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Asset Management Implementation Analyst (Hybrid- Newark, NJ, NYC or Edgewood, NY)

Broadridge Financial Solutions

We are seeking an Implementation Analyst responsible for requirements gathering, implementation of the SentryPM solution, configuration of its modules, and conducting client training. Responsibilities Manage the implementation of SentryPM (Order Management, Portfolio Management, Direct Lending, Data Warehouse and Reporting) on behalf of clients. Work as part of a team responsible for end‑to‑end project delivery, including requirements gathering, defining scope, crafting and executing a project plan, identifying risks and dependencies, and aligning internal and client expectations throughout the project lifecycle. Conduct and manage client on‑site meetings, workflow walkthroughs, and technical trainings. Document client‑specific customizations and assist with training the internal support team on client‑specific workflows. Potentially lead multiple projects simultaneously while meeting the expected budget and deadlines. Provide clients with consulting advice based on technological considerations and industry best practices. Collaborate effectively with various internal teams on client projects and company‑wide initiatives. Qualifications Desire to be part of a dynamic financial services environment specializing in asset management, primarily fixed income and related products. Software implementation experience is a plus. Excellent interpersonal, verbal, and written communication skills. Education or implementation experience in loan processing, portfolio management, loan agenting, or multi‑asset class trading environments is a plus. Knowledge of project management methodologies, with the ability to identify and mitigate project risks. Experience with JIRA, Salesforce, and SQL, including writing queries to pull and analyze data, is a plus. Experience incorporating AI‑driven tools or solutions to improve onboarding processes and drive efficiency is a plus. Demonstrated ability to manage multiple tasks simultaneously while working under pressure and meeting competing deadlines. Comfortable operating in a dynamic, fast‑growing team environment, with the ability to be self‑sufficient and maintain a can‑do attitude. Strong analytical, problem‑solving, and decision‑making skills. Self‑motivated, driven, and adaptable to change in a dynamic environment. BS/BA in Business, Finance, Computer Science, or a related field. Compensation and Benefits Salary range: $90,000 – $95,000. Bonus eligible. Employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits. Use of AI in Hiring Broadridge may use AI‑based tools to help review and evaluate applications. These tools support recruiters and hiring managers, but all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Equal Employment Opportunity 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 laws. Disability Assistance Broadridge recognizes the importance of an inclusive environment and offers reasonable accommodations during the application and hiring process. Applicants who need assistance can contact View phone number on click.appcast.io or send an email to View email address on click.appcast.io. #J-18808-Ljbffr Broadridge Financial Solutions

Vacancy posted 4 days ago
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