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 Warrington 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 automation and process improvement, and the chance to work closely with senior stakeholders in a dynamic, fast-paced environment. Experience a supportive work culture that values collaboration and innovation, making it an excellent employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate – Business Planning, Change & Reporting in Warrington
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like BNY Pershing. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Associate – Business Planning, Change & Reporting in Warrington
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to BNY Pershing.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on BNY Pershing's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at BNY Pershing
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with BNY Pershing.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at BNY Pershing will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former BNY Pershing employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
