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 and we are excited to be expanding! We are seeking a Senior Loan Trading and Application Support Analyst to join our Portfolio Management and Loan Management Client Service team. You will be responsible for trade and application support for clients. You will build and maintain client relationships while working diligently to increase client satisfaction while acting as a liaison with our different departments. We are seeking someone who is excited to grow and learn within our department.
We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work from home.

Responsibilities:

• Provide technical trade and application support for portfolio management and loan management inquiries for clients in our cloud-based proprietary software.
• Research front-to-back office issues and questions pertaining to trade entries, order management, research manager, private debt, accounting, financial reporting, portfolio performance, compliance, data feeds, and reconciliations with the appropriate level of urgency and communication.
• Ensure an excellent client experience by providing proactive, timely, and effective communication regarding the impact, status, and next steps of the issues reported.
• Act as a liaison between the client and internal departments in facilitating issue resolution and/or software delivery.
• Prioritize multiple client inquiries with different SLAs in a fast-paced environment.
• Troubleshoot CLO economics within our proprietary software while multitasking other client inquiries by priority level.
• Escalate issues internally with the appropriate level of urgency to meet client deadlines.
• Jira sprint management prioritization and internal process improvements.

Qualifications

• 3-5 years of professional work experience with a degree in finance, accounting, analytics, technology, or related field
• A passion for client service and technology
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Ability to navigate various levels in conversation with client Analysts to Senior Management on the business side and tech side
• Proficiency in Microsoft Office Suite and the ability to work in a collaborative environment
• Experience with Salesforce, Jira, ITSM, and Confluence is a plus

Preferred:

• Familiar with SaaS portfolio management products and internal operations
• Knowledge of SQL and level 3 dev support
• Experience with a Fintech support, BPO, or similar role within Private debt
• Perform duties as an analytical extrovert
• Ability to connect and build relationships internally and externally quickly

Salary range: $25.00 - $30.00 per hour. Bonus Eligible.
Broadridge considers various factors when evaluating a candidate’s final salary including, but not limited to, relevant experience, skills, and education.
Please visit
www.broadridgebenefits.com for more information on our comprehensive benefit offerings

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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.
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

• Provide technical trade and application support for portfolio management and loan management inquiries for clients in our cloud-based proprietary software.
• Research front-to-back office issues and questions pertaining to trade entries, order management, research manager, private debt, accounting, financial reporting, portfolio performance, compliance, data feeds, and reconciliations with the appropriate level of urgency and communication.
• Ensure an excellent client experience by providing proactive, timely, and effective communication regarding the impact, status, and next steps of the issues reported.
• Act as a liaison between the client and internal departments in facilitating issue resolution and/or software delivery.
• Prioritize multiple client inquiries with different SLAs in a fast-paced environment.
• Troubleshoot CLO economics within our proprietary software while multitasking other client inquiries by priority level.
• Escalate issues internally with the appropriate level of urgency to meet client deadlines.
• Jira sprint management prioritization and internal process improvements