Implementation Analyst

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.

We are seeking an Implementation Analyst to join our team. In this role, you will be responsible for requirements gathering, implementation of the SentryPM solution, configuration of its modules, and conducting client training.

This opportunity is ideal for someone with a background and interest in investment management and/or loan processing, along with a strong understanding of back-office terminology and operational requirements, particularly for private credit funds, loans, and bank debt.

Responsibilities

• Manage the implementation of SentryPM solutions, including Order Management, Portfolio Management, Direct Lending, Data Warehouse, and Reporting, on behalf of clients.
• Support end-to-end project delivery, including requirements gathering, defining scope, building and executing project plans, identifying risks and dependencies, and aligning internal and client expectations throughout the project lifecycle.
• Conduct and manage client on-site meetings, workflow sessions, and technical training.
• Document client-specific customizations and assist with training internal Support teams on client-specific workflows.
• Lead multiple projects simultaneously while meeting expected budgets and deadlines.
• Provide clients with consulting advice based on technological considerations and industry best practices.
• Collaborate effectively with various internal teams on client projects and company-wide initiatives.

Qualifications

• 2-3 years of software implementation experience, including data migrations and integrations.
• Knowledge of project management methodologies, with the ability to identify and mitigate project risks.
• Experience in loan processing, portfolio management, loan agenting, or multi-asset class trading environments is highly desirable.
• Experience with JIRA, Salesforce, and SQL, including writing queries to pull and analyze data, is a plus.
• Experience incorporating AI-driven tools or solutions to improve onboarding processes and drive efficiency.
• Demonstrated ability to manage multiple tasks simultaneously while working under pressure and meeting competing deadlines.
• Strong analytical, problem-solving, and decision-making skills.
• Self-motivated, adaptable, and comfortable working in a dynamic, fast-growing team environment.
• BS/BA in Business, Finance, Computer Science, or a related field.

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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates 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 everyone’s unique perspective. 

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.