Senior Associate – Business Support, Planning & Reporting

Overview

Overview

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

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

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

Email