Qureos Mentor

Broadridge

<div><p>At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you&rsquo;re passionate about developing your career, while helping others along the way, come join the Broadridge team.</p><p></p><p>
Broadridge is Growing! We are seeking a <b>Tax Business Analyst </b>with strong tax, regulatory, and financial services experience to support the analysis, implementation, and enhancement of Tax reporting, cost basis processes, systems, and controls. This role will partner with business, operations, technology, compliance, and tax stakeholders to ensure cost basis reporting is accurate, compliant, and aligned with evolving regulatory requirements. The ideal candidate has deep knowledge of cost basis regulations, securities processing, tax reporting, and business analysis best practices.</p><p></p><p><b>
Key Responsibilities:</b></p><ul><li>
Analyze and document business requirements related to cost basis processing, tax reporting, and regulatory compliance.</li><li>
Serve as a subject matter expert for cost basis rules across various asset classes, including equities, mutual funds, fixed income, and options.</li><li>
Interpret and translate IRS regulations, tax guidance, and industry rules into business requirements, functional specifications, and process improvements.</li><li>
Partner with compliance, tax, operations, and technology teams to support implementation of regulatory and tax-driven changes.</li><li>
Evaluate current-state processes and identify gaps, risks, control issues, and opportunities for automation and efficiency.</li><li>
Support design and testing of system enhancements related to:</li><li>
Cost basis calculation methods</li><li>
Wash sale processing</li><li>
Corporate actions</li><li>
Transfers and ACATS activity</li><li>
Tax lot accounting</li><li>
Covered and non-covered securities reporting</li><li>
Create and maintain business requirements documents, functional specifications, process flows, test cases, and user stories.</li><li>
Lead or support UAT, regression testing, and validation efforts for cost basis and tax reporting initiatives.</li><li>
Investigate and resolve production issues, breaks, and reporting discrepancies involving cost basis data and tax forms.</li><li>
Collaborate with data, operations, and technology teams to ensure data quality, lineage, reconciliation, and controls are in place.</li><li>
Support readiness for regulatory audits, internal audits, and compliance reviews by maintaining documentation and evidencing controls.</li><li>
Monitor industry and regulatory developments affecting cost basis and tax reporting, and communicate impacts to stakeholders.</li><li>
Assist with implementation of process controls and governance to improve reporting accuracy and reduce operational risk.</li><li>
Provide stakeholder updates, status reporting, and issue tracking across projects and enhancements.</li></ul><p></p><p><b>
Preferred Qualifications:</b></p><ul><li>
Bachelor&rsquo;s degree in Finance, Accounting, Business, Economics, Information Systems, or a related field.</li><li>
5+ years of experience as a Business Analyst in financial services, brokerage, wealth management, asset servicing, or tax operations.</li><li>
Strong knowledge of cost basis accounting and tax lot processing.</li><li>
Direct experience with tax and regulatory requirements impacting cost basis reporting, including:</li><li>
Covered vs. non-covered securities</li><li>
IRS cost basis regulations</li><li>
Form 1099-B reporting</li><li>
Wash sale rules</li><li>
Corporate action impacts on basis</li><li>
Securities transfers and basis reporting requirements</li><li>
Understanding of broker-dealer operations, post-trade processing, custody, and securities lifecycle events.</li><li>
Experience translating complex regulatory requirements into clear business and system requirements.</li><li>
Proven ability to perform gap analysis, process mapping, root cause analysis, and impact assessments.</li><li>
Experience with UAT, defect management, test planning, and validation of financial/tax reporting systems.</li><li>
Strong analytical skills with the ability to work with large datasets, reconciliations, and exception analysis.</li><li>
Familiarity with Agile, Scrum, or hybrid project delivery methodologies.</li><li>
Proficiency with tools such as SQL, Excel, JIRA, Confluence, Visio, or similar BA and data analysis tools.</li><li>
Excellent written and verbal communication skills with the ability to present to both technical and non-technical audiences.</li><li>
Strong organizational skills and ability to manage multiple priorities in a deadline-driven environment.</li></ul><p></p><p><b>
Nice-to-Have Qualifications</b></p><ul><li>
Experience with cost basis platforms, brokerage back-office systems, or tax reporting systems.</li><li>
Knowledge of ACATS, DTCC processing, corporate actions, and securities reference data.</li><li>
Exposure to regulatory change management and audit support.</li><li>
Professional certifications such as CBAP, PMP, CPA, or CFA are a plus.</li><li>
Experience working in large-scale enterprise transformation or modernization programs.</li></ul><p><i>
Hourly range $50-70/hr</i></p><p><i>
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.</i></p><p><i>
#LI-MR1</i></p><p><i>
#LI-REMOTE</i></p><p></p><p>
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&mdash;and ultimately a community&mdash;that recognizes and celebrates everyone&rsquo;s unique perspective.</p><p></p><p><b>
Use of AI in Hiring</b></p><p>
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that 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.</p><p></p><p>
US applicants: Click here to view the EEOC &quot;Know Your Rights&quot; poster.</p><p></p><p><b><i>
Disability Assistance</i></b></p><p>
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.</p><p></p><p>
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.</p></div>

