Associate, Client Reporting/Performance II

BNY; Manchester; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Competitive compensation

Flexible global resources

Generous paid leaves

Job summary

A leading global financial services company based in Manchester is seeking an Associate for Client Operations II. In this role, you will oversee the management of loan portfolios and ensure high client experience levels while collaborating with internal teams and clients. The ideal candidate should have strong client management experience and a background in financial services, particularly with loans and risk management. This role also offers competitive compensation and benefits in a supportive work culture.

Qualifications

• Experience in Corporate Trust or financial markets is required.
• Strong ability to manage client relationships effectively.
• Good understanding of risk management and control practices.

Responsibilities

• Oversee Collateralised Loan Obligations and loan portfolios.
• Engage with clients for timely execution and reporting.
• Participate in and follow up on client meetings.

Skills

Client Management

Analytical Skills

Decision Making

Interpersonal Skills

Time Management

Financial Services Technical Skills

Tools

Microsoft Excel

Job description

Job Description

At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what is all about. Join us and be part of something extraordinary.

We’re seeking a future team member for the role of Associate, Client Operations II to join our Client Service team. This role is located in Manchester.

Responsibilities

• Day to day oversight of the assigned Collateralised Loan Obligations ("CLOs") and /or loan portfolios to ensure high Client Experience Levels
• Transaction Management: Cash & Trade (Loans, Bonds etc) Management Oversight – ability to engage with Clients to ensure timely execution, Report Review and preparation on CLO and or loan Portfolio’s Performance, Monitoring of Service Level
• Collaboration: Continuous dialogue and open communication with Lead Client Service Manager (CSM) and Group Manager on status of work being completed by supporting teams
• Participate in Client Meetings and follow up items are closed out
• Develop working relationships with Front Office Relationship Managers
• Identify and resolve issues while serving as a high-level escalation point for complex situations and ensure that they are brought to a successful resolution
• Employee Development: Key role in training of support team on Client and deal specific requirements
• Partner with Lead CSM to identify and streamline business operations. Support the efforts to enhance controls by standardising relevant business processes and consistently managing/monitoring those activities to ensure quality and accuracy. Support key business programs, including business and process improvements which drive greater operational efficiencies and superior client service
• Support Lead CSM as an escalation point and communicate effectively with other internal shared services, external investment managers, brokers, and clients. This role sets the directions and tones for the client service administration elements of our business and therefore drives overall client relationships and risk management
• Partner Management: proactively monitor and manage the activities performed within our business partners and hold regular meetings and elevate any concerns

Qualifications

• Corporate Trust or related financial markets/securities industry experience.
• Strong Client Management Experience
• Ability to review deal governing documents
• Experience in Loans (syndicated, bi-lateral, real estate) and CLOs very desirable
• Solid understanding of the product(s) administered by the group and thorough understanding of risk management and control practices.
• Proactively monitor and manage the activities performed within our business partners outside of Ireland
• Ability to quickly address issues – strong decision making
• Financial Services Technical Skills
• Effective interpersonal, oral and written communication skills
• Excellent analytical, organisational and time management skills with the ability to meet tight deadlines
• Proficiency in using Microsoft packages particularly Excel

At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn

Recent Awards

• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

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.