Senior Associate – Business Planning, Change & Reporting

Job Title: Senior Associate – Business Planning, Change & 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