of latest Broadridge development, bulletins and changes affecting the P&S products
  • Efficiently manage time and priorities.
  • Partner with technology, operations, client services, QA and product teams to successfully fulfill business requirements that satisfy Broadridge and client objectives.
  • Develop testing strategies and plans, perform test execution, manage defect management, and develop implementation plan for their specific area.
  • Professional well-spoken individual with excellent writing skills and a proven track record in building client relationship, and ability to work under tight timeframes.
  • Periodic travel may be required (10%)


  • 5+ years’ experience in brokerage processing, trade processing and brokerage industry.  
  • Your experience must be related to working in the Purchase and Sales (P&S) department. BPS specific expertise is a plus. 
  • Ability to support: OPTA, OCLU, OAES, Blue Sheet Reporting, INSITE reporting, LOPR, MSRB, 871(m) application. Blotter Code set-ups, Trade Balancing system set up. Confirms and Statements set up
  • Knowledge of Multiple Product lines I.e. Equities, Fixed Income, Options and Mutual Funds.
  • Experience with P&S Ascendis a plus.
  • Strong analytical and problem solving skills, with the ability to analyze situations and issues and develop and implement sound solutions
  • Strong interpersonal and relationship building skills
  • Familiarity with brokerage industry processes
  • Ability to maintain confidentiality and handle sensitive issues with tact and professionalism
  • Ability to effectively communicate with managers and peers, clearly expressing ideas and concepts both verbally and in writing to address issues and facilitate interactions
  • Participate in fostering a positive team environment that gives way to collaboration and unified goals
  • Ability to handle multiple job duties in a fast paced environment;
  • Foster company success through a professional appearance, being courteous to customers and all associates and by having a positive attitude.
  • Intermediate level proficiency with Microsoft Word, Excel, and Outlook.

Additional Information

Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. Click here to view the "EEO is the Law" poster.

“Our Associate Matter, Everyone Benefits from Diversity & Inclusion, Diverse & Inclusive Teams Drive Growth.”


Privacy Policy