Associate, Financial Planning & Analysis
Associate, Financial Planning & Analysis

Associate, Financial Planning & Analysis

Full-Time 28800 - 43200 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Join us as an Associate in Financial Planning & Analysis, supporting legal and financial operations.
  • Company: BNY is a leading global financial services company, managing nearly 20% of the world's investible assets.
  • Benefits: Enjoy competitive pay, flexible resources, generous paid leave, and volunteer time to support your wellbeing.
  • Why this job: Be part of an inclusive culture that values innovation and makes a real impact on communities worldwide.
  • Qualifications: A Bachelor's degree in finance or accounting is preferred; attention to detail and independence are key.
  • Other info: This hybrid role is based in Manchester, UK, with a focus on collaboration and professional growth.

The predicted salary is between 28800 - 43200 £ per year.

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

We’re seeking a future team member for the role of Associate, FI Planning & Analysis II to join our Legal Administration Group (LAG). This role could be based in Manchester, UK, hybrid in office 4 days a week.

In this role, you will make an impact in the following ways:

  • Input and maintain matter records and associated documents
  • Enter Legal vendor set-ups in matter management system
  • Perform docket review
  • Support eBilling team with invoice lifecycle
  • Liaise with law firms and in-house attorneys
  • Track Alternative Fee Arrangements
  • Support legal vendor management
  • Perform various reconciliations
  • Create and distribute financial reports
  • Support special projects as assigned

To be successful in this role, we are seeking the following:

  • Focus on details and accuracy
  • Adherence to deadlines
  • Ability to work independently with minimal supervision
  • Proactively identify and resolve issues
  • Bachelor\’s degree in finance or accounting, or equivalent combination of education and work experience
  • Experience in financial planning and analysis preferred
  • Familiarity with TyMetrix 360 and iManage a plus

At BNY, our inclusive culture speaks for itself. Here’s a few of our awards:

  • America’s Most Innovative Companies, Fortune, 2024
  • World’s Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
  • Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
  • Most Just Companies”, Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer – Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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Associate, Financial Planning & Analysis employer: BNY Mellon

At BNY, we pride ourselves on fostering a culture that champions growth and innovation, making us an exceptional employer for those in the financial sector. Located in Manchester, our hybrid work model allows for flexibility while being part of a globally recognised firm that values inclusivity and employee wellbeing. With competitive compensation, generous benefits, and a commitment to professional development, BNY is dedicated to empowering its employees to thrive both personally and professionally.
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Contact Detail:

BNY Mellon Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Associate, Financial Planning & Analysis

✨Tip Number 1

Familiarise yourself with the financial planning and analysis tools mentioned in the job description, such as TyMetrix 360 and iManage. Having a solid understanding of these systems can give you an edge during interviews.

✨Tip Number 2

Network with current or former employees at BNY to gain insights into their culture and expectations. This can help you tailor your approach and demonstrate your genuine interest in the company.

✨Tip Number 3

Prepare to discuss your experience with financial reporting and vendor management. Be ready to provide specific examples of how you've successfully handled similar tasks in previous roles.

✨Tip Number 4

Showcase your attention to detail and problem-solving skills during any interactions with the company. Consider preparing scenarios where you've identified and resolved issues effectively in past positions.

We think you need these skills to ace Associate, Financial Planning & Analysis

Attention to Detail
Financial Analysis
Data Entry Skills
Legal Document Management
Vendor Management
Reconciliation Skills
Report Generation
Problem-Solving Skills
Time Management
Communication Skills
Ability to Work Independently
Proactive Issue Resolution
Familiarity with TyMetrix 360
Familiarity with iManage
Deadline Adherence

Some tips for your application 🫡

Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Associate, Financial Planning & Analysis position. Tailor your application to highlight relevant experiences that align with these expectations.

Highlight Relevant Experience: In your CV and cover letter, emphasise any experience you have in financial planning and analysis, as well as familiarity with tools like TyMetrix 360 and iManage. Use specific examples to demonstrate your skills and achievements.

Craft a Strong Cover Letter: Write a compelling cover letter that showcases your passion for the role and the company. Mention how your values align with BNY's inclusive culture and your eagerness to contribute to their mission.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for the role.

How to prepare for a job interview at BNY Mellon

✨Showcase Your Attention to Detail

Given the role's focus on accuracy and detail, be prepared to discuss specific examples from your past experiences where your attention to detail made a significant impact. This could include instances of successful financial reporting or error-free documentation.

✨Demonstrate Your Problem-Solving Skills

The ability to proactively identify and resolve issues is crucial for this position. Think of scenarios where you faced challenges in financial planning or analysis and how you overcame them. Be ready to share these stories during your interview.

✨Familiarise Yourself with Relevant Tools

While familiarity with TyMetrix 360 and iManage is a plus, showing that you are tech-savvy and willing to learn new systems can set you apart. Research these tools beforehand and express your eagerness to adapt to their use in the role.

✨Align with Their Inclusive Culture

BNY prides itself on its inclusive workplace. During the interview, highlight your experiences working in diverse teams and how you contribute to an inclusive environment. This will resonate well with their company values and culture.

Associate, Financial Planning & Analysis
BNY Mellon

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