Quilter oversees £119.4 billion in customer investments (as at end December 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: 4
Department: QI Operations
Location: London
Contract Type: Fixed Term Contract
Regulated/Non-Regulated: Non-Regulated
As a Data Management Analyst, you will play a key role in both helping to deliver the evolution of Data Management, and in maintaining data quality, integrity, consistency, and timeliness of data for our business stakeholders. Supporting the overall project delivery of an investment data warehouse is to be your main area of focus in this role.
Key responsibilities include:
Support the implementation of benchmark and ESG data workflows, with a focus on ingestion, mastering, and data quality checks supported by good data governance practises.
Data quality checks, exception management, and ongoing data maintenance activities, whilst providing early escalation of risks, issues, and errors.
Maintaining clear procedure documentation with appropriate controls. You will contribute to reviewing existing processes, and to preforming business readiness activities for new processes.
Building and maintaining effective relationships with stakeholders.
The successful candidate:
- Self-motivated with a desire to succeed.
- Good knowledge of SQL or experience in building data workflows and data quality checks.
- Working knowledge of rule building within Rimes Matrix is beneficial.
- Proven track record in data management and knowledge of operational processes, ideally within the financial services industry.
- Consideration for strong data analysis and processing skills gained within other industries.
- Problem-solving and critical thinking skills.
- Adaptable and excellent attention to detail to ensure high data accuracy and control.
- Ability to collaborate within the team, with project teams, and wider operational and investment teams.
- Leadership on initiatives and deliverables.
- Ability to work independently and take initiative.
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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.
Healthcare Cash Plan: Jersey employees only.
Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
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.
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What We Do
As one of the UK’s leading wealth management companies, Quilter’s purpose is brighter financial futures for every generation.
The businesses within our group aim to provide high quality products and services for the whole of your investment journey
