Implementation Analyst

  • 5847 San Felipe St, Houston, TX
  • Full-time

Company Description

Broadridge Financial Solutions, Inc. (BR), a $4 billion global Fintech leader and a part of the S&P 500® Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry and employs over 11,000 associates in 18 countries. For more information about Broadridge, please visit

Job Description



• Handling the implementation of SentryPM (Order Management, Portfolio Management, Direct Lending, Data Warehouse and Reporting) on behalf of clients. • End-to-end project delivery - requirements gathering, defining the scope, crafting and executing a project plan, identifying risks and dependencies, and aligning internal and client expectations throughout the life cycle of the project. • Providing accurate project estimates and consistently meeting dedications with a specific focus on quality and delivery efficiency. • Conduct and lead client on-site meetings, workflow, and technical trainings. • You will document client-specific customizations and assisting with training the internal Support team on client-specific workflows. • Lead multiple projects simultaneously while meeting the expected budget and deadlines. • Provide clients with consulting advice based upon technological considerations and industry best practices. • Effectively and expertly working with various internal teams on client projects and companywide initiatives.



BS/BA in Business, Finance, Computer Science or a related field.
Experience Required
• Over 5 years of service experience within the Financial Services Industry (buy-side).
• Software Implementation experience a plus
• Excellent and effective social skills, along with good communication skills both verbal and
written. Client facing experience required.
• Loan Processing / Portfolio Management implementation experience in multi-asset class
trading environments.
• Knowledge of project management methodologies and the ability to identify project risks a
• Proven ability to work on multiple tasks simultaneously
• At ease operating in a dynamic, fast-growing team, able to be self-sufficient with a can-do
• Strong analytical and problem solving / decision-making skills.
• Proactive, driven, and open to adapting to change within a dynamic environment.

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.
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