Broadridge Financial Solutions Lead Business Analyst (JR1003357) in Phoenix, Arizona

Broadridge, a global fintech leader with over $4 billion in revenue, provides communications, technology, data, and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency, and generating revenue growth. Broadridge employs over 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at to learn more.

Broadridge is growing! We are recruiting for a full time/direct hire Lead Business Analyst to support our team in Phoenix, AZ.

Are you looking to work among a dynamic and creative team? Would you like to explore an opportunity within a growing S&P 500 organization? Do you have a real passion for technology? If so, we'd love to hear from you.

Essential Duties and Responsibilities:

  • You'll perform analysis on proposed improvements.

  • You will be the project manager for the complete development life cycle (SDLC).

  • You'll develop functional specification documents for enhancements and new solutions that support the current SDLC waterfall and Agile methodologies which will be used for technical and developer specifications.

  • You will prepare all documentation needed to audit the SDLC according to Broadridge standards.

  • You'll coordinate with the interested parties the gathering of information to do analysis and specification development.

  • Track and get resolution to Open Items.

  • Perform walk-throughs/demos with interested parties.

  • Document changes to versions of documents.

  • Develop and perform limited quality assurance tests as needed.

  • With partners, identify conditions of satisfaction and secure business sign-off prior to any coding effort.

  • Assist in the development test plans and detailed test cases for improvements and may be required to execute and document results.

  • You'll develop end user training documentation / user guides for enhancements; may be required to conduct training as needed.

  • Assist in disaster recovery and business continuity planning and testing.

  • Recommend and provide support for system and process modifications and related inquiries and / or problems.

  • Perform other related duties as required.


  • College degree in related field or equivalent experience.

  • 7+ years experience as a Business Analyst, with a minimum of 4 years in a senior PM or Scrum Master capacity

  • 2-3 years experience with financial services and/or retirement industry

Preferred Skills:

  • Advanced knowledge of financial services, specifically of the brokerage or mutual fund industry.

  • Experience collecting requirements, conducting business/systems analysis, and writing specifications.

  • Strong analytical, organizational and communication skills.

  • Seeking someone creative, detail oriented, resourceful and have the ability to think independently.

  • Solid project management and documentation skills.

  • Ability to communicate effectively with operations personnel, technical staff, and management to facilitate analysis and problem solving.

  • Experience in developing test plans, system testing and verification of results.

  • Significant proficiency with Microsoft Project, Excel, Word.

  • Strong presentation skills and ability to address different audiences both verbally and in writing.

  • Knowledge of the different customers and services offered through MSCS.

  • Ability to handle various tasks at a time within strict deadlines and with a high degree of accuracy.

  • Ability to participate as a member of a team, assisting in other projects as needed or as assigned.

All your information will be kept confidential according to EEO guidelines.