BNY Pershing
Operations Supervisor
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Senior Associate - Fund Dealing Support Supervisor
Funds | Fund Dealing | Custody | Asset Servicing | Team Leader
📍 Manchester, UK (Hybrid – 4 days onsite)
💼 Full-time | Competitive Salary + Benefits
🏦 BNY Pershing – Wealth Services Platform
About the Company
Join one of the world's leading financial services organisations, supporting global investment firms, wealth managers, broker-dealers, and institutional clients. BNY Pershing combines market-leading technology with operational excellence to deliver innovative investment servicing solutions across EMEA.
As part of a collaborative, high-performing operations function, you'll have the opportunity to work alongside senior leaders, influence operational improvements, and contribute to business-critical initiatives within a fast-paced financial services environment.
About the Role
An exciting opportunity has arisen for an experienced Fund Dealing Support Supervisor to join BNY Pershing's Funds & Custody Operations function.
This role combines operational leadership with hands-on responsibility, overseeing a small team while ensuring the efficient delivery of fund applications, share class conversions, fund onboarding, and operational control activities. You'll play a key role in maintaining service quality, regulatory compliance, and operational excellence, while supporting the development of your team and driving continuous improvement across the function.
The role sits within BNY Pershing's Funds & Custody Operations team, which supports wealth managers, financial advisers, broker-dealers, and institutional clients across the EMEA region. The function is responsible for the accurate processing, settlement, servicing, and administration of investment products and client assets within a highly regulated financial services environment.
We're looking for an experienced supervisor who thrives in a fast-paced operational setting and enjoys balancing people leadership with day-to-day operational oversight. You'll work closely with internal teams, Fund Managers, Transfer Agents, Compliance, Financial Crime, and other key stakeholders to ensure operational processes are delivered accurately, risks are effectively managed, and clients receive an exceptional level of service. The role also offers the opportunity to contribute to process improvements, system enhancements, reporting, and the ongoing development of the wider Funds & Custody function.
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What You'll Be Doing
- Supervising a small operational team across Fund Applications and Share Class Conversions
- Managing day-to-day workflow, priorities, and service delivery
- Supporting fund onboarding and client account set-up activities
- Coordinating fund dealing support and settlement processes
- Managing client, Fund Manager, and Transfer Agent queries
- Preparing Share Class Conversion instructions
- Producing MI, KRIs, scorecards, client billing, and operational reporting
- Monitoring reconciliations and resolving operational exceptions
- Supporting CASS activities and client asset controls
- Working closely with Financial Crime, Compliance, MLRO, and Operations teams
- Maintaining procedures, operational documentation, and business continuity plans
- Supporting testing, system enhancements, and operational improvements
- Leading team coaching, development, and performance management
What We're Looking For
- Experience supervising operational teams within Financial Services
- Funds, Custody, or Asset Servicing experience
- Strong understanding of Fund Applications or Fund Operations
- Knowledge of Share Class Conversions, Fund Onboarding, or Transfer Agency processes
- Experience producing operational reporting and management information
- Excellent Excel skills including Pivot Tables, Lookups, and formulas
- Experience managing operational controls and reconciliations
- Strong stakeholder and client communication skills
- Continuous improvement mindset
- Ability to manage operational priorities within a regulated environment
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About You
You'll be an experienced operational leader who enjoys developing people, improving processes, and ensuring high-quality operational delivery. You'll be comfortable balancing team leadership with hands-on operational responsibilities while maintaining strong client service and regulatory standards.
Typical Backgrounds
We are particularly interested in candidates with backgrounds across investment operations, asset servicing, custody, fund administration, transfer agency, platform operations, securities operations, or wealth management operations environments.
Suitable candidates may currently be working within areas such as:
- Funds Operations
- Custody Operations
- Transfer Agency
- Settlements & Trade Support
- Corporate Actions
- Reconciliations
- Asset Servicing
- Client Asset / CASS Operations
- Platform or Wealth Operations
- Investment Banking Operations / Middle Office
We are open to candidates from both operational processing and client servicing backgrounds, particularly those who have worked within regulated financial services environments managing high-volume transactions, reconciliations, controls, and stakeholder interaction.
Senior Associate level candidates will ideally have experience acting as an escalation point, supporting oversight responsibilities, mentoring junior team members, or contributing towards process improvement and operational efficiency initiatives.
Eligibility
❗ Applicants must have full unrestricted right to work in the UK.
❗ Sponsorship is not available now or in the future.
How to Apply
👉 Click Apply via LinkedIn
📧 Or send your CV directly to award@atriumglobal.com
💬 Or message me confidentially to discuss the opportunity.
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