Financial Analyst - Hybrid, NYC, Newark, NJ, Edgewood, NY
About the job
- 1–3 years of experience in finance, financial planning and analysis, or business partnership roles, preferably supporting technology, infrastructure, or corporate functions.
- Familiarity with artificial intelligence tools and analytics techniques to improve financial analysis, forecasting, reporting, and decision support.
- Experience with budgeting, forecasting, financial modeling, and variance analysis.
- Understanding of technology infrastructure cost structures, including data center, software, hardware, telecommunications, and labor-related expenses.
- Experience supporting both operating expense and capital expenditure planning.
- Strong Microsoft Excel and financial systems skills.
- A bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
- Ability to present financial insights to non-finance stakeholders and senior leaders.
- Ability to manage multiple priorities in a fast-paced environment.
- Serve as a supporting finance business partner to the Corporate Technology Infrastructure leadership team.
- Support annual planning, quarterly forecasting, and monthly close processes for infrastructure-related operating and capital expenses.
- Leverage artificial intelligence tools and analytics to enhance financial planning, forecasting, and reporting.
- Develop and maintain financial models to support budgeting, data center strategy, cost allocation, depreciation and amortization impacts, and investment decisions.
- Provide variance analysis and identify key cost drivers across infrastructure categories such as hardware, software, data center services, infrastructure labor, and managed services.
- Partner with technology leaders to evaluate business cases for infrastructure investments, optimization initiatives, and transformation programs.
- Track and report financial performance against budget, forecast, and strategic targets, highlighting risks and opportunities.
- Support capitalization analysis for eligible technology investments and ensure alignment with accounting policies.
- Improve financial transparency through dashboards, reporting packages, and key performance indicator development.
- Collaborate with Accounting, Procurement, Financial Planning and Analysis, and Technology teams to ensure accurate accruals, vendor spend tracking, and contract visibility.
- Drive process improvements in planning, reporting, and financial governance for technology infrastructure spend.
- Support ad hoc analysis for senior leadership, including scenario modeling, cost optimization opportunities, and long-range planning.
- Experience supporting technology, infrastructure, or corporate functions.
- Experience with IBM TM1, Anaplan, Workday, or Power BI.
About the company
Broadridge provides essential financial services infrastructure that powers the global markets by handling high-volume communications, proxy voting, investor communications, and trade processing for public companies, investors, and financial institutions. Its platforms deliver secure, regulated software and services that automate and manage complex financial workflows in wealth management, data services, and trading. It stands apart as an independent company with roots in ADP and a broad, end-to-end suite of capabilities—from governance and communications to trading support and data—that has grown through acquisitions. The company’s goal is to be the backbone of financial services, enabling governance, trading, asset management, and investor communications at scale, while expanding into data, digital assets, and AI-enabled solutions.
Company Size
10,001+
Company Stage
IPO
Headquarters
Town of North Hempstead, New York
Founded
1962
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Simplify's Take
What believers are saying
- Fiscal 2026 recurring revenue grew 8%, adjusted EPS rose 12%, and free cash flow hit 110%.
- September 2026 Korea Securities Depository MOU opens cross-border proxy modernization across a major Asian market.
- Broadridge added Boaz Lahovitsky and Theo Golden, accelerating wealth-management and tokenized-product expansion in 2026.
What critics are saying
- Tokenization adoption stalls, leaving DLX underutilized after September 2026 launch and June platform expansions.
- BlackRock, Fidelity, and established custodians compress pricing on wealth and digital-asset infrastructure by 2027.
- Broadridge's proxy franchise faces disintermediation if issuers and depositories bypass intermediaries through direct digital voting.
What makes Broadridge unique
- Broadridge processes governance and communications across trillions, embedding deeply into regulated market plumbing.
- Its ProxyVote and on-chain governance span traditional and tokenized securities across blockchains.
- DLX links issuance, settlement, custody, and distribution through one institutional tokenization operating layer.
