Operations Analyst-Investment Accounting (Hybrid)

Broadridge Financial Solutions - Newark, NJ

Full-time - Mid Level

Newark, NJ

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Operations Analyst position at Broadridge focuses on enhancing operational efficiency while supporting buy-side clients in the financial industry, specifically in Investment Accounting. The role involves collaboration within a multi-disciplinary team and requires strong accounting and organizational skills to maintain financial controls and improve processes.

Responsibilities

• Utilize essential accounting and organizational skills while working both independently and as part of a multi-disciplinary team to support buy side clients
• Maintain tight control over the project schedule, risks, scope of work and budget
• Ensure that financial controls and investment accounting policies and procedures are maintained, while seeking improvement
• Ensure that operational teams and subcontractors have a clear understanding of client requirements
• Build and maintain strong client relationships and provide day-to-day client advice and support
• Promote the organization's capabilities to clients, identify sales opportunities to be forwarded to account managers, and achieve contract extensions or additional business within the account(s)
• Perform clerical or administrative work
• Use administrative, data organizing and coordination skills to complete work
• Perform duties according to established procedures

Requirements

• 2+ years experience working as an Operations Analyst
• Experience in financial industry required - Investment Accounting and Private Equity
• Understanding and application of procedures and concepts within own discipline and basic knowledge of other disciplines
• Strong knowledge of account workflows (Journalization of investment transactions, cash and investment position reconciliations, and period closes)
• Strong communication and interpersonal skills
• Bachelor's degree preferred or equivalent work experience

Nice-to-haves

• Provides informal guidance and support to more junior team members
• Provides solutions to problems in atypical situations based on practice and existing precedents or procedures
• Impacts the quality, timeliness and effectiveness of the team; uses discretion to modify work practices and processes to achieve results or improve efficiency

Benefits

• Comprehensive benefit offerings as detailed on the Broadridge benefits website