Mutual Fund Data Analyst (JR1013810) - Contract

  • 717 17th Street, Denver, CO
  • Full-time

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. Broadridge employs over 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at to learn more.

Job Description

Broadridge is growing! We are seeking a new Mutual Fund Data Analyst. In this role, you will serve as the primary liaison between Broadridge and our clients during the contract renewal (15c) process, and build ad hoc requests as needed. Your work deeply influences our corporate reputation as the top tier third-party provider of fiduciary reports in the mutual fund industry. You will communicate our methodology to clients as well as act as project manager to ensure reports are crafted accurately and on-time.

This is a long term temporary contract role

General Responsibilities:

  • You will supply specialized analysis of funds and fund advice to corporate and/or institutional clients in assessment of performance of a fund manager, specifically related to Section 15(c) of the Investment Company Act of 1940
  • Performs due diligence, statistical analysis and documentation in support of 15(c) client needs
  • You'll implement and explain Broadridge’s 15(c) methodology to both internal and external partners
  • Assists all phases of production and packaging of 15(c) materials
  • You will serve as the primary contact for all internal and external inquires related to client projects
  • Perform quality control checks on completed projects, as needed

Key Competencies

  • Ability to run projects with flexibility to handle frequently changing deadlines
  • Strong written and oral interpersonal skills
  • Thrives in a rapidly changing environment
  • Willing and able to work with a team
  • Excel, Word, InDesign, PowerPoint, Acrobat experience preferred
  • Presentation skills preferred
  • Statistical skills
  • Detail-oriented
  • Critical thinking and analytical skills, i.e. the ability to make decisions and assess risk
  • Highly organized
  • Able to build and maintain positive relationships both internally and with clients

Experience required

  • College degree required
  • Mutual fund or finance industry experience preferred
  • Proven successful project management skills
  • Ability to combine information from various sources

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 protected status. "Our Associates Matter. Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth." US applicants: Click here to view the "EEO is the Law" poster.
Privacy Policy