Business Analyst, Broadridge SalesVision Data Migration

Company Overview:

Business Integration Partners (BIP) is Europe’s fastest growing digital consulting company and are on track to reach the Top 20 by 2030, with an expanding global footprint in the US (New York, Charlotte, Chicago, and Houston). Operating at the intersection of business and technology we design, develop, and deliver sustainable solutions at pace and scale creating greater value for our customers, employees, shareholders, and society.

BIP specializes in high-impact consulting services across multiple industries with 6,000 employees worldwide. Our domains include Financial Services business serves Capital Markets, Insurance and Payments verticals, supplemented with Data & AI, Cybersecurity, Risk & Compliance, Change Management and Digital Transformation practices. We integrate deep industry expertise with business, technology, and quantitative disciplines to deliver high-impact results for our clients.

BIP is currently expanding its footprint in the United States, focusing on growing its Capital Markets and Financial Services lines. Our teams operate at the intersection of business strategy, technology, and data to help our clients in driving smarter decisions, reducing risks, and staying ahead in a fast-evolving market environment.

Role Overview:

We are seeking an experienced Business Analyst to support the migration of a legacy sales and distribution data platform to Broadridge SalesVision within a global asset management environment.

This role will focus on data mapping, data validation, reconciliation, and gap analysis between the legacy platform and Broadridge SalesVision. The Business Analyst will partner with business stakeholders, data teams, technology teams, and Broadridge representatives to ensure that data is accurately mapped, validated, and transitioned to the target platform.

The ideal candidate combines strong business analysis and data analysis capabilities with experience supporting complex platform migrations. The individual should be comfortable analyzing database tables, documenting source-to-target mappings, defining validation rules, and identifying functional or data-related gaps between systems.

This role will play an important part in improving the quality, completeness, and usability of sales and distribution data while supporting a successful transition to Broadridge SalesVision.

Key Responsibilities:

Broadridge SalesVision Migration

• Support the migration of sales and distribution data from a legacy platform to Broadridge SalesVision.
• Develop a detailed understanding of the data structures, business processes, and reporting requirements supported by both platforms.
• Identify differences in data models, functionality, and business rules between the legacy and target systems.
• Partner with Broadridge and internal stakeholders to document and resolve identified migration gaps.
• Support migration planning, execution, testing, and post-implementation validation.

Data Mapping & Requirements Analysis

• Gather and document business, functional, and data requirements from sales, distribution, operations, data governance, and technology stakeholders.
• Produce detailed source-to-target data mappings between legacy data structures and Broadridge SalesVision.
• Analyze database tables, fields, relationships, reference data, and business rules.
• Define transformation logic required to align legacy data with the SalesVision target model.
• Document data definitions, ownership, lineage, and authoritative sources.
• Translate business requirements into functional specifications, user stories, and acceptance criteria.

Data Analysis & Data Quality

• Perform data profiling to identify missing values, duplicates, inconsistencies, and formatting issues.
• Define data-quality rules and validation controls for migrated data.
• Validate newly created tables, fields, and data structures against agreed business requirements.
• Analyze data populations before and after migration to confirm completeness and accuracy.
• Support root-cause analysis and remediation of data-quality issues.
• Work with data owners to establish processes for resolving data exceptions.

Reconciliation & Gap Analysis

• Perform reconciliation between the legacy platform and Broadridge SalesVision.
• Identify data, process, reporting, and functionality gaps between the two platforms.
• Assess the business impact and priority of identified gaps.
• Maintain gap-analysis logs, data-issue trackers, and remediation plans.
• Partner with internal technology teams and Broadridge to define appropriate solutions.
• Confirm that gaps have been addressed through testing and validation.

Testing & Implementation Support

• Develop test scenarios, test cases, and expected results for data migration and platform integration activities.
• Support system integration testing, data validation testing, regression testing, and user acceptance testing.
• Coordinate defect investigation and resolution across business, technology, and vendor teams.
• Validate reports, dashboards, calculations, and downstream data feeds.
• Support migration rehearsals, production cutover activities, and post-implementation reviews.
• Confirm that delivered solutions meet documented business and data requirements.

