Sr. Implementation Analyst (Hybrid - New York, NY)
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.
Broadridge is growing! We are seeking an enthusiastic Sr. Implementation Analyst to join our team. This plays a critical role in client implementation and leading successful onboarding and conversion of institutional clients-such as state treasuries and asset managers-onto the Broadridge Investment Accounting (BIA) platform. This role is responsible for supporting activities related to client implementations and platform migrations, ensuring a seamless transition of investment data and processes.
This position requires a unique blend of investment accounting expertise and implementation experience with enterprise platforms such as Geneva, Fundguard,, or similar systems. The successful candidate will be able to interpret client accounting workflows, manage data mapping activities, and partner with cross-functional technical and accounting teams to deliver accurate, efficient, and high-quality results.
Ideal candidates will have a strong understanding of fixed-income instruments, accounting principles, and data structures - and will thrive in an environment that integrates technology, business process, and client service excellence.
Responsibilities
Implementation Management
• Support all aspects of BIA client implementations, conversions, and onboarding projects, ensuring timelines, budgets, and deliverables meet or exceed expectations.
• Execute migration plans to transition client data, accounting processes, and workflows onto Broadridge's platforms.
• Translate client investment accounting and reporting requirements into system specifications and mapped data structures.
• Oversee and validate data mapping, testing, and reconciliation between legacy systems and new BIA implementations.
• Ensure all programs and deliverables are fully tested, documented, and approved by clients prior to production release.
• Address implementation issues proactively and lead resolution efforts to maintain data integrity and client satisfaction.
Client Engagement & Relationship Management
• Build and maintain strong, trusted relationships with clients, providing guidance and subject matter expertise throughout implementation.
• Interface with state treasuries, institutional investors, and related stakeholders to understand accounting and reporting needs.
• Serve as a primary point of contact during all phases of migration; ensure alignment between client objectives and Broadridge deliverables.
• Identify opportunities to expand client partnerships or introduce additional Broadridge services, collaborating with account management teams as appropriate.
Cross-Functional Collaboration
• Partner with internal teams-including development, operations, accounting services, and data management-throughout the implementation lifecycle.
• Develop and document data transfer processes, access controls, testing protocols, and client training materials.
• Provide insight and feedback to enhance BIA product functionality and implementation standards.
• Contribute to the ongoing refinement of best practices and knowledge-sharing across the BIA implementation team.
Qualifications
• Bachelor's degree in Accounting, Finance, Business, or Management Information Systems.
• Minimum of 1-2 years of experience in accounting systems implementation within financial services or asset management.
• Strong understanding of investment accounting principles and fixed-income instruments.
• Experience working with or implementing accounting platforms such as Geneva, Fundguard, or comparable systems.
• Working knowledge of database structures, data mapping, and reconciliation processes.
• Excellent organizational, analytical, and problem-solving skills.
• Strong verbal and written communication skills; comfortable leading client discussions.
• Ability to manage several concurrent projects in a fast-paced, deadline-driven environment.
Compensation Range: The salary range for this position is between $90,000 - $110,000.
Bonus Eligibility: Bonus Eligible
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.
All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. Apply by clicking the application link and submitting your information. The deadline to apply for this role is April 1, 2026
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.
Use of AI in Hiring
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
US applicants: Click here to view the EEOC "Know Your Rights" poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].
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Broadridge is growing! We are seeking an enthusiastic Sr. Implementation Analyst to join our team. This plays a critical role in client implementation and leading successful onboarding and conversion of institutional clients-such as state treasuries and asset managers-onto the Broadridge Investment Accounting (BIA) platform. This role is responsible for supporting activities related to client implementations and platform migrations, ensuring a seamless transition of investment data and processes.
This position requires a unique blend of investment accounting expertise and implementation experience with enterprise platforms such as Geneva, Fundguard,, or similar systems. The successful candidate will be able to interpret client accounting workflows, manage data mapping activities, and partner with cross-functional technical and accounting teams to deliver accurate, efficient, and high-quality results.
Ideal candidates will have a strong understanding of fixed-income instruments, accounting principles, and data structures - and will thrive in an environment that integrates technology, business process, and client service excellence.
Responsibilities
Implementation Management
• Support all aspects of BIA client implementations, conversions, and onboarding projects, ensuring timelines, budgets, and deliverables meet or exceed expectations.
• Execute migration plans to transition client data, accounting processes, and workflows onto Broadridge's platforms.
• Translate client investment accounting and reporting requirements into system specifications and mapped data structures.
• Oversee and validate data mapping, testing, and reconciliation between legacy systems and new BIA implementations.
• Ensure all programs and deliverables are fully tested, documented, and approved by clients prior to production release.
• Address implementation issues proactively and lead resolution efforts to maintain data integrity and client satisfaction.
Client Engagement & Relationship Management
• Build and maintain strong, trusted relationships with clients, providing guidance and subject matter expertise throughout implementation.
• Interface with state treasuries, institutional investors, and related stakeholders to understand accounting and reporting needs.
• Serve as a primary point of contact during all phases of migration; ensure alignment between client objectives and Broadridge deliverables.
• Identify opportunities to expand client partnerships or introduce additional Broadridge services, collaborating with account management teams as appropriate.
Cross-Functional Collaboration
• Partner with internal teams-including development, operations, accounting services, and data management-throughout the implementation lifecycle.
• Develop and document data transfer processes, access controls, testing protocols, and client training materials.
• Provide insight and feedback to enhance BIA product functionality and implementation standards.
• Contribute to the ongoing refinement of best practices and knowledge-sharing across the BIA implementation team.
Qualifications
• Bachelor's degree in Accounting, Finance, Business, or Management Information Systems.
• Minimum of 1-2 years of experience in accounting systems implementation within financial services or asset management.
• Strong understanding of investment accounting principles and fixed-income instruments.
• Experience working with or implementing accounting platforms such as Geneva, Fundguard, or comparable systems.
• Working knowledge of database structures, data mapping, and reconciliation processes.
• Excellent organizational, analytical, and problem-solving skills.
• Strong verbal and written communication skills; comfortable leading client discussions.
• Ability to manage several concurrent projects in a fast-paced, deadline-driven environment.
Compensation Range: The salary range for this position is between $90,000 - $110,000.
Bonus Eligibility: Bonus Eligible
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.
All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. Apply by clicking the application link and submitting your information. The deadline to apply for this role is April 1, 2026
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.
Use of AI in Hiring
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
US applicants: Click here to view the EEOC "Know Your Rights" poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].
Apply tot his job
Apply To this Job