Associate Client Analyst – Custom Policy (Hybrid)
City : Toronto
Category : Associate
Industry : Financial Technology
Employer : Broadridge Financial Solutions
Join Broadridge’s Governance research team in an early-career role supporting proxy voting work for internal partners and clients. This role offers hands-on foundational experience while deepening your understanding of shareholder meetings, voting policies, and governance data. You will work on defined assignments with increasing independence, following established procedures and guidance, as well as developing practical knowledge of proxy voting through training, mentorship, and day-to-day execution.
Key Job Functions/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
Basic Skill Level Requirements
Education:
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
Experience:
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
Skills:
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
Tools:
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
Recruitment Process
Throughout your application process, you may be asked to contact us virtually or in-person. Our recruiters will explain how hybrid interviews will be held throughout the recruitment process, and they will be able to answer any questions you might have.
Compensation
Salary Range: $55,000 – $60,000 CAD. Compensation may vary depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses/incentives, and restricted stock units.
Bonus Eligible Position
Benefits: Medical, dental, life and vision insurance. RRSP program with company match, paid parental leave, competitive vacation days and more. Medical insurance starts immediately upon hire.
Vacancy Disclosure
This posting is for an existing and currently open position within Broadridge.
Background Check Process
Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks:
Employment verification
Education verification
Credit inquiry
Canadian criminal record check
Workplace Flexibility
We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible.
At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.
Accessibility & Accommodation
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.
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