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Benefits
Remote Work Options
Hybrid Work Options
Flexible Work Hours
Growth & Insights and Company News
6 month growth
↓ -4%1 year growth
↓ -4%2 year growth
↓ -4%Broadridge appoints Theo Golden as Head of Tokenized Product, International. * People Moves * 29.09.2026 10:57 am Broadridge, today announced the appointment of Theo Golden, CFA as Head of Tokenized Product, International, a newly created role. Golden will lead tokenized product development across Broadridge's international markets, helping global clients adopt compliant, interoperable digital asset solutions at scale. "Tokenization is moving mainstream, and clients need infrastructure that can make tokenized products work compliantly at scale," said Mark Nichols, Co-President, Digital Assets, Broadridge. "Theo combines deep experience in traditional finance with a proven ability to build first-of-its-kind tokenized products in a regulated environment. His client perspective and product expertise will be instrumental as we extend Broadridge's digital asset leadership to international markets." Golden will focus on designing, building and bringing to market tokenized products across capital markets, funds and tokenized assets. He will also support Corporate Development with mergers and acquisitions and strategic venture investment activity in digital assets. "I am excited to join Broadridge at a pivotal time for tokenization," said Theo Golden, CFA, Head of Tokenized Product, International, Broadridge. "Global markets are moving quickly as frameworks for tokenized funds and securities evolve. Broadridge is exceptionally well positioned to deliver the trusted, resilient and interoperable infrastructure clients need to move from experimentation to real-world adoption. I look forward to helping build solutions that address tangible client needs and unlock the promise of global, 24/7 market rails." Golden joins Broadridge from Baillie Gifford, where he served as Head of Digital Assets and built the firm's digital asset capability from the ground up. He designed its digital asset strategy, operating model and key external relationships, and launched Baillie Gifford Enhanced Yield (BAGEY), the United Kingdom's first fully native tokenized fund. Issued on Ethereum and Solana, BAGEY uses on-chain books and records as the legal source of truth while maintaining investor protections, governance and ownership rights. Prior to leading digital assets, Golden co-managed Baillie Gifford's Strategic Bond Fund and worked as a multi-asset investment analyst. A CFA charterholder, he brings direct buy-side portfolio management experience and an understanding of the operational friction investors face across dealing, settlement, servicing and reporting. Earlier in his career, he worked in journalism at Business Insider, Bloomberg and Acuris. Golden's appointment supports Broadridge's next phase of digital asset innovation, extending its expertise beyond repo into funds, assets, capital markets and trading for clients worldwide. Based in London, he reports to Nichols and will work closely with Germán Soto Sanchez, Co-President and Chief Product Officer, Digital Assets; Horacio Barakat, Head of Digital Innovation; Seha Islam, General Manager for Digital Asset Platform and On-chain Governance; Mike Sleightholme, President, International and Asset Management; and teams across Broadridge's platform pillars, business units and engineering organization.
Broadridge and Korea Securities Depository sign MOU to support modernization of proxy voting for international investors holding Korean equities. Sep 28, 2026, 16:15 ET Collaboration reflects shared intention to support a more efficient, transparent and globally competitive Korean capital market NEW YORK, Sept. 28, 2026 /PRNewswire/ - Broadridge (NYSE: BR), a global Fintech leader, and Korea Securities Depository (KSD) today announced the signing of a memorandum of understanding (MOU) that sets out the parties' mutual intention to collaborate on the modernization and enhancement of Korea's proxy voting infrastructure. This collaboration is aimed at supporting KSD's broader strategic objective of strengthening the efficiency, transparency and global competitiveness of the Korean capital market, while contributing to Korea's development as a leading capital markets ecosystem. Under the MOU, Broadridge and KSD intend to work together to support the creation of a market operating model that will: * Digitize and automate the end-to-end proxy voting process for international investors holding Korean equities; * Enhance transparency, accuracy and governance standards in line with global best practices; and * Strengthen Korea's standing as a modern, trusted and globally aligned capital markets jurisdiction. The collaboration also reflects a shared vision for advancing KSD's long-term market leadership objectives by leveraging Broadridge's deep experience and technology in similar infrastructure initiatives in other jurisdictions, while aligning with the Korean regulatory and market framework. The scope of the collaboration may be expanded over time to additional proxy-related areas. "KSD is committed to advancing a more efficient, transparent and globally connected capital market in Korea," said Yunsu Rhee, Chairman & CEO of Korea Securities Depository. "We believe this MOU will contribute to enhancing the global accessibility of Korea's capital market, increasing its appeal to international investors, and strengthening their confidence in the Korean market." "This MOU marks an important step in our relationship with KSD and our shared interest in advancing the cross-border proxy-voting experience," said Tim Gokey, CEO at Broadridge. "By bringing together Broadridge's global proxy expertise and KSD's market-infrastructure leadership, we see an opportunity to support more efficient, transparent and accessible shareholder participation in Korea's market." As Korea advances its corporate governance and capital market agenda, Broadridge