Title: Contractor
We are looking for functional post-trade expertise, Broadridge Impact experience, and technical/analytical consult in New York, NY, It’s 3 days in a week work from office role.
Below is a polished, hiring-ready JD that combines the functional post-trade expertise, Broadridge Impact experience, and technical/analytical skills from your requirements. Broadridge describes Impact as a fixed-income post-trade processing platform supporting areas such as clearance, settlement, custody, P&L and mortgage-backed/structured products. (Broadridge)
Job Description – Broadridge Impact Fixed Income Post-Trade Consultant
Position Overview
We are looking for an experienced Fixed Income Post-Trade Consultant / Business Analyst with strong expertise in Broadridge Impact and post-trade processing. The role will support project teams across UAT, production support, issue resolution, business analysis, and small enhancements, requiring a strong combination of functional knowledge and technical/data analysis capabilities.
The ideal candidate should have hands-on experience with Fixed Income instruments and post-trade processes, including clearing, settlement, custody, P&L, stock ledger, factor/rate adjustments, and structured products such as MBS, ABS, CMBS and CLOs.
Key Responsibilities
- Provide functional support to project teams during testing and UAT phases, including test scenario development, execution support, defect analysis and resolution.
- Provide production and user support across Operations, Compliance and Technology teams.
- Analyze business issues and perform root-cause analysis using Broadridge Impact and underlying data.
- Translate business requirements and operational processes into Impact business flows, use cases and functional requirements.
- Support issue investigation through database queries, data analysis and transaction-level troubleshooting.
- Develop business use cases and test scenarios for new business requirements, system changes and small enhancements.
- Collaborate with Operations, Technology, QA and business stakeholders to resolve functional and data-related issues.
- Support impact assessment of process/system changes across the clearing, settlement and custody lifecycle.
- Analyze and troubleshoot issues related to P&L calculations, stock ledger, factor adjustments, rate adjustments, positions and settlement processing.
- Participate in requirements gathering, functional analysis, testing, defect management and implementation activities.
- Provide knowledge transfer and documentation of business processes, system functionality and issue-resolution procedures.
Required Functional Skills
- Strong understanding of Fixed Income post-trade processing, including:
- Trade lifecycle and post-trade processing
- Clearing and settlement
- Custody operations
- Stock/position ledger
- P&L calculation
- Factor and rate adjustments
- Reconciliation and exception management
- Hands-on experience with Broadridge Fixed Income Processing / Impact.
- Strong understanding of Impact clearing, settlement and custody workflows.
- Experience with Fixed Income and structured products such as:
- Mortgage-Backed Securities (MBS)
- Asset-Backed Securities (ABS)
- Commercial Mortgage-Backed Securities (CMBS)
- Collateralized Loan Obligations (CLO)
- Securities Lending
Technical & Analytical Skills
- Good knowledge of SQL/database queries for data investigation and issue analysis.
- Ability to perform data analysis and trace transactions across different processing stages.
- Strong analytical and problem-solving skills with the ability to identify root cause and downstream business impact.
- Ability to map business requirements and operational processes to system/business flows.
- Experience in creating use cases, functional requirements, test scenarios and test cases.
- Ability to work closely with technical teams for debugging, defect analysis and solution validation.
Experience & Qualifications
- 5–10+ years of experience in Financial Services / Capital Markets, preferably in Fixed Income post-trade processing.
- Strong hands-on experience with Broadridge Impact is highly preferred.
- Experience working as a Business Analyst, Functional Consultant, Production Support Consultant or Post-Trade Consultant.
- Experience supporting UAT, production issues and business users.
- Strong communication skills with the ability to interact effectively with Business, Operations, Technology and QA teams.
- Bachelor's degree in Finance, Business, Computer Science, Engineering or a related discipline.
This can also be positioned as “Broadridge Impact – Fixed Income Post-Trade Consultant”, we need someone candidates with very specific Impact experience.