Full-Time

Associate-Alternative Investments

Hybrid

Confirmed live in the last 24 hours

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Fintech
Financial Services

Entry

Newark, NJ, USA

This role is hybrid, requiring in-office presence.

Category
Asset Management
Investment Banking
Finance & Banking
Requirements
  • Bachelor’s degree in Accounting from a four year college or university preferred.
  • 1+ years’ experience in Investment Accounting a plus.
  • Working knowledge of Alternative investments
  • Foundational knowledge of Investment Accounting concepts and principles.
  • Ability to lead and motivate staff.
  • Strong analytical, critical thinking, and problem-solving skills.
  • Exceptional written, verbal and interpersonal communication talent.
  • Ability to organize and self-prioritize in a fast-paced work environment.
Responsibilities
  • Maintain client relationships by managing expectations while adhering to department standard operating procedures.
  • Analyze and review work to ensure completeness and accuracy of the investment accounting data.
  • Manage and complete new client initiatives and transition process.
  • Review and evaluate existing procedures and operations, but also make recommendations regarding process improvements.
  • Engage in additional learning offered by Broadridge to promote personal and professional development.
  • Monitor workflow and productivity to ensure deadlines are met accordingly.
  • Ability to work with system development to draft and design new functionality for the investment accounting platform.
  • Assist with fund audits where applicable by providing necessary support to third party auditors.
  • May perform other duties/responsibilities as needed or assigned.

Broadridge Financial Solutions offers technology-driven services for the financial services industry, focusing on processing and managing large volumes of financial transactions. They provide data management, analytics, and essential communications, helping clients track investments and comply with regulations. Unlike competitors, Broadridge has visibility into 95% of ETF assets and 90% of long-term mutual fund assets, enhancing client engagement. The company's goal is to be a vital partner for financial institutions, equipping them with the tools and insights needed for effective investment management.

Company Stage

IPO

Total Funding

$3.1B

Headquarters

New York City, New York

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Broadridge's strategic acquisitions, such as CompSci and AdvisorTarget, enhance its capabilities in SEC filings and digital marketing, respectively, positioning it for continued growth.
  • The integration with Transaction Network Services for global futures and options platforms reduces operational risks and simplifies market data management for clients.
  • Broadridge's extensive client base and handling of significant ETF and mutual fund assets provide a stable revenue stream and growth opportunities.

What critics are saying

  • The departure of key executives, such as the CFO, could lead to strategic misalignments and operational disruptions.
  • The highly competitive fintech landscape requires continuous innovation, and failure to keep pace could erode Broadridge's market share.

What makes Broadridge unique

  • Broadridge handles over $10 trillion in daily trading volume, making it a critical player in the financial markets with unmatched transaction processing capabilities.
  • Their comprehensive suite of services, including data management, analytics, and essential communications, provides end-to-end solutions for financial firms, unlike competitors who may offer more fragmented services.
  • Broadridge's focus on regulatory compliance and ESG performance monitoring sets it apart in helping clients navigate complex regulatory environments.

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