Senior Implementation Analyst

About the Business

Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK’s best wealth manager for clients and their advisers. Quilter oversees £116.2 billion in customer investments (as 30 September 2024). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is comprised of two segments: Affluent and High Net Worth.
Affluent encompasses the financial planning business, Quilter Financial Planning, the Quilter Investment Platform and Quilter Investors, the multi-asset investment solutions business.
High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Cheviot Financial Planning.
At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater difference to the people and communities we serve.
Our business is transforming, continually modernising, and becoming even more customer centric. So, if you want to be bold in the pursuit of your ambitions, bring new ideas, and challenge and evolve what we do, it’s the perfect time to join us!

About the Role

Level: Level 4

Department: Quilter Investors

Location: London

Contract type: Permanent, Full time/ Part time

We are seeking a highly skilled and experienced Senior Implementation Analyst to join our dynamic team. The successful candidate will be responsible for inputting and authorising model portfolios in line with agreed Strategic Asset Allocation (SAA) benchmarks and investment mandate restrictions across a range of platforms. This role requires a keen eye for detail, strong analytical skills, and the ability to work collaboratively with various stakeholders.

Key responsibilities:

• Input and authorise model portfolios in line with agreed SAA benchmarks and investment mandate restrictions across multiple platforms.

• Manage the onboarding of new platforms, ensuring seamless integration and compliance.

• Develop new procedures and tools to create efficiencies and improve operational processes.

• Maintain and manage platform relationships, keeping detailed issue logs, and participating in due diligence meetings.

• Collaborate with internal teams to streamline processes and enhance overall efficiency.

• Provide support and training to junior analysts and other team members.

• Monitor and report on the performance of model portfolios.

• Identify and resolve any issues related to portfolio implementation.

• Stay updated with industry trends and best practices.

About You

The successful candidate:

• Previous experience within an asset or wealth management operations in a similar role.

•  Proficiency in using portfolio management software and platforms.

• Excellent analytical and problem-solving skills.

• Strong attention to detail and accuracy under time pressure.

• Ability to work independently and as part of a team.

• Excellent communication and interpersonal skills.

#Quilter #LI-KH1

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

Holiday: 182 hours (26 days)

Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.

Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.

Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.

Life Assurance: 4x your salary.

Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.

Healthcare Cash Plan: Jersey employees only

In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.