Data Analyst

About

Broadridge is Growing! We are seeking a Data Analyst to help with translating, synthesizing and analyzing the data it captures. Key to the role will be cataloguing data from various sources into common data categories. The Data Analyst will aid in the compilation of data insights sourced from the categories and provided by AdvisorTarget to its clients. The Data Analyst will evaluate data sets for trends and insights.

Broadridge AdvisorTarget provides data insights to Asset Managers and Wealth Managers to aid them in engaging financial advisors and individual investors. Cornerstone to AdvisorTarget’s solutions is a proprietary ability to identify financial advisors visiting its clients’ websites and industry websites and the content they are exploring. AdvisorTarget turns this information into insights which it packages and provides to its clients.

Work-Mode: This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings.

Job Responsibilities

• AdvisorTarget is seeking a Data Analyst to transition raw behavioral data into actionable product insights.
• Working with product leadership, you will define the requirements and implement the pipeline that translates data into synthesized industry insights.
• Automating the pipeline of data from various sources into common data categories.
• The Data Analyst will aid in the productization of compiled data insights sourced from these categories and deliver them to AdvisorTarget clients.
• The Analyst will also be responsible for generating client files for delivery and evaluating data sets for trends and insights.
• We are looking for a high-energy and self-motivated individual to join our team, someone who can make sense of large quantities of data for the benefit of our business and our clients.
• The Data Analyst will need to be able to thrive in a fast-moving business, one where direction will be provided yet an ability to work independently will be required.

Qualifications

• Minimum of three years of experience in a data analyst capacity in the investment management industry
• Knowledge of investments including Morningstar asset classes and investment products
• Broad understanding of the Asset Management and Wealth Management industry
• Experience with data pipelines and automating data insights
• Desire to continually educate oneself on the industries we serve, identify trends and translate them into opportunities for our solutions
• Team player while succeeding in a self-sufficient work environment
• Collaborate with the team’s AI SME to enhance the power of AdvisorTarget
• Ability to communicate technical findings as actionable insights to internal stakeholders and directly to clients
• Clean and organize data from various sources to build client files for delivery
• Experience with Google Cloud Platform services, Big Query, Looker (Data Studio), SQL scripting, Google Analytics (GA4), Excel, PowerPoint
• Familiar with Google Workspace services
• Familiar with Google Analytics (GA4) data structures for site analytics
• Familiar with AI tooling and how to leverage its power
• Ability to write SQL queries to pull specific datasets for stakeholders
• Familiar with Email Service Provider systems like SendGrid, mailChimp, etc. for sending Email newsetters
• Familiar with HTML, CSS coding

Additional Information

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.