Sr. PDM Analyst (Hybrid - Flexible Options)

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career while helping others along the way, come join the Broadridge team.
Responsibilities

Support routine "back office" processes, including data entry, order and application processing, document verification, accounting support and preparing mailings.
Perform clerical or administrative work, using data organizing and coordination skills to complete tasks according to established procedures.
Act as a lead in coordinating the work of others, but not a supervisor.
Work autonomously within established procedures and practices.
Support Broadridge’s Post Sale regulatory document management and fulfillment products, including processing, maintenance, web presentment, and print fulfillment of prospectuses and related regulatory documents across multiple investment product types.
Functional Knowledge

Understanding and application of procedures and concepts within own discipline and basic knowledge of other disciplines.
Business Expertise

Knowledge of how related teams impact achievement of objectives.
Leadership

Serves as lead for the team, may allocate work, provides subject matter guidance to junior team members.
Problem Solving

Gathers and analyzes data to identify and solve problems with little or no precedent.
Impact

Impacts own team and other teams whose work activities are closely related; suggests improvements to existing processes and solutions to improve efficiency.
Interpersonal Skills

Evaluates and communicates technical content in a clear manner.
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, along with supporting user acceptance testing (UAT), including test planning, execution, defect identification, results validation, and coordination with technology teams.
Strong collaboration and partnership skills with experience working across Operations, Product, Technology, Client Services and other cross‑functional teams.
Ability to provide functional guidance and subject matter expertise to team members.
Requirements

Off‑hour engagement when required.
Compensation

Salary range: $70,000.00 – $90,000.00 USD annually.
Bonus eligible.

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