Senior Associate – Business Support, Planning & Reporting
Business Support | Reporting | Operations | PMO | Financial Services
📍 Manchester, UK (Hybrid – 4 days onsite)
💼 Full-time | Competitive Salary + Benefits
🏦 BNY Pershing – Wealth Services Platform
About the Company
Join one of the world's leading financial services organisations, supporting global investment firms, wealth managers, broker-dealers and institutional clients. BNY Pershing combines market-leading technology with operational excellence to deliver innovative investment servicing solutions across EMEA.
As part of a collaborative, high-performing operations function, you'll have the opportunity to work alongside senior leaders, influence operational improvements and contribute to business-critical initiatives within a fast-paced financial services environment.
About the Role
An exciting opportunity has arisen for an experienced Senior Associate – Business Support, Planning & Reporting to join BNY Pershing's Funds & Custody Operations function.
This is a broad operational support role, providing business management, planning, reporting, governance, and coordination support to senior leadership and operational teams. You'll play a key role in ensuring effective business organisation, operational oversight, and the successful delivery of priorities across multiple workstreams, supporting both strategic initiatives and day-to-day business operations.
The role sits within BNY Pershing's Funds & Custody Operations function, which supports wealth managers, financial advisers, broker-dealers, and institutional clients across the EMEA region. The team is responsible for the accurate processing, settlement, servicing, and operational oversight of investment products and client assets within a highly regulated and controlled financial services environment.
We're looking for someone who enjoys variety, thrives in a fast-paced operational setting, and can confidently act as a trusted support to senior leadership by coordinating activities, producing management information, driving process improvements, and ensuring operational priorities are effectively managed across the wider function.
What You'll Be Doing
- Supporting senior leaders with business planning, coordination and operational priorities
- Managing diaries, meetings, agendas, action logs and follow-up activities
- Producing MI, dashboards, KPIs, scorecards and leadership reporting packs
- Preparing PowerPoint presentations, briefing papers and management reports
- Tracking actions, deliverables and dependencies across multiple workstreams
- Supporting project delivery, operational change and continuous improvement initiatives
- Working closely with Operations, Technology, Business Management and Change teams
- Supporting governance activities, reporting cycles and business administration
- Maintaining reporting accuracy and identifying opportunities to improve processes
- Providing broad operational support across business-as-usual and project activities
What We're Looking For
- Experience within Business Support, Executive Support, PMO, Reporting or Business Management
- Background within Financial Services Operations, Custody, Wealth Management or Asset Servicing
- Experience supporting senior stakeholders
- Strong reporting and MI production skills
- Excellent Excel skills including Pivot Tables, Lookups and reporting
- PowerPoint presentation experience
- Strong organisation and planning skills
- Experience coordinating meetings, actions and operational priorities
- Excellent stakeholder management skills
- Continuous improvement mindset
- Ability to work across multiple priorities within a fast-paced operational environment
About You
You'll be highly organised, proactive and comfortable working with senior stakeholders within a complex operational environment. You enjoy bringing structure to busy teams, producing meaningful reporting and helping improve the way operational teams work.
Typical Backgrounds
We are particularly interested in candidates with backgrounds across investment operations, asset servicing, custody, fund administration, transfer agency, platform operations, securities operations, or wealth management operations environments.
Suitable candidates may currently be working within areas such as:
- Funds Operations
- Custody Operations
- Transfer Agency
- Settlements & Trade Support
- Corporate Actions
- Reconciliations
- Asset Servicing
- Client Asset / CASS Operations
- Platform or Wealth Operations
- Investment Banking Operations / Middle Office
We are open to candidates from both operational processing and client servicing backgrounds, particularly those who have worked within regulated financial services environments managing high-volume transactions, reconciliations, controls, and stakeholder interaction.
Senior Associate level candidates will ideally have experience acting as an escalation point, supporting oversight responsibilities, mentoring junior team members, or contributing towards process improvement and operational efficiency initiatives.
Eligibility
❗ Applicants must have full unrestricted right to work in the UK.
❗ Sponsorship is not available now or in the future.
How to Apply
👉 Click Apply via LinkedIn
📧 Or send your CV directly to
💬 Or message me confidentially to discuss the opportunity.
Business Support employer: BNY Pershing
At BNY Pershing, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Manchester. Our commitment to employee growth is evident through comprehensive training programs and leadership development opportunities, ensuring that our team members thrive in their careers while contributing to meaningful operational improvements in the financial services sector. With a hybrid working model and a focus on accountability and service excellence, we provide a supportive environment where you can make a real impact.
