Full-Time

Loan Trading and Application Support Manager

Flexible Options

Posted on 1/20/2025

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

No salary listed

Senior, Expert

London, UK

Hybrid role with flexible options.

Category
Quantitative Analysis
Quantitative Finance
Required Skills
Power BI
Salesforce
JIRA
Confluence
Requirements
  • 7-10 years of professional work experience with a degree in finance, accounting, analytics, technology, or related field
  • A passion for client service and technology
  • Strong analytical and problem-solving skills
  • Familiar with SaaS portfolio management products and internal operations
  • Excellent written and verbal communication skills
  • Ability to navigate various levels in conversation with client Analysts to Senior Management on the business side and tech side
  • Proficiency in Microsoft Office Suite and the ability to work in a collaborative environment
  • Experience with Salesforce, Jira, ITSM, and Confluence is a plus
Responsibilities
  • Provide technical trade and application support for portfolio management and loan management inquiries for clients in our cloud-based proprietary software.
  • Research front-to-back office issues and questions pertaining to trade entries, order management, research manager, private debt, accounting, financial reporting, portfolio performance, compliance, data feeds, and reconciliations with the appropriate level of urgency and communication.
  • Ensure an excellent client experience by providing proactive, timely, and effective communication regarding the impact, status, and next steps of the issues reported.
  • Act as a liaison between the client and internal departments in facilitating issue resolution and/or software delivery.
  • Prioritize multiple client inquiries with different SLAs in a fast-paced environment.
  • Manage client production upgrades by interacting with QA, development, the client, and assist with user acceptance testing before upgrading the Production environment.
  • Escalate issues internally with the appropriate level of urgency to meet client deadlines.
  • Jira sprint management prioritization and internal process improvements.
  • Manage a team of technical support analysts in the London office and collaborate with global support staff in addition to a hybrid management approach with support staff in India.
  • Monitor team performance with KPIs in Salesforce and sentiment analysis in Power BI.
  • Ensure AI initiatives and accompanying data strategies are being followed by all direct reports.
  • Develop strategic plans for the London region and assist with global operations for support and operations.
  • Train new staff with a keen focus on soft skills, internal processes, and our proprietary software.
Desired Qualifications
  • Knowledge of SQL and level 3 dev support
  • Experience with a Fintech support, BPO, or similar role within Private debt
  • Experience with SDLC and agile methodologies
  • Perform duties as an analytical extrovert
  • Ability to connect and build relationships internally and externally quickly

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 investment managers, track and manage investments effectively, offering visibility into a significant portion of ETF and mutual fund assets. Broadridge differentiates itself by providing a comprehensive suite of services, including data management, analytics, and client communications, which help clients navigate regulatory challenges and improve operational efficiency. The company's goal is to be a vital partner for financial institutions, equipping them with the necessary tools and insights to manage investments and communicate effectively.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for ESG solutions boosts Broadridge's advanced analytics and reporting tools.
  • The rise of digital assets offers opportunities for Broadridge's blockchain-based solutions.
  • Shift towards cloud-based solutions aligns with Broadridge's scalable and flexible platform offerings.

What critics are saying

  • AI adoption in trading could increase competition from agile fintech startups.
  • Reliance on large institutions like BNP Paribas poses risks if they switch providers.
  • New executive appointments may lead to strategic shifts disrupting operations or client relationships.

What makes Broadridge unique

  • Broadridge processes over $10 trillion in daily trading volume, ensuring market efficiency.
  • The company provides visibility into 95% of ETF and 90% of mutual fund assets.
  • Broadridge offers specialized solutions for ESG monitoring and order routing through platforms like NYFIX.

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Benefits

Remote Work Options

Hybrid Work Options

Flexible Work Hours

Company News

FinanceAsia
Mar 4th, 2025
AI adoption speeds up Asia trading efficiency optimisation

Similar trends apply to the post-trade stage - Broadridge launched OpsGPT early last year to facilitate more efficient trade settlement through the visibility of transaction data and the autosuggestion of risk factors.

Mondo Visione
Feb 25th, 2025
Broadridge Recognized For Industry Leading Asset Management Capabilities - Receives Outsourced Operations And Managed Services Category Awards In Recent Chartis Research Buyside Platforms Rankings

Broadridge Financial Solutions, Inc. (NYSE:BR) announces its recognition in the recently released Chartis Research Buyside Platforms 2024 Rankings, earning two category awards, including the prestigious Outsourced Operations and Managed Services (Cross-asset, Lifecycle, and Operations) honors.

Stock Titan
Feb 19th, 2025
BNP Paribas' Securities Services Business Adopts Broadridge's Global Class Action Solution to Maximize its Clients' Global Asset Recovery Opportunities

BNP Paribas Securities Services, managing USD 13.7 trillion under custody, has selected Broadridge Financial Solutions (NYSE:BR) as its global securities class action services provider.

eNews Park Forest
Jan 16th, 2025
Broadridge Enhances Multi-Asset Post Trade Processing with GenAI-Powered Analytics

NEW YORK and LONDON and TOYKO, Jan. 16, 2025 /PRNewswire/ - To better streamline multi-asset post-trade processing and operational reporting, Broadridge Financial Solutions Inc. (NYSE: BR), a global Fintech leader, today announced it added an GenAI-powered advanced analytics feature to its platform.

Asset Servicing Times
Dec 19th, 2024
Broadridge appoints Cowley

Broadridge has appointed Mike Cowley as head of international investor communications service delivery.

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