At a Glance
- Tasks: Analyse product performance and ensure they meet client needs while launching new market opportunities.
- Company: Join Quilter Cheviot, a leading UK wealth management firm with over 250 years of expertise.
- Benefits: Enjoy competitive salary, generous holiday, private medical insurance, and a non-contributory pension scheme.
- Other info: Embrace a diverse and inclusive culture where your ideas can thrive and grow.
- Why this job: Shape the future of wealth management and make a real impact on clients' financial journeys.
- Qualifications: Attention to detail, strong analytical skills, and relevant qualifications like IMC/CFA are desirable.
The predicted salary is between 45000 - 55000 £ per year.
About The Business
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.
About The Role
- Level: 4
- Department: Product Governance
- Location: London (Hybrid)
- Contract: Permanent
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.
- 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.
#QC 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.
Product Governance Analyst employer: Quilter Cheviot
Quilter Cheviot is an exceptional employer, offering a dynamic work culture in the heart of London that fosters professional growth and collaboration. With a hybrid working model and a comprehensive benefits package, employees are empowered to thrive both personally and professionally while contributing to a leading firm in the Financial Services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Product Governance Analyst
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Quilter Cheviot. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Product Governance Analyst
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Quilter Cheviot.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Quilter Cheviot's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Quilter Cheviot
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Quilter Cheviot.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Quilter Cheviot will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Quilter Cheviot employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
