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
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