Tax Business Analyst (CONTRACT) REMOTE

<div><p>At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you&rsquo;re passionate about developing your career, while helping others along the way, come join the Broadridge team.</p><p></p><p><b>
About Us:</b></p><p>
Broadridge Financial Solutions, Inc. (NYSE: BR) a global Fintech leader delivering advanced communications, technology, data, and analytics solutions to clients across the financial services industry. With over <i>$6 billion in revenues</i> and serving clients in over <i>100 countries</i>, Broadridge plays a vital role as a trusted partner to banks, broker-dealers, mutual funds, and corporate issuers, helping them operate efficiently and serve investors effectively.</p><p></p><p>
At Broadridge, we foster innovation, collaboration, and excellence, providing an environment where technology and talent come together to make a meaningful impact.</p><p></p><p><b>
Job Summary:</b></p><p>
The <b>S2P System Administrator</b> will be responsible for configuring, maintaining, and enhancing the Source-to-Pay (S2P) systems&mdash;particularly Coupa and/or Zycus&mdash;to align with Broadridge&rsquo;s procurement and sourcing objectives. This role bridges business needs and technology, ensuring the system remains effective, compliant, and user-friendly while supporting continuous improvement initiatives.</p><p></p><p><b>
Key Responsibilities</b></p><ul><li><p>
Configure and maintain Broadridge&rsquo;s S2P platform to align with procurement processes&mdash;including workflows, user roles, data fields, and system integrations.</p></li><li><p>
Collaborate with procurement, sourcing, vendor management, and finance teams to translate business requirements into effective system configurations.</p></li><li><p>
Provide end-user support (Buyers, Suppliers), troubleshoot system issues, and manage access to ensure smooth operations.</p></li><li><p>
Ensure data integrity through uploads, updates, validations, and consistency monitoring.</p></li><li><p>
Identify, design, and implement system enhancements to improve process efficiency and user experience.</p></li><li><p>
Develop and execute test plans to validate configuration changes against business needs.</p></li><li><p>
Maintain comprehensive documentation, including system configurations, process maps, SOPs, and user guidance materials.</p></li><li><p>
Ensure compliance with security policies, data protection standards, and regulatory requirements.</p></li><li><p>
Liaise with software vendors (Coupa/Zycus) to resolve issues, request enhancements, and manage upgrades.</p></li><li><p>
Support change management by communicating new features, training users, and driving system adoption.</p></li><li><p>
Manage communication and training related to supplier onboarding and template/process changes.</p></li><li><p>
Support catalog management, ensuring compliance with standard processes.</p></li><li><p>
Generate reports and analytics from the S2P platform to support procurement decision-making.</p></li><li><p>
Track and manage incidents, maintaining an internal issue log and providing metrics for business reviews.</p></li></ul><p></p><p><b>
Qualifications and Experience</b></p><ul><li><p><b>
Education:</b> Bachelor&rsquo;s degree or equivalent experience.</p></li><li><p><b>
Experience:</b> 3&ndash;5 years in System Administration, Analyst, or similar technology-support role.</p></li><li><p><b>
Preferred System Exposure:</b> Coupa, SAP Ariba, or Zycus.</p></li></ul><p></p><p><b>
Skills &amp; Competencies</b></p><ul><li><p>
Hands-on experience in configuring and maintaining S2P platforms.</p></li><li><p>
Strong understanding of procurement, sourcing, invoicing, catalog, and vendor management processes.</p></li><li><p>
Experience with cXML integration setup and troubleshooting.</p></li><li><p>
Analytical mindset with strong problem-solving and reporting skills.</p></li><li><p>
Strong communication and stakeholder management skills.</p></li><li><p>
Proficient in Microsoft Office Suite.</p></li><li><p>
Experience in process mapping, SOP creation, and change management.</p></li><li><p>
Familiarity with ERP systems and cloud-based procurement platforms.</p></li><li><p>
Project management and/or Lean Six Sigma experience a plus.</p></li><li><p>
Proven team player who thrives in a fast-paced, goal-oriented environment.</p></li></ul><p><b><br>
Why Join Broadridge</b></p><ul><li><p><b>
Global Impact:</b> Work with a leading Fintech company shaping the future of financial technology and operations worldwide.</p></li><li><p><b>
Innovation-Driven Environment:</b> Be part of an organization that embraces technology evolution, intelligent automation, and continuous improvement.</p></li><li><p><b>
Career Growth:</b> Broadridge offers dynamic career pathways, professional development, and global mobility opportunities.</p></li><li><p><b>
People First Culture:</b> Experience a collaborative, diverse, and inclusive workplace where ideas are valued, and contributions are recognized.</p></li><li><p><b>
Purpose and Stability:</b> Join a trusted, publicly listed company with a strong purpose &mdash; powering transparency, governance, and investor confidence.</p></li></ul><p></p><p>
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&mdash;and ultimately a community&mdash;that recognizes and celebrates everyone&rsquo;s unique perspective.</p><p></p><p><b>
Use of AI in Hiring</b></p><p>
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that 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.</p></div><p></p>

