Full-Time

Manager – M&a and Special Projects

Hybrid, Flexible options

Posted on 11/20/2024

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Fintech
Financial Services

Compensation Overview

$105k - $110kAnnually

+ Bonus Eligible

Mid

New York, NY, USA

This role is hybrid, requiring in-office presence at a Broadridge office.

Category
Corporate Finance
Finance & Banking
Required Skills
Python
Data Science
SQL
Oracle
Data Analysis
Requirements
  • 5-6 years of relevant experience in corporate development, strategic finance, investment banking, or management consulting
  • Strong analytical and financial skills with deep understanding of structuring deals
  • Advanced proficiency in financial modeling, big data environments, and data visualization
  • Excellent communication skills, capable of simplifying complex ideas to actionable messages
  • Proactive mindset with a desire to drive change
  • Highly collaborative with the ability to influence multiple internal partners to drive results in a matrixed environment
  • Results-oriented with the ability to work under pressure, navigate through ambiguity, draw linkages, and balance multiple priorities
  • Exceptional attention to detail
  • Proficiency in TM1, Oracle, and PowerBI. Knowledge of SQL, Python, and other data analytics tools a plus
Responsibilities
  • Perform strategic financial scenario analyses including accretion and dilution, discounted cash-flow, sum-of-parts, and other acquisition analyses
  • Design and implement Power BI dashboards for business, operations, and sales teams to deliver actionable insights, increase efficiency, track performance, and support decision-making.
  • Develop and implement forward-looking financial models, deal profitability metrics, and other ad-hoc analyses
  • Conduct financial analyses to evaluate strategic initiatives to accelerate growth
  • Identify and implement data analytics enhancement initiatives
  • Build and manage relationships with multiple business partners to review deal financials

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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