Senior Associate – Business Support, Planning & Reporting

BNY Pershing; Manchester; Hybrid; GBP 55,000 - 85,000; Full time

Job summary

BNY Pershing in Manchester is seeking a Senior Associate – Business Support, Planning & Reporting to join a high-impact operations function. You will provide broad business support, coordinate meetings, manage information flows, and deliver leadership reporting packs in a fast-paced financial services environment.

The role emphasizes planning, project support, and day-to-day operational tasks across multiple teams, with an on-site/hybrid mix and significant stakeholder interaction.

Qualifications

• Strong experience in business support, executive support, PMO/project support, reporting, operations coordination, business administration, or team support.
• 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.
• Experience supporting senior stakeholders with reporting, coordination, follow-ups, meeting materials, or business updates.
• Strong reporting capability with experience producing metrics, dashboards, scorecards, PowerPoint packs, and management information.
• Strong organisational skills with excellent attention to detail and follow-through.
• 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 PowerPoint and ideally Power BI or similar dashboard/reporting tools.
• Excellent communication and stakeholder management skills.
• Comfortable working in a fast-paced operational environment.
• Willingness to take a hands-on, practical approach and support both project-related and administrative tasks as required.

Responsibilities

• Provide broad business support to a senior leader and wider team across a range of day-to-day operational needs.
• Support diary management, meeting coordination, action tracking, follow-ups, and preparation of meeting materials.
• Compile updates, information, and responses from multiple teams to support business requests and leadership priorities.
• Produce and maintain MI, dashboards, scorecards, KPIs, and leadership reporting packs.
• Support business planning, team coordination, scheduling, and operational organisation.
• Track actions, deliverables, requests, and dependencies across multiple workstreams.
• Support the coordination of projects, change initiatives, and process improvement activity.
• Prepare high-quality reporting, presentations, and briefing materials for senior stakeholders.
• Work closely with operational teams to support client processing, reporting, and operational control activity.
• Partner with stakeholders across Operations, Business Management, Change, Technology, and support functions.
• Drive efficiency improvements through better reporting, organisation, follow-up, and structured process review.
• Support ad hoc business requests, planning requirements, and general team administration as needed.
• Contribute to reporting enhancement, automation, and continuous improvement initiatives where appropriate.

Skills

Business support

PMO

Stakeholder management

Reporting

Coordination

Operational planning

Meeting materials

Tools

Power BI

PowerPoint

Excel

Job description

Job Title: Senior Associate – Business Support, Planning & Reporting

Manchester, England, United Kingdom (Hybrid – 4 days onsite)

Competitive salary (dependent on experience)

Overview

We are partnering with a leading global financial services institution to hire an experienced Senior Associate – Business Support, Planning & 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 experience across business support, reporting, planning, coordination, and operational support to join a fast-paced and highly visible team.

The role will suit someone who combines strong organisation, coordination, reporting, and follow-up capability with the ability to manage multiple priorities in a complex operational environment. This is a broad, hands-on role that supports both the senior leader and wider team across a mix of business administration, reporting, meeting coordination, project/change support, and day-to-day operational tasks.

We are looking for someone who is practical, highly organised, detail-focused, and happy to roll up their sleeves to support the team across both high-value and day-to-day activities.

Key Responsibilities

• Provide broad business support to a senior leader and wider team across a range of day-to-day operational needs


• Support diary management, meeting coordination, action tracking, follow-ups, and preparation of meeting materials


• Compile updates, information, and responses from multiple teams to support business requests and leadership priorities


• Produce and maintain MI, dashboards, scorecards, KPIs, and leadership reporting packs


• Support business planning, team coordination, scheduling, and operational organisation


• Track actions, deliverables, requests, and dependencies across multiple workstreams


• Support the coordination of projects, change initiatives, and process improvement activity


• Prepare high-quality reporting, presentations, and briefing materials for senior stakeholders


• Work closely with operational teams to support client processing, reporting, and operational control activity


• Partner with stakeholders across Operations, Business Management, Change, Technology, and support functions


• Drive efficiency improvements through better reporting, organisation, follow-up, and structured process review


• Support ad hoc business requests, planning requirements, and general team administration as needed


• Contribute to reporting enhancement, automation, and continuous improvement initiatives where appropriate

Key Requirements

• Strong experience in business support, executive support, PMO/project support, reporting, operations coordination, business administration, or team support


• 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


• Experience supporting senior stakeholders with reporting, coordination, follow-ups, meeting materials, or business updates


• Strong reporting capability with experience producing metrics, dashboards, scorecards, PowerPoint packs, and management information


• Strong organisational skills with excellent attention to detail and follow-through


• 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 PowerPoint and ideally Power BI or similar dashboard/reporting tools


• Excellent communication and stakeholder management skills


• Comfortable working in a fast-paced operational environment


• Willingness to take a hands-on, practical approach and support both project-related and administrative tasks as required

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 support, reporting, coordination, and operational planning play a critical role in driving service delivery, control, and efficiency.

Why Join?

• Join a high-profile team with broad exposure across business support, reporting, operations, and coordination


• Play a key role in supporting team effectiveness, operational performance, and leadership priorities


• Work within a globally recognised, market-leading financial institution


• Gain visibility with senior stakeholders across a critical business area


• Opportunity to contribute to process improvement, reporting enhancement, and team efficiency


• Strong long-term career progression opportunities


• 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