Product Governance Analyst - Quilter

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

The Product Governance team at Quilter Cheviot is responsible for ensuring that our products are designed and perform to meet client's needs. This oversight is undertaken by meetings with counterparties, desk-based analysis and presentation of findings to the relevant forums. In addition to governance, the team launches new products when a new market opportunity is identified and would close any product that no longer meets client needs.

Some of the day-to-day tasks will be:

• Produce product review papers for the Product Governance Forum and wider business as required
• Source papers and data for the PGF from other teams
• Attend monthly meetings of the PGF and provide challenge where needed
• Help embed Customer Duty into the team's processes analysis of data to support production of the annual Assessment of Value
• Support maintenance of QC Product Governance Policies, Approvals and other PGF documentation
• Monitoring and analysis of distribution data, fund flows and other quantitative data and providing review reports on funds for the PGF
• Working with Marketing and Investment Specialists to ensure the correct messaging and positioning of products is carried through into marketing collateral and investment communications
• Analyze data for distribution of funds and respond to third party requests for data

About You:

• Handles tasks with thoroughness and accuracy. Attention to detail is critical for this role.
• You should be able to analyse and understand data as well as present it in a way that is understandable to the recipient.
• Communicates clearly, listens effectively. Written communication is concise and well presented, using appropriate grammar, style, and language.
• Has technical knowledge appropriate to the role, including relevant computer systems, and keeps this knowledge up to date.
• Effectively balances priorities to meet agreed deadlines for individual and teamwork.
• A willingness to present.
• Understands consequences of decisions and follows instructions.
• Acknowledges and learns from mistakes.
• Understands and applies current regulatory obligations and procedures to achieve compliance, including upholding TCF principles.
• Willingness to learn.
• Develops good operational knowledge of departmental processes.
• Assists the team in developing and maintaining appropriate internal and external business relationships, using the appropriate communication method.
• Relevant professional qualifications, such as IMC/CFA are desirable.

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 part