Business Analyst, Brokerage and Operations

Broadridge

. Elicit and document client requirements through meetings, onsite visits, workshops, interviews, document analysis, and data analysis .

Posted 9/25/2026full-timeRemote • United StatesSeniorLead💰 $70 - $80 per hourWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Elicit and document client requirements through meetings, onsite visits, workshops, interviews, document analysis, and data analysis
Author, present, and finalize solution artefacts including file and database layouts, sample-data illustrations, screens, diagrams, use cases, and business and system flows
Plan, resource, and collaborate with internal and external functional groups throughout the conversion lifecycle
Understand baseline products, modules, underlying data models, functional and technical interdependencies, and configuration methods
Conduct joint reviews of use cases, user stories, scenarios, and workflow diagrams to align client solutions with BRACS baseline products
Support Project Managers with project scope, client relationship management, work estimation, resource allocation, and task prioritization
Partner with Business Analysts, Client Service Managers, Product Specialists, and Developers to complete solution documentation and communicate solutions to clients
Translate business requirements into functional specifications for technical product development and configuration
Develop SQL scripts and other tools for data analysis, QA, defect resolution, functional requirements, and system configurations
Progress project tasks through JIRA
Conduct external client training on delivered solutions
Triage and analyze UAT and production support issues and requests, reviewing documentation and JIRA history and coordinating with BRACS teams
Facilitate requirements, deployment support, and project oversight at client sites as needed

Requirements

What you’ll need

10+ years of experience in brokerage operations
History of working in the finance technology data services and wealth platform industry
Strong analytical skills, including data analysis, data relationship modeling and mapping
SQL skills preferred
Experience working on software projects with software engineers, technical groups, QA testers, sales personnel, customer support, and client management
Ability to write business and functional requirements for software development
Ability to liaise between business and management units, technology teams, and operational support teams
Experience navigating across departments within a Business Unit and across divisions within the broader corporate structure
Some travel to client sites may be required

Benefits

Comp & perks

Remote work off-site
Limited travel for team learning and collaboration meetings
Equal employment opportunities
Reasonable accommodations during the application and/or hiring process