Senior Data Analyst - Bangalore - Hybrid

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.

Senior Data Analyst - Bangalore - Hybrid

Job Description:

This position is in the Wealth Business Development & Client Solutions team within the Wealth Management business segment of the Global Technology & Operations (GTO) business; and is a dynamic role that requires demonstration of exceptional data analyst experience, the ability to produce creative, compelling content that make a measurable impact. The position provides the opportunity to learn about industry trends and organizational trends. The Sr. Technical Wealth Analyst role will work with the Wealth Business Development, Wealth Product Management teams, and business partners to produce meaningful information from data analysis that drive awareness about the sales and investments in our wealth solutions.

This position is based out of our offices in India and will engage with all our Wealth solutions and work with teams globally

Job Responsibilities:

• Gain and maintain a broad overall understanding of the Broadridge Wealth Management offering, the overall value proposition of the platform for key market segments
• Maintain and expand wealth, client and product database which serves as the central depository of information and foundation for client and product analysis of client and product data across our wealth solutions to provide the following (but not limited to)
  • volume metrics
  • identify cross-sell and addressable market analysis
  • up-sell and bundling opportunities
  • pipeline progress and product revenue for product growth and enhancement
• Collect, clean, and analyze large datasets of sales and revenues to extract meaningful insights.
• Develop and maintain data analytics processes, tools, and dashboards.
• Collaborate with cross-functional teams to understand business requirements and provide data-driven solutions.
• Identify trends, patterns, and anomalies in data to support decision-making.
• Interpret and communicate findings through visualizations, reports, and presentations.
• Implement statistical models and algorithms for data analysis and forecasting.
• Ensure data accuracy, integrity, and security through careful validation and quality assurance procedures.
• Extract data for ad hoc analysis based on business needs. Conduct business analysis to identify and highlight key leading indicators.
• Stay abreast of industry trends and emerging technologies in data analytics.
• Provide recommendations for process improvements based on data-driven insights
• Assist with tracking go-to-market for Next Best Investment (NBI) initiatives including expenses, pipeline and sales
• Maintain library of all wealth data and analysis

Required Skills & Competencies:

• Bachelor's or advanced degree in a quantitative field (e.g., Statistics, Mathematics, Computer Science).
• Proven experience as a Data Analyst or in a similar role.
• Knowledge in data analysis tools and programming languages (e.g., SQL, Python, R) as well as data visualization tools (e.g., Tableau, Power BI).
• Strong analytical and problem-solving skills.
• Excellent communication skills to convey complex findings to non-technical stakeholders.
• Attention to detail and commitment to data accuracy.
• Ability to work independently and collaboratively in a team environment
• Knowledge of Financial services preferred, knowledge of Wealth Management firm, advisor or investor behavior is a bonus
• Collaboration skills including working in complex matrix organizations
• Experience working with Sales, Account Management, Product and Technology teams

Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.
We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only 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 diversity in all its dimensions.