Early Careers Programme – Investment Division

Fixed Term Contract Duration - 24 Months

About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. 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.

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.

A message from our Affluent Chief Investment Officer: Quilter Affluent Investors offers an interesting and rewarding work environment where you’ll learn about award-winning investment products and services. We welcome candidates from all academic disciplines who are passionate about investment management and committed to improving their knowledge and skills in this area. Enthusiasm is key!

In return, we’ll help you build essential skills and insights while encouraging you to bring new perspectives to our team. Our commitment includes meaningful projects, guidance from experienced and successful professionals, and an inclusive workplace. Joining our team opens doors to networking opportunities, personal growth, and professional development. We believe in nurturing talent and offering learning opportunities to help you excel in your career.

About the Role

• Level: 1
• Location: Senator House, London
• Contract: Two year fixed term contract
• Department: Investment Division
• Salary: up to £30,000pa

As a part of our two-year Early Careers Programme within the Quilter Investment Division, you will gain valuable experience in a leading asset management firm. Upon successful completion of the programme, you may be offered a position within one of our operational and investment teams. We are a small, dynamic team of around 60 people in the investment division, creating plenty of opportunities for you to make your mark and contribute to our success.

This programme is designed to provide you with a comprehensive understanding of the investment landscape while allowing you to develop your skills and knowledge in a supportive and engaging environment. During your programme, you'll have the exciting opportunity to rotate through various core operational and investment teams. This hands-on experience will immerse you in a range of activities, giving you a comprehensive understanding of our function and the complete lifecycle of our products and solutions.

We will adapt the path that you follow to make the most of business opportunities and your own preferences.

• Operations: Engaging in trade processing, valuations, and governance for smooth operations.
• Implementation: Gaining practical experience implementing our solutions and supporting the team during their busiest times.
• Research Hub: Collaborating to help our portfolio managers choose the best fund managers and funds for our customers.
• Investment Risk: Helping ensure our funds meet regulatory and product specific requirements by checking market risk and reporting on associated risks, liquidity, attribution, stress, and holdings.
• Portfolio Management: Supporting our Portfolio Managers with asset allocation, fund selection and portfolio construction.

The role will also work closely alongside our Business Manager to gain exposure to our regulatory and governance reporting processes which are key to our success.

About You

We are looking for individuals who are eager to learn about asset management, regardless of their degree subject, and are open to candidates with or without a degree. All we ask is that you complete any studies before September 2025, when the programme starts. As part of the programme, we will support you in obtaining the CFA Investment Management Certificate (or other appropriate qualification). Should you then be successful in completing the programme and go on to be offered a permanent role, you will be required to study towards the relevant qualifications to be certified in your role.

In addition, we also ask that:

• You have a passion for finance and asset management, with an eagerness to learn about our industry.
• You have excellent analytical skills, a keen attention to detail, and a curious mind.
• You have excellent written and verbal communication skills.
• You are a team player, with the ability to work effectively with colleagues across different departments.
• You have clear and concise communication skills to liaise effectively with various stakeholders and clients.
• You are proactive, with a can-do attitude and eager to take on new challenges.
• You have a strong work ethic and want to grow your career in asset management.
• You are proficient in Microsoft Office (Excel, Word, PowerPoint, Outlook etc.) and some experience of coding would be helpful.

We are unable to provide sponsorship for this programme and can only consider candidates who have the right to work in the UK.

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.
• Embrace challenge: We aim high to transform our potential into meaningful outcomes.
• Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone.

Core Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: All employees are eligible to participate in the 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.