Full-Time

Financial Analyst

Hybrid, Flexible Options

Posted on 11/21/2024

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Fintech
Financial Services

Compensation Overview

$65k - $80kAnnually

+ Bonus Eligible

Entry, Junior

Phoenix, AZ, USA + 1 more

More locations: Denver, CO, USA

Hybrid role with in-office requirements.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Word/Pages/Docs
Oracle
Excel/Numbers/Sheets
Requirements
  • Bachelors degree in finance, Accounting or related area.
  • 2+ years’ experience in financial/cost analysis.
  • Self-starter who can work on multiple projects with minimal direct supervision.
  • Strong technology and data mining skills are critical, particularly expertise with Microsoft Excel and Word. High level of proficiency in Access and Oracle is a plus.
  • Ability to prioritize tasks and work under pressure.
  • Demonstrated project management skills.
  • Ability to effectively connect with senior management on a one on one basis.
  • Excellent organizational, oral and written communication skills.
Responsibilities
  • Perform Daily fund accounting responsibilities, including trade error analysis, fund performance, analysis. Provide support to internal and external auditors
  • Reconciling Cash, Capital and underlying asset positions.
  • Assist in creation of annual fund financial statements
  • Support daily fund operations from trading to accounting. Demonstrate a solid understanding of accounting principles and internal controls
  • Maintain and develop internal controls.
  • Produce reports and ad hoc analysis for management
  • Evaluate processes and drive efficiencies using critical thinking skills
  • General understanding of relational database structures and standardized querying languages

Broadridge Financial Solutions provides technology-driven services for the financial services industry, focusing on processing and managing large volumes of financial transactions. They help clients, including financial firms and corporations, track investments and ensure compliance with regulations through data management, analytics, and client communications. Broadridge stands out by offering visibility into a significant portion of ETF and mutual fund assets and generating revenue through subscription services and transaction fees. Their goal is to equip financial institutions with the tools and insights needed to manage investments effectively and enhance client communication.

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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