At a Glance
- Tasks: Support business planning, reporting, and operational change in a dynamic financial services environment.
- Company: Join a globally recognised financial services institution with a high-performing operations team.
- Benefits: Competitive salary, career progression, and exposure to senior stakeholders.
- Other info: Hybrid work model with opportunities for automation and AI-driven efficiency.
- Why this job: Make a real impact on operational performance and process improvement initiatives.
- Qualifications: Experience in business planning, reporting, and operational analysis is essential.
The predicted salary is between 45000 - 55000 £ per year.
We are partnering with a leading global financial services institution to hire an experienced Senior Associate – Business Planning, Change & Reporting to join a high-impact operations function within a global custody and wealth services environment. This is an excellent opportunity for a candidate with strong experience across business planning, reporting, operational change, and client processing support to join a fast-paced and highly visible team. The role will suit someone who combines strong coordination, analysis, reporting, and process improvement capability with the ability to manage multiple priorities in a complex operational environment. You will play a key role in supporting planning activity, management information, business performance reporting, and change initiatives across the function.
Key Responsibilities
- Support business planning, analysis, and reporting activity across the wider operations function.
- Produce and maintain MI, dashboards, scorecards, KPIs, and leadership reporting packs.
- Support the coordination and delivery of projects, change initiatives, and process improvement activity.
- Track actions, milestones, deliverables, and dependencies across multiple workstreams.
- Support operational planning, scheduling, forecasting, and workflow visibility.
- Analyse data to identify trends, performance issues, risks, and opportunities for improvement.
- Prepare high-quality reporting and presentations for senior stakeholders and leadership teams.
- Work closely with operational teams to support client processing, reporting, and operational control activity.
- Partner with stakeholders across Operations, Change, Business Management, Technology, and support functions.
- Drive efficiency improvements through better reporting, analysis, and structured process review.
- Contribute to automation, reporting enhancement, and continuous improvement initiatives.
- Support ad hoc analysis, planning requirements, and business updates as needed.
Key Requirements
- Strong experience in business planning, reporting, MI, operational analysis, project coordination, or operational change.
- Experience within financial services operations, client processing, custody, asset servicing, or a similar operational environment.
- Proven ability to manage multiple priorities simultaneously in a high-volume, deadline-driven setting.
- Exposure to operational planning, workflow management, scheduling, or resource coordination.
- Strong reporting capability with experience producing metrics, dashboards, scorecards, and management information.
- Demonstrated process improvement / continuous improvement mindset.
- Strong analytical capability with the ability to interpret data and provide meaningful insight.
- Advanced Excel skills including formulas, lookups, pivots, and reporting.
- Experience with Power BI or similar dashboard/reporting tools.
- Excellent communication and stakeholder management skills.
- Strong organisation, attention to detail, and delivery focus.
- Comfortable working in a fast-paced operational environment.
About the Organisation
Our client is a globally recognised financial services institution operating at the centre of the financial services ecosystem, delivering world-class custody, asset servicing, settlement, and investment operations solutions across global markets. This role sits within a high-performing operations environment where business planning, reporting, client processing support, and operational change play a critical role in driving service delivery, control, and efficiency.
Why Join?
- Join a high-profile team with broad exposure across business planning, reporting, operations, and change.
- Play a key role in supporting operational performance, reporting, and process improvement.
- Work within a globally recognised, market-leading financial institution.
- Gain visibility with senior stakeholders across a critical business area.
- Opportunity to contribute to automation, reporting enhancement, and AI-enabled operational efficiency.
- Strong long-term career progression opportunities.
Eligibility
- Must have full, unrestricted right to work in the UK.
- Sponsorship is not available now or in the future.
- Preference for candidates with long-term UK work eligibility.
How to Apply
Email: Open to a confidential discussion – feel free to reach out.
Senior Associate – Business Planning, Change & Reporting in Manchester employer: BNY Pershing
Join a globally recognised financial services institution in Manchester, where you will be part of a high-impact operations team dedicated to driving efficiency and performance. With a strong focus on employee growth, this role offers competitive salary packages, opportunities for career progression, and the chance to work on innovative projects that enhance operational processes. Experience a collaborative work culture that values your contributions and provides exposure to senior stakeholders across the business.
