Quilter oversees £141.9 billion in customer investments (as of March 2026). 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 – offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
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, including our colleagues.
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: Quilter Investors - Investment Operations
Location: London
Contract Type: Permanent
Regulated/Non-Regulated: Non-Regulated
As a Trade Operations Analyst, you will play a key role in ensuring the accurate and timely processing, settlement, reconciliation and regulatory reporting of trades across a range of asset classes. Working closely with investment teams, third-party administrators and operational stakeholders, you will help maintain a robust control environment, resolve trade related queries and support the continuous improvement of operational processes.
This is an excellent opportunity for a detail-oriented and proactive individual looking to build a career in investment operations. The role offers broad exposure across the trade lifecycle and provides the opportunity to develop technical expertise within a fast paced and collaborative environment. The successful candidate will demonstrate curiosity, strong analytical skills and a willingness to learn, while contributing positively to team objectives and taking ownership of their professional development within Trade Operations.
Key Responsibilities
Trade Processing & Settlement
Support the accurate processing, confirmation and settlement of trades across multiple asset classes.
Monitor trade lifecycle events and corporate actions, ensuring timely resolution of exceptions.
Liaise with custodians, brokers, counterparties and third-party administrators to resolve operational queries.
Reconciliations & Controls
Perform cash, position and transaction reconciliations, investigating and resolving breaks.
Maintain strong operational controls and support compliance with regulatory and internal risk requirements.
Assist with investment restriction monitoring and root-cause analysis of operational issues.
Stakeholder & Front Office Support
Act as a key operational contact for portfolio managers, traders, risk, compliance and other stakeholders.
Provide operational reporting, analysis and updates to support investment activity.
Support the onboarding of new funds, strategies and financial instruments.
Process Improvement & Change
Identify opportunities to improve efficiency, strengthen controls and increase automation.
Support change initiatives, system enhancements and user acceptance testing (UAT).
Maintain clear process documentation and contribute to continuous improvement activities.
Regulatory Reporting & Governance
Support regulatory reporting obligations, including MiFID II, EMIR and SFTR.
Investigate regulatory reporting exceptions and support process improvements driven by regulatory change.
Assist with internal and external audits, compliance reviews and due diligence requests.
Essential
- Experience in investment operations, trade support, fund operations, middle office, or a related financial services environment, or transferable experience with a strong interest in investment operations.
- Understanding of trade lifecycle processes and financial instruments, with a willingness to develop knowledge across multiple asset classes.
- Strong analytical, problem-solving and reconciliation skills with excellent attention to detail.
- Ability to manage competing priorities and work effectively in a fast-paced environment.
- Strong communication and stakeholder management skills.
- Experience with, or willingness to learn, OMS/PMS and custodian platforms.
- Detail-oriented, organised and committed to delivering high-quality work.
- Proactive, motivated and eager to learn and develop.
- Confident working through challenges and ambiguity to find solutions.
- Collaborative team player with strong curiosity, resilience and a continuous improvement mindset.
- Ambitious, with a desire to build a long-term career in Trade Operations.
Desirable
- Experience monitoring investment guidelines and restrictions.
- Awareness of regulatory reporting regimes such as MiFID II, EMIR and SFTR.
- Exposure to third-party oversight, SLA monitoring or KPI reporting.
- Strong Excel skills; knowledge of VBA, SQL, Python or automation tools would be advantageous.
- Interest in process improvement, automation and operational transformation.
#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.
Skills Required
- Experience in investment operations, trade support, fund operations, middle office, or transferable experience
- Understanding of trade lifecycle processes and financial instruments
- Strong analytical, problem-solving and reconciliation skills with excellent attention to detail
- Ability to manage competing priorities and work effectively in a fast-paced environment
- Strong communication and stakeholder management skills
- Experience with, or willingness to learn, OMS/PMS and custodian platforms
- Detail-oriented, organised and committed to delivering high-quality work
- Proactive, motivated and eager to learn and develop
- Confident working through challenges and ambiguity to find solutions
- Collaborative team player with curiosity, resilience and a continuous improvement mindset
- Experience monitoring investment guidelines and restrictions
- Awareness of regulatory reporting regimes such as MiFID II, EMIR and SFTR
- Exposure to third-party oversight, SLA monitoring or KPI reporting
- Strong Excel skills
- Knowledge of VBA, SQL, Python or automation tools
- Interest in process improvement, automation and operational transformation
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
