Sr. PDM Analyst (Hybrid - Flexible Options)

Job Responsibilities

• Supports routine "back office" processes, data entry, order and application processing, document verification, accounting support, and preparing mailings.
• Manages decision-making within established procedures, focusing on efficient processing of high-volume transaction-oriented assignments.
• Applies administrative, data organizing, and coordination skills to complete work.
• Acts as a lead, coordinating the work of others and providing subject matter guidance to more junior team members.
• Develops expertise in a variety of work processes through a combination of job-related training and considerable on-the-job experience.

Qualifications

• 3–5 years of experience supporting post-sale fulfillment operations within the financial services industry, including regulatory document processing, document fulfillment, web presentment, client support, or related operational functions.
• Understanding of regulatory document management and fulfillment processes supporting mutual funds, ETFs, ETNs, UITs, corporate bonds, municipal bonds, structured products, and other investment securities.
• Strong communication, organizational, analytical, and problem-solving skills, with the ability to manage competing priorities, perform detailed analysis, identify process improvement opportunities, and effectively communicate with clients, business partners, and technology teams.
• Ability to understand, document, and explain end-to-end operational workflows and system dependencies.
• Experience developing business requirements, process documentation, standard operating procedures (SOPs), training guides, and process maps, including supporting User Acceptance Testing (UAT).
• Ability to identify risks, ask effective questions, and escalate issues appropriately.
• Ability to provide functional guidance and subject matter expertise to team members.
• Strong collaboration and partnership skills with experience working across Operations, Product, Technology, Client Services, and other cross-functional teams.

Requirements

• Off-hour engagement when required.

Pay

Salary Range: $70,000.00 – $90,000.00 USD annual

Bonus Eligible

Benefits

Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.