Senior Associate - Project Change, Planning & Reporting
5 days ago
Manchester
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