Coupa/Zycus S2P System Admin

<div><p>At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you&rsquo;re passionate about developing your career, while helping others along the way, come join the Broadridge team.</p><p></p><p>
The Financial Analyst will join the FP&amp;A team supporting the Wealth business within the GTO Segment of Broadridge. This position will work closely with the finance team and key business leaders in managing, forecasting and delivering financial results that meet and are aligned with business requirements. The successful candidate will need to provide advanced level of financial guidance and validates key assumptions, model outcomes, conclusions, risks, opportunities and recommendations to finance and business executives. Additionally, high level of systems proficiency using Oracle Financials, IBM TM1, and the Microsoft Office suite of applications is required. This is a highly visible position requiring a solid understanding of the business and its key drivers along with strong communication and presentation skills, both written and verbal. This is an individual contributor role, working within the Wealth Finance team.</p><p></p><p><b>
Responsibilities:
</b></p><ul><li><p>Create management reports for monthly, quarterly, and yearly financial results and prepare commentaries for senior management.</p></li><li><p>
Develop annual Plans, quarterly Forecasts, and long-term strategic plans.</p></li><li><p>
Advise department leadership on revenue and expense management through identifying key performance drivers, problem areas, and providing financial support / measurement of key initiatives. Deliver thoughtful and defendable recommendations (i.e., suggested future courses of action, strategies and/or policy changes) to achieve desired results/financial targets in a timely manner</p></li><li><p>
Proactively identify and drive improvement opportunities for the Finance organization and work closely with the larger finance organization to ensure improvement opportunities are implemented effectively and timely</p></li><li><p>
Develop and build strong partnerships with key points of contacts</p></li><li><p>
Lead projects and initiatives that span across financial and business areas with BU Finance teams, as well as Corporate FP&amp;A and Financial Reporting</p></li><li><p>
Other ad hoc analyses around pricing renewals and sales opportunities</p></li></ul><p></p><p><b>
Qualifications:</b></p><ul><li><p>
Bachelor's Degree in Accounting, Finance, Economics, related field or equivalent experience required</p></li><li><p>
1+ years financial analysis experience required</p></li><li><p>
High level of proficiency in Microsoft Office, especially in Excel and PowerPoint</p></li><li><p>
Experience with Power BI, TM1 and Anaplan is a plus</p></li><li><p>
Self-starter who can work in a fast paced, quickly changing, and high-pressure environment</p></li><li><p>
Demonstrated experience in continuous improvement initiatives, root cause analysis and project management</p></li><li><p>
Ability to work independently, communicate effectively and concisely, demonstrate high level of personal accountability, lead collaboratively, and apply critical thinking and sound judgment when faced with unstructured situations</p></li><li><p>
Experience implementing AI initiatives is a plus.</p></li></ul><p></p><p><i>
Salary range $75,000.00- $82,000.00 USD . Bonus Eligible.</i></p><p><i>
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.</i></p><p><i>
Please visit </i><i>www.broadridgebenefits.com</i><i> for more information on our comprehensive benefit offerings</i>.</p><p></p><p>
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&mdash;and ultimately a community&mdash;that recognizes and celebrates everyone&rsquo;s unique perspective.</p><p></p><p><b>
Use of AI in Hiring</b></p><p>
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that 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.</p><p></p><p>
US applicants: Click here to view the EEOC &quot;Know Your Rights&quot; poster.</p><p></p><p><b><i>
Disability Assistance</i></b></p><p>
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.</p><p></p><p>
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.</p></div>