and KSD may explore opportunities to address the evolving needs of international institutional and retail investors, issuers and market participants. The collaboration reflects the parties' shared interest in Korea's continued development as an accessible, globally connected and governance-focused market. About Korea Securities Depository Korea Securities Depository (KSD) is Korea's central securities depository and a key financial market infrastructure institution. Established in 1974, KSD provides core post-trade services, including securities settlement, custody, electronic registration, securities lending, collateral management and fund services, supporting the safe and efficient functioning of Korea's capital markets. KSD also connects Korea's capital market with global markets. Through its cross-border securities services and cooperation with financial market institutions worldwide, KSD supports international investment in Korean securities and contributes to enhancing the accessibility, efficiency and international connectivity of Korea's capital market. About Broadridge Broadridge (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients - driving operational resiliency, elevating business performance, and transforming investor experiences. Broadridge's technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work(R), Broadridge is part of the S&P 500(R) Index, employing approximately 16,000 associates in 28 countries. Broadridge Contacts: SOURCE Broadridge Financial Solutions, Inc.
Broadridge has appointed Boaz Lahovitsky as President of Wealth Management. He succeeds Mike Alexander, who will remain with the company on strategic programmes. Lahovitsky brings over 20 years of experience in building and scaling advisory and platform businesses at leading financial institutions. Most recently, he served as Managing Director of Personal Advisors at J.P. Morgan, where he built the bank's hybrid-advice business for mass-affluent clients. His background also includes senior roles at Vanguard, Citi, Genpact, UBS, and Booz Allen Hamilton. Tom Carey, Broadridge's Global Head of Product and Technology, said Lahovitsky's experience across advice, technology, data, and client engagement positions him well to lead the wealth management business.
Boaz Lahovitsky joins Broadridge as President of Wealth Management. Senior wealth management executive to lead the next phase of growth, innovation, and transformation for Broadridge's award-winning wealth business NEW YORK - September 23, 2026 - Broadridge (NYSE: BR) today announced that Boaz Lahovitsky has joined the company as President of Wealth Management. Lahovitsky succeeds Mike Alexander, who will remain with the company working on strategic programs and initiatives. "Boaz is an accomplished operating leader with a powerful track record of building and scaling wealth management businesses, advancing digital innovation, and delivering profitable growth," said Tom Carey, Broadridge's Global Head of Product and Technology. "His experience across advice, technology, data, and client engagement makes him exceptionally well positioned to lead our Wealth Management business into its next chapter. Mike is a highly respected leader, and I look forward to partnering with him on the initiatives ahead. He has built an exceptional franchise and will work closely with Boaz to ensure a seamless leadership transition and advance our growth strategy for Wealth Management." Lahovitsky brings over 20 years of experience building and scaling advisory and platform businesses at leading financial institutions. Most recently, he served as Managing Director of Personal Advisors at J.P. Morgan, where he built the bank's hybrid-advice business for mass-affluent clients by bringing together fiduciary investment advice, advisor platforms, and digital client engagement. His background also includes senior roles at Vanguard, Citi, Genpact, UBS, and Booz Allen Hamilton. At Vanguard, Lahovitsky led the company's high-net-worth Advisors driving significant growth in assets under management. At Genpact and Citi, he led wealth management platform and BPO businesses, after holding strategy, transformation, and M&A roles earlier in his career. "Broadridge has an exceptional reputation for helping the wealth management industry innovate, operate, and grow more effectively while creating better outcomes for investors," said Lahovitsky. "I am excited to join this talented team and build on the strong foundation Mike and the Wealth leadership organization have established. Together, we have an opportunity to further strengthen our platform, help our clients navigate a rapidly changing market, and drive the next generation of growth in a time of great inflection in our industry through advancements in Artificial Intelligence and Digital Assets." Broadridge is shaping the next generation of wealth management by empowering wealth management firms to better navigate a constantly changing industry. The Broadridge Wealth Platform, an open-architected ecosystem of solutions, helps clients modernize their tech stacks to drive business growth, increase advisor productivity, improve investor experiences, and digitize and modernize the governance, communications, and operational foundation that support growth and long-term value creation. With over 50 years of partnering with thousands of clients to reinvent wealth technologies, Broadridge has the proven track record to help clients push the boundaries of what's next. About Broadridge Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. Broadridge Financial Solutions, Inc. power investing, governance, and communications for its clients - driving operational resiliency, elevating business performance, and transforming investor experiences. Its technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over $18 trillion in tokenized and traditional securities globally. A certified Great Place to Work(R), Broadridge is part of the S&P 500(R) Index, employing approximately 16,000 associates in 28 countries.
