Business Support

Senior Associate – Business Support, Planning & Reporting

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Business Support | Reporting | Operations | PMO | Financial Services

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📍 Manchester, UK (Hybrid – 4 days onsite)

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💼 Full-time | Competitive Salary + Benefits

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🏦 BNY Pershing – Wealth Services Platform

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About the Company

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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.

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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.

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About the Role

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An exciting opportunity has arisen for an experienced Senior Associate – Business Support, Planning & Reporting to join BNY Pershing's Funds & Custody Operations function.

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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.

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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.

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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.

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What You'll Be Doing

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• Supporting senior leaders with business planning, coordination and operational priorities
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• Managing diaries, meetings, agendas, action logs and follow-up activities
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• Producing MI, dashboards, KPIs, scorecards and leadership reporting packs
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• Preparing PowerPoint presentations, briefing papers and management reports
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• Tracking actions, deliverables and dependencies across multiple workstreams
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• Supporting project delivery, operational change and continuous improvement initiatives
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• Working closely with Operations, Technology, Business Management and Change teams
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• Supporting governance activities, reporting cycles and business administration
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• Maintaining reporting accuracy and identifying opportunities to improve processes
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• Providing broad operational support across business-as-usual and project activities
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What We're Looking For

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• Experience within Business Support, Executive Support, PMO, Reporting or Business Management
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• Background within Financial Services Operations, Custody, Wealth Management or Asset Servicing
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• Experience supporting senior stakeholders
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• Strong reporting and MI production skills
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• Excellent Excel skills including Pivot Tables, Lookups and reporting
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• PowerPoint presentation experience
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• Strong organisation and planning skills
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• Experience coordinating meetings, actions and operational priorities
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• Excellent stakeholder management skills
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• Continuous improvement mindset
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• Ability to work across multiple priorities within a fast-paced operational environment
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About You

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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.

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Typical Backgrounds

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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.

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Suitable candidates may currently be working within areas such as:

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• Funds Operations
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• Custody Operations
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• Transfer Agency
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• Settlements & Trade Support
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• Corporate Actions
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• Reconciliations
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• Asset Servicing
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• Client Asset / CASS Operations
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• Platform or Wealth Operations
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• Investment Banking Operations / Middle Office
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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.

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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.

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Eligibility

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'57; Applicants must have full unrestricted right to work in the UK.

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'57; Sponsorship is not available now or in the future.

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How to Apply

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👉 Click Apply via LinkedIn

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📧 Or send your CV directly to [email protected]

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💬 Or message me confidentially to discuss the opportunity.