Financial Analyst (Hybrid)

<div><div>At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you&rsquo;re passionate about developing your career, while helping others along the way, come join the Broadridge team.</div><div></div><div>
Broadridge is hiring! We&rsquo;re seeking an Operations Associate to join our stellar team. In this role, you will have the opportunity to support our high-profile clients by delivering exceptional service and operational support for Alternative Investment transactions</div><div>
Responsibilities:</div><ul><li><div>
Provide phone support to high profile Financial Advisors and their support staff regarding Alternative Investment transactions, including subscriptions, transfers, redemptions, and document revisions/amendments.</div></li><li><div>
 Field and document anywhere from 30-50 phone calls per day on the Morgan Stanley Service Network via Genesys phone routing system</div></li><li><div>
 Maintain detailed call log documentation utilizing Salesforce CRM software.</div></li><li><div>
 Partner with various teams within Morgan Stanley Client Solutions &amp; Investment Solutions organizations such as Reg D, Transactional Processing, Product Management, Product Development, Platform Solutions, etc. on processing requests</div></li><li><div>
Engage in Ad Hoc projects that supports various Alternative Investment Operations teams.</div></li><li><div>
Provide World Class Service to Financial Advisors and their support staff.</div></li><li><div>
 Participate in continuous educational training sessions to maintain knowledge of Alternative Investment products and systems.</div></li><li><div>
Follow professional telephone etiquette on all calls and handle interactions in a professional manner to maintain caller satisfaction.</div></li><li><div>
Ensure high service quality during interactions on inbound/outbound calls.</div></li><li><div>
Adhere to required schedule adjustments across the day.</div></li><li><div>
Ability to work efficiently and effectively in a hybrid environment (in-person &amp; remote).</div></li></ul><div></div><div>
Qualifications</div><ul><li><div>
0-3 years of relevant experience</div></li><li><div>
Ability to handle time effectively and clearly prioritize tasks</div></li><li><div>
A self-starter with experience utilizing the Microsoft Office tools</div></li><li><div>
Ability to stay calm and logically work through problems/issues as they arise, often under tight deadlines</div></li><li><div>
Customer service oriented, able to handle multiple tasks at a time</div></li></ul><div></div><div>
Compensation Range: The salary range for this position is between $23/hr to $25/hr. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.</div><div>
Bonus Eligibility: Bonus Eligible</div><div>
Benefits Information: Please visit <div>www.broadridgebenefits.com</div> for more information on our comprehensive benefit offerings</div><div>
#LI-PP1</div><div></div><div>
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&mdash;and ultimately a community&mdash;that recognizes and celebrates everyone&rsquo;s unique perspective.</div><div></div><div>
Use of AI in Hiring</div><div>
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that 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.</div><div></div><div>
US applicants: Click <div>here</div> to view the EEOC &quot;Know Your Rights&quot; poster.</div><div></div><div><i>
Disability Assistance</i></div><div>
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.</div><div></div><div>
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to <div>BRcareers@broadridge.com</div>.</div></div>

Operations Associate

Join Broadridge and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Broadridge

About Company

Tax Business Analyst (CONTRACT) REMOTE

Coupa/Zycus S2P System Admin

Financial Analyst (Hybrid)

Operations Associate