Associate Client Analyst - Custom Policy (Hybrid) at Broadridge | Ontario | Rezi

Associate Client Analyst - Custom Policy (Hybrid) at Broadridge

Associate Client Analyst - Custom Policy (Hybrid)

Broadridge · Ontario

2 months ago

Associate Client Analyst - Custom Policy (Hybrid)

Broadridge · Ontario

2 months ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This early-career role supports proxy voting work for internal partners and clients, offering foundational experience in shareholder meetings, voting policies, and governance data. You will work on defined assignments with increasing independence, gaining practical knowledge through training, mentorship, and execution.

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.

Requirements

  • 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.
  • 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.

Skills

  • Excel
  • Data analysis
  • Reporting
  • Document review
  • Proxy voting
  • Corporate governance
  • Financial markets
  • Data operations
  • Python (familiarity is a plus)

Location

  • Hybrid

Work Type

  • Hybrid
  • Full-time

Experience Level

  • Early-career
  • 1 year of relevant experience preferred

Education Level

  • 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

Salary/Compensations

  • $55,000 – $60,000 CAD

Benefits

  • Medical, dental, life and vision insurance.
  • RRSP program with company match.
  • Paid parental leave.
  • Competitive vacation days.
  • Medical insurance starts immediately upon hire.

About the Company

  • Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow.
  • We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
  • Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally.
  • A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.
  • 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.
  • Encouraging professional development opportunities is a core part of our culture.
  • Broadridge provides educational opportunities, including formal classes, training programs and events.
  • To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery.
  • Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.

Equal Opportunity

  • Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship.
  • If you require any accommodation during the recruitment process, please notify our recruitment team.