ESG Data Analyst

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 of 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

Quilter Investors, part of the Affluent segment, specialises in creating and managing multi-asset investment solutions that cater to various risk profiles, aligning with clients' preferences and financial needs. These portfolios are designed as funds of funds, investing in third-party managers' products based on strategic and tactical asset allocation views, and they incorporate ESG (Environmental, Social, and Governance) principles. Our Responsible Investment team is seeking a highly motivated ESG Data Analyst. This role involves collecting, analysing, and reporting on ESG data, which will support the organisation's sustainability initiatives. You will play a crucial role in delivering essential ESG data to investors and other stakeholders. Additionally, this role includes contributing to ongoing ESG integration activities, such as manager and fund research oversight. We are seeking candidates passionate about sustainability and responsible investment, eager to use data and technology to enhance investment decisions and outcomes for our customers.

Key Responsibilities:

• Assist in the business-as-usual ESG data activities such as report creation, data validation, answering investor queries and investigating changes in the data.
• Creating tools for our investors and researchers to enable ESG analysis, oversight of portfolios, funds and stocks.
• Advance the systemisation of our processes across the RI team, including reporting, data delivery, stewardship and portfolio oversight.
• Improving the robustness of our data strategy by designing and implementing data validation and oversight processes.
• Analyse ESG data to identify patterns, trends, and opportunities for improvement, as well as potential risks and material impacts.
• Create tools, reports, dashboards, and presentations to communicate ESG data and insights to stakeholders, including investors, management, and other interested parties.
• Provide data-driven recommendations to support the development and implementation of ESG strategies and programs.
• Work with cross-functional teams, including the data management team and the investment risk team and others as we build out our internal RI data & reporting capabilities.

About You

The successful candidate will have:

• Strong analytical and data analysis skills, including proficiency in statistical analysis, data visualization, and data mining techniques.
• Demonstrable experience presenting complex data insights, including report writing, preparing and presenting analytical papers.
• Strong research and investigative skills, with the ability to gather, analyse, and interpret data from various sources.
• Demonstrable knowledge and understanding of ESG frameworks and reporting standards.
• Understanding of financial concepts and investment principles, with knowledge of how ESG factors can impact a company's financial performance and investment decisions, particularly in a finance and asset management context.
• Familiarity with data analysis software, databases, and reporting tools, including knowledge of Python, R, PL/SQL, DAX, PowerBI, PowerQuery, and Power Automate, with coding experience across the project lifecycle.
• Experience with Factset, Rimes, and other market data platforms such as Bloomberg, Morningstar Direct, Thinkfolio, and Dasseti.
• Good understanding of securities, funds, and portfolio construction, with experience in running fund and portfolio analytics.
• Experience working in a regulated environment.

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.

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.

About Us

We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful. Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there. We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

Flexible Working

We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs.

Our promise to you

We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.