Associate Client Analyst - Custom Policy (Hybrid)

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.

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