ON THE MOVE: Broadridge names Alex Duggan; jay Biondo joins Eventus. September 21, 2026 Broadridge Financial Solutions, Inc. has appointed Alex Duggan as Head of BPO International, according to a press release. Duggan brings 30 years of experience across investment banking operations, business transformation and commercial leadership, most recently serving as Capital Markets Business Unit Head at Cognizant in London. He will report to Mike Sleightholme, President of Broadridge International. Jay Biondo has joined Eventus as Head of Product & Regulatory Affairs, based in Chicago area, according to a press release. Reporting to Eventus CEO Cameron Routh, Biondo has more than 25 years of experience in financial regulation and enforcement, legal and trade surveillance roles, most recently as Head of Surveillance at Trading Technologies (TT). RBC Global Asset Management has appointed Ivan Pelipenko as a senior trader, covering global fixed income and currencies, according to The Trade. He joins the asset manager after more than 18 years at Ontario Teachers' Pension Plan, where he began in 2007 as a Principal focused on emerging markets fixed income and currencies. He will be based in Toronto and brings more than 20 years of experience across portfolio management and trading to the role. Gresham Technologies has appointed Davit Harutyunyan as Chief Product & AI Officer, a newly unified role overseeing product strategy, innovation, and AI across the company's full portfolio. According to a press release, Harutyunyan joins with two decades of product leadership across capital markets technology, most recently as Head of Product, Platform & Innovation at Allvue Systems, with earlier roles at Fidessa and CQG spanning electronic trading, market data, and algorithmic trading systems. Brown Brothers Harriman announced Kevin Stone will become BBH's new Managing Partner, serving as the firm's chief executive for BBH's two businesses, Capital Partners and Investor Services, succeeding the retiring Bill Tyree. The transition will become effective January 1, 2027. Since joining BBH in 1992, Stobe has held senior positions across Service Delivery, Treasury and Finance. According to a press release, he currently serves as BBH's Chief Financial Officer and a Partner, has been a member of its Executive Committee for more than a decade, chairs the Finance Committee and has global responsibility for Finance, Compliance and Human Resources. Crisil Coalition Greenwich has appointed Dan Barnes as Head of Europe, Market Structure & Technology, according to a press release. Barnes joins Crisil Coalition Greenwich from Markets Media, where he served most recently as Chief Executive Officer, Europe, leading all aspects of the global multimedia company's European business and its coverage of institutional trading, investment and banking. In addition to his role at Markets Media, Barnes was the co-founder of Trader TV and The DESK. Earlier in his journalism career, Barnes was a contributor to leading financial news outlets, including Bloomberg, Financial News, Risk, The Banker, and several others. Berkshire Hathaway Inc. has announced that Warren E. Buffett has been named Chairman Emeritus, effective immediately, in recognition of his extraordinary contributions to Berkshire and its owners. According to a press statement, Buffett will remain a member of the Board of Directors and will continue to offer his valued judgment and perspective. Consistent with the company's long-standing succession plan, the Board has elected Howard G. Buffett, a Berkshire director since 1993, as Chairman of the Board. Susan L. Decker will continue to serve as Lead Independent Director. If you have a new job or promotion to report, let me know at [email protected]