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Level: 4
Department: Quilter Investors - Investment Operations
Level: 4
Department: Quilter Investors - Investment Operations
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Solid experience in investment operations, trade support, or middle-office environments
Strong knowledge of trade lifecycle processes and financial instruments (equities, fixed income, derivatives, FX, collateral, margining etc.).
Demonstratable Knowledge of regulatory reporting (e.g. EMIR, MiFID II, SFTR)
Excellent analytical, problem-solving, and reconciliation skills.
Experience managing ambiguity and managing complexity
Proficiency with OMS/PMS platforms (e.g., ThinkFolio) and custodian systems.
Ability to manage deadlines, prioritise workload, and operate in a fast-paced environment.
Strong communication skills with the ability to collaborate effectively, especially with custodians and front office.
High attention to detail and accuracy
Proactive, accountable, and solutions-focused
Confident taking ownership and driving improvements
Collaborative team player with a continuous improvement mindset
Experience overseeing third-party providers and monitoring SLAs/KPIs
Strong Excel skills; exposure to VBA, SQL, or Python is advantageous
Experience supporting process improvement, automation, or transformation initiatives
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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.
UK-focused public wealth manager providing financial advice, investment platforms and investment solutions to affluent and high-net-worth clients.
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