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.

As a Loan Trade Support Analyst you will provide post-sale technical support services to customers, including installation, troubleshooting, problem resolution and maintenance for our Loan Trading Application.
In this role you will respond to customer questions regarding operation and malfunctions and advise customers on preventive maintenance and configuration adjustments to improve product performance and customer satisfaction.

Responsibilities

Provide technical trade and application support for portfolio management and loan management inquiries for clients in our cloud-based proprietary software.

Research front-to-back office issues and questions pertaining to trade entries, order management, research manager, private debt, accounting, financial reporting, portfolio performance, compliance, data feeds, and reconciliations with the appropriate level of urgency and communication.

Ensure an excellent client experience by providing proactive, timely, and effective communication regarding the impact, status, and next steps of the issues reported.

Act as a liaison between the client and internal departments in facilitating issue resolution and/or software delivery.

Prioritize multiple client inquiries with different SLAs in a fast-paced environment.

Manage client production upgrades by interacting with QA, development, the client, and assist with user acceptance testing before upgrading the Production environment.

Escalate issues internally with the appropriate level of urgency to meet client deadlines.

Qualifications

1-3 years of professional work experience with a degree in finance, accounting, analytics, technology, or related field

Proven experience in the loan space.

A passion for client service and technology

Strong analytical and problem-solving skills

Familiar with SaaS portfolio management products and internal operations

Excellent written and verbal communication skills

Ability to navigate various levels in conversation with client Analysts to Senior Management on the business side and tech side

Proficiency in Microsoft Office Suite and the ability to work in a collaborative environment

Experience with Salesforce, Jira, ITSM, and Confluence is a plus

Nice to have

Knowledge of SQL and level 3 dev support

Experience with a Fintech support, BPO, or similar role within Private debt

Experience with SDLC and agile methodologies

Perform duties as an analytical extrovert

Ability to connect and build relationships internally and externally quickly

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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.