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Senior Business Analyst
Broadridge. Develop and adjust solicitation strategies using shareholder ownership data, vote status, and campaign results .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business analysis, campaign management, and client service delivery, with strong analytical skills in Excel and the Proxy Plus system. Capable of interpreting data to provide actionable recommendations while managing budgets and schedules effectively.
Highest-signal resume keywords
Business AnalysisCampaign ManagementExcel ProficiencyProxy Plus ExperienceClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business AnalysisCampaign ManagementData AnalysisBudget ManagementService Metrics Review
Soft Skills
Strong CommunicationRelationship BuildingProblem SolvingCollaborationIndependent Work
Tools & Technologies
ExcelProxy Plus
Industry Keywords
Shareholder Ownership DataSolicitation StrategiesClient Service DeliveryETF Proxy Campaigns
About the role
Key responsibilities & impact- Develop and adjust solicitation strategies using shareholder ownership data, vote status, and campaign results
- Monitor campaign progress, recommend next steps, and coordinate solicitation activities with the lead PM and operational teams
- Use Excel and the mainframe-based Proxy Plus system to analyze data, track results, and prepare campaign reporting
- Participate in regular client calls regarding campaign status, planned activities, risks, and recommended changes
- Monitor costs and manage solicitation activity against the campaign budget
- Identify and escalate potential cost or schedule issues
- Help ensure client requirements are understood and contracted service levels and performance measures are monitored and met
- Review service metrics and reporting
- Resolve complex issues through analysis and sound judgment
- Serve as a resource to less-experienced colleagues
Requirements
What you’ll need- In-depth experience in business analysis, client service delivery, campaign management, or a related area
- Strong Excel and analytical skills
- Ability to interpret multiple data sources and translate findings into practical recommendations
- Experience managing work against schedules, budgets, service commitments, and client expectations
- Strong communication and relationship-building skills
- Ability to explain complex findings and build consensus with clients and internal teams
- Ability to work independently, apply best practices, and collaborate across project and operational teams
- Experience with fund or ETF proxy campaigns and Proxy Plus is relevant to the role
Benefits
Comp & perks- Bonus eligible
- Comprehensive benefit offerings
- Paid sick leave for Colorado employees
- Other legally required benefits, as applicable
- Reasonable accommodations during the application and hiring process