Lead Business Analyst (Hybrid)

Broadridge•New York, NY

3d•Hybrid

About The Position

Broadridge is hiring a Lead Business Analyst to help financial services clients transform their businesses, operations, and technology. The role uses analytical expertise and a consultative mindset to turn complex challenges into practical solutions, leading initiatives from discovery through implementation. This is a hybrid role requiring work in the office twice a week.

Requirements

Experience working at or consulting for broker-dealers, institutional asset managers, wealth managers, financial market utilities such as clearing corporations, or comparable financial services organizations.
Advisory experience with an established consulting firm.
Strong analytical and structured problem-solving skills, with the ability to translate business needs into actionable recommendations.
Ability to collaborate across business and technology teams and communicate complex information clearly.
Experience prompting advanced generative AI models to produce client-ready deliverables, proposals, and other business content.

Nice To Haves

Experience developing reusable AI agent instructions, Markdown-based workflows, or recipes to produce recurring, multistep outputs.
Experience configuring Model Context Protocol (MCP), command-line interfaces (CLIs), or equivalent integrations that enable AI agents to interact with tools and external systems.
Technical data skills such as SQL, Python, ETL/ELT frameworks, cloud data platforms such as Snowflake or Databricks, data modeling, or ontology development.
Financial modeling skills.

Responsibilities

Partner with clients to understand business objectives, assess current-state processes, and define requirements for transformation initiatives.
Develop client proposals and solution recommendations aligned with business needs and Broadridge products, outsourced services, tools, and methodologies.
Guide projects from discovery and requirements definition through solution design, implementation, and delivery.
Analyze business processes, evaluate potential solutions, and recommend improvements using structured problem-solving methods and sound judgment.
Apply financial services industry knowledge and understanding of key business drivers to develop practical, client-focused recommendations.
Collaborate with client stakeholders, business teams, and technical specialists to support alignment and successful implementation.
Provide project and technical guidance to team members, share expertise, and support colleagues’ development.
Communicate complex business and technical information clearly to a range of audiences.
Use generative AI tools to support development of client-ready deliverables, proposals, and other content, validating outputs for accuracy and quality.
Maintain high quality standards and follow applicable policies, procedures, and project delivery guidelines.