Job Title: Senior Associate – Project Change, 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 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: mdhas@atriumglobal.com
Open to a confidential discussion – feel free to reach out
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