Sr. Business Analyst, NLI Proxy Services

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 searching for a Sr. Business Analyst – NLI Proxy Services to join our team. In this role, you’ll be an advocate for our alternative investment clients, supporting campaign strategies and enhancing their Broadridge experience. You will work cross-functionally with internal key stakeholders to strengthen client engagement, ensure delivery of impactful solutions, and support overall retention and growth.

Key Responsibilities:

Campaign Management:

• Collaborate with internal stakeholders to define campaign roadmaps—detailing solicitation windows, required services (e.g., social media, call center, print), budgets, and timelines.

Operational & Strategic Campaign Leadership:

• Monitor timelines, escalate issues, and help strategize for successful outcomes; liaison between client-facing team and call center

​Project Management:

• Maintain a client communication schedule to ensure all deliverables are met in a timely manner

Data Reporting & Vendor Collaboration:

• Partner with internal analytics teams and external vendors to ensure accurate, actionable campaign reporting and continued alignment across operations
• Coordinate the distribution of shareholder communications and prepare for virtual annual meetings
• Interface with internal Broadridge departments to ensure success

Client Retention & Growth:

• Develop and strengthen relationships with key clients through active engagement and a high level of service. This role will provide visibility and client-facing opportunities designed to build trust and credibility leading to the ongoing retention and growth of those relationships

Minimum Qualifications

• Bachelor’s degree in Business Administration, Finance, or related discipline required
• Minimum 5 years’ experience in alternative investments, asset management, or financial services industry, preferably in a client-facing or sales support leadership capacity.
• Demonstrated expertise in relationship management and campaign/project planning
• Outstanding communication and presentation skills, comfortable addressing executive-level stakeholders—both internal and external.
• Proficiency in Word, Excel, PowerPoint, and CRM/project management systems.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to travel for client meetings and represent Broadridge at industry events as needed.

​ Compensation Range: The salary range for this position is between $105,000.00 - $115,000.00

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.

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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.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.