System Integration & Data Flows

• Document upstream and downstream systems connected to the legacy platform and Broadridge SalesVision.
• Analyze data flows across sales, distribution, client, product, intermediary, and reporting systems.
• Document system dependencies, interfaces, transformations, and downstream consumers.
• Support integration between SalesVision, enterprise data platforms, CRM systems, reporting tools, and operational applications.
• Assist technology teams with defining interface and file requirements.

Agile Delivery & Project Coordination

• Translate requirements into JIRA epics, features, user stories, and tasks.
• Partner with engineering and data teams in Agile or hybrid delivery environments.
• Support backlog prioritization, sprint planning, testing coordination, and delivery tracking.
• Maintain project documentation, action logs, issue logs, and decision records.
• Escalate delivery risks, data issues, and unresolved dependencies.
• Coordinate across business, data, technology, governance, and external vendor stakeholders.

Stakeholder Engagement

• Facilitate workshops to gather business, data, reporting, and system requirements.
• Build strong working relationships with sales, distribution, operations, data governance, technology, and vendor teams.
• Present data-quality findings, migration risks, and gap-analysis results to stakeholders.
• Communicate project progress, decisions, dependencies, and risks clearly.
• Produce clear documentation including:
• Business and functional requirements
• Source-to-target data mappings
• Data dictionaries
• Data-quality and validation rules
• Reconciliation reports
• Gap-analysis documentation
• Process and data-flow diagrams
• Test cases and acceptance criteria

Required Qualifications:

• 5–10 years of experience as a Business Analyst, Data Analyst, or Technical Business Analyst.
• Experience supporting data migrations, system implementations, or legacy platform transformations.
• Strong experience with data mapping, data validation, reconciliation, and gap analysis.
• Ability to analyze relational database tables, data structures, and system interfaces.
• Experience creating source-to-target mappings and documenting transformation rules.
• Strong understanding of data-quality concepts, controls, and remediation processes.
• Experience gathering and documenting business, functional, and data requirements.
• Experience supporting system integration testing and user acceptance testing.
• Strong documentation, problem-solving, and stakeholder-management skills.
• Ability to coordinate effectively between business users, technology teams, data teams, and third-party vendors.
• Experience working within financial services, asset management, investment management, or a related industry.

Preferred Qualifications:

• Direct experience with Broadridge SalesVision.
• Experience with Broadridge distribution intelligence, sales analytics, or asset management technology platforms.
• Understanding of asset management sales and distribution data, including:
• Financial products and funds
• Intermediaries and broker-dealers
• Financial advisors
• Client and account hierarchies
• Sales territories
• Assets under management
• Gross and net sales
• Redemptions and flows
• Experience migrating from a legacy sales, distribution, CRM, or reporting platform.
• Working knowledge of SQL and data-querying tools.
• Experience with data warehouses, analytics platforms, and reporting environments.
• Familiarity with data governance, metadata management, and data lineage.
• Experience using JIRA, Confluence, Visio, Excel, or similar tools.
• Familiarity with Agile and Scrum delivery methodologies.

**The base salary range for this role is $120,000 - $160,000**

Benefits:

• Choice of medical, dental, vision insurance.
• Voluntary benefits.
• Short- and long-term disability.
• HSA and FSAs.
• Matching 401k.
• Discretionary performance bonus.
• Employee referral bonus.
• Employee assistance program.
• 11 public holidays.
• 20 days PTO.
• 7 Sick Days.
• PTO buy and sell program.
• Volunteer days.
• Paid parental leave.
• Remote/hybrid work environment support.

For more information about BIP US, visit https://www.bip-group.com/en-us/.

Equal Employment Opportunity:

It is BIP US Consulting policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship, or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds.

BIP US provides a reasonable range of compensation for our roles. Actual compensation is influenced by a wide array of factors including but not limited to skill set, education, level of experience, and knowledge.