Sr. PDM Analyst (Hybrid - Flexible Options)

Broadridge•Edgewood, NY

9d•Hybrid

About The Position

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. Broadridge is Growing! We are seeking a Sr. PDM Analyst to join a stellar team. Sr. PDM Analyst develops, implements and evaluates processes ensuring business goals and cost requirements are met. Monitors, assesses and ensures high levels of productivity and delivery to achieve planned ROI. Works with software and internet applications including performance issues, maintenance, system resources, and service and support internet sites. Provides outsourced operational/transactional business process support for clients. Ensures quality service and operational performance within the parameters of both the client needs and contract. This role supports Broadridge’s Post Sale regulatory document management and fulfillment products, including the processing, maintenance, web presentment, and print fulfillment of prospectuses and related regulatory documents across multiple investment product types.

Requirements

3–5 years of experience supporting post-sale fulfillment operations within the financial services industry, including regulatory document processing, document fulfillment, web presentment, client support, or related operational functions.
Understanding of regulatory document management and fulfillment processes supporting mutual funds, ETFs, ETNs, UITs, corporate bonds, municipal bonds, structured products, and other investment securities.
Strong communication, organizational, analytical, and problem-solving skills, with the ability to manage competing priorities, perform detailed analysis, identify process improvement opportunities, and effectively communicate with clients, business partners, and technology teams.
Ability to understand, document, and explain end-to-end operational workflows and system dependencies.
Ability to identify risks, ask effective questions, and escalate issues appropriately.
Experience developing business requirements, process documentation, standard operating procedures (SOPs), training guides, and process maps, along with supporting User Acceptance Testing (UAT), including test planning, execution, defect identification, results validation, and coordination with technology teams.
Ability to provide functional guidance and subject matter expertise to team members.
Strong collaboration and partnership skills with experience working across Operations, Product, Technology, Client Services, and other cross-functional teams.
Off-hour engagement when required.

Responsibilities

Support for routine "back office" processes, data entry, order and application processing, document verification, accounting support and preparing mailings.
Decision making is tightly controlled and defined at lower job levels while greater latitude is permitted at higher levels, all the while focused on efficient processing of high-volume transaction-oriented assignments.
Performs clerical or administrative work.
Uses administrative, data organizing and coordination skills to complete work.
Performs duties according to established procedures.
Has developed expertise in a variety of work processes or activities typically developed through a combination of job-related training and considerable on-the-job experience.
Typically acts as a lead, coordinating the work of others  but not a supervisor.
Works autonomously within established procedures and practices.
Gathers and analyzes data to identify and solve problems that arise with little or no precedent.
Suggests improvements to existing processes and solutions to improve the efficiency of the team.
Evaluates and communicates technical content in a clear manner.
Processing, maintenance, web presentment, and print fulfillment of prospectuses and related regulatory documents across multiple investment product types.