Broadridge is a company that focuses on empowering others to accomplish more. They are seeking an Associate Client Analyst to support proxy voting work for internal partners and clients, providing hands-on experience while developing knowledge of governance and voting policies.
Responsibilities
- Review SEC filings, proxy statements, and other meeting materials to capture key facts and support governance analysis
- Maintain governance-related data and perform quality checks to ensure records are complete and accurate
- Apply documented client policy instructions to straightforward and moderately complex meeting items, escalating exceptions as needed
- Support routine research and reporting related to proxy voting activity and governance trends
- Pull data from internal systems, organize and validate information in Excel, and assist in preparing team summaries and outputs
- Collaborate with teammates to resolve data or process issues and ensure timely completion of assigned work
- Deliver accurate, consistent work while continuing to build subject matter knowledge and confidence in the role
- Other duties as assigned
Skills
- Bachelor's degree in Finance, Economics, Public Policy, Data Analytics, Sustainability, or a related field preferred
- Equivalent combination of education and relevant work experience will also be considered
- Approximately 1 year of relevant experience in corporate governance, proxy voting, research, financial markets, data operations, or a related area preferred
- Internship or early-career experience involving document review, data analysis, reporting, or operations is helpful
- Interested in financial markets, corporate governance, and the mechanics of proxy voting
- Be able to follow process, produce reliable work, and continue developing skills under the guidance of senior analysts and managers
- Be able to manage recurring tasks, prioritize deadlines, and maintain quality during high-volume periods
- Be comfortable reviewing detailed documents and working through structured assignments with care and accuracy
- Be organized, detail-oriented, and responsive to feedback and coaching
- Exercise sound judgment in routine situations and know when to raise questions or escalate issues
- Communicate clearly and work effectively in a collaborative team environment
- Comfortable using Excel and learning internal systems, tools, and databases
- Familiarity with large data sets, data quality checks, or introductory Python is a plus, but not required
Benefits
- Bonus Eligible Position
- Medical, dental, life and vision insurance.
- RRSP program with company match
- Paid parental leave
- Competitive vacation days
- Medical insurance starts immediately upon hire.
- Flexible work arrangements
- Investing in technology or other resources to enable you to work from home effectively, wherever possible.
Company Overview
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers. It was founded in 1962, and is headquartered in New York, New York, USA, with a workforce of 10001+ employees. Its website is http://www.broadridge.com.