Asset Management Implementation Analyst (Hybrid- Newark, NJ, NYC or Edgewood, NY)

Responsibilities

• Manage the implementation of SentryPM (Order Management, Portfolio Management, Direct Lending, Data Warehouse and Reporting) on behalf of clients.
• Participate in end-to-end project delivery, including requirements gathering, defining scope, crafting and executing a project plan, identifying risks and dependencies, and aligning internal and client expectations.
• Conduct and manage client on-site meetings, workflow, and technical trainings.
• Document client-specific customizations and assist with training the internal Support team on client-specific workflows.
• Potentially lead multiple projects simultaneously while meeting the expected budget and deadlines.
• Provide clients with consulting advice based upon technological considerations and industry best practices.
• Effectively and expertly work with various internal teams on client projects and company-wide initiatives.

Qualifications

• Desire to be part of a dynamic financial services environment specializing in asset management, primarily fixed income and related products.
• Software implementation experience is a plus.
• Excellent interpersonal, verbal, and written communication skills.
• Education or implementation experience in loan processing, portfolio management, loan agenting, or multi-asset class trading environments is a plus.
• Knowledge of project management methodologies, with the ability to identify and mitigate project risks.
• Experience with JIRA, Salesforce, and SQL, including writing queries to pull and analyze data, is a plus.
• Experience incorporating AI-driven tools or solutions to improve onboarding processes and drive efficiency is a plus.
• Demonstrated ability to manage multiple tasks simultaneously while working under pressure and meeting competing deadlines.
• Comfortable operating in a dynamic, fast-growing team environment, with the ability to be self-sufficient and maintain a can-do attitude.
• Strong analytical, problem-solving, and decision-making skills.
• Self-motivated, driven, and adaptable to change in a dynamic environment.
• BS/BA in Business, Finance, Computer Science, or a related field.

Compensation

The salary range for this position is between $90,000 - $95,000. Bonus Eligibility: Bonus Eligible

Benefits

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.