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Business Consultant
| Company | Broadridge |
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| Location | New York, NY, USA |
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| Salary | $90000 – $100000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- Bachelor’s degree in Finance, Business, Information Technology, or related field.
- 2–5 years of experience in software implementation, project management, or a related role, preferably in the investment management or financial services industry.
- Familiarity with investment management concepts, including portfolio management, trading, accounting, and reporting.
- Strong technical skills, including knowledge of database structures, data integration, and APIs.
- Proficiency in tools like SQL, Excel, and workflow visualization software (e.g., Visio).
- Excellent communication, interpersonal, and client-facing skills.
- Ability to manage multiple projects and deadlines in a fast-paced environment.
Responsibilities
- Engage with clients to gather business case requirements
- Translate business requirements into technical documentation
- Manage project timelines and budgets to ensure efficient and timely delivery to clients
- Lead training sessions on system functionality to relevant client users
- Facilitate user acceptance testing (UAT) with clients
- Communicate client feedback to relevant teams internally to identify potential product enhancements
- Work with internal teams to identify areas for process improvement
Preferred Qualifications
- Experience working with investment management software (e.g., Charles River, Eze, or other similar platforms).
- Project management certification (e.g., PMP, ScrumMaster) is a plus
- Knowledge of financial regulations and reporting standards.
