Investment Data Analyst

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £134.8 billion in customer investments (as of September 2025). 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 - QI Operations

Location - London

Contract - Permanent

As a Data Operations Analyst, you will play a key role in delivering the evolution of Data Enablement and maintaining data quality, integrity, consistency, and timeliness for our business stakeholders. Your main focus will be delivering high quality data operations in an evolving environment applying a continuous improvement mindset, with a key contribution to the pooled operational resource model.

Key Responsibilities:

• Perform data quality checks, exception management, and ongoing data maintenance activities, providing early escalation of risks, issues, and errors.
• Maintain master and reference data, ensuring data integrity and consistency across all systems.
• Perform effective operational query and issue resolution.
• Maintain clear procedure documentation with appropriate controls, contribute to reviewing existing processes, and perform business readiness activities for new processes.
• Build and maintain effective relationships with stakeholders.
• Collaborate with Data Enablement colleagues and the IT development team to facilitate effective integration of enhancements, fixes, and upgrades in respect of EDM & ThinkFolio, including user acceptance testing and business readiness activities.
• Act as an SME for data operations in respect of business change initiatives and approach current processes with a continuous improvement mindset.
• Support the integration of data related processes from across the wider investment team, ensuring an effective handover through having clear documentation of processes and escalation paths, a full understanding of risks and potential impacts, and ensuring sufficient training.
• Provide early escalation of risks and issues identified on projects and assist with mitigation and resolution through interactions with relevant parties.

About You

The successful candidate:

• Self-motivated with a desire to succeed.
• Proven track record in data management and knowledge of operational processes, ideally within the financial services industry.
• Consideration for strong data analysis and processing skills gained within other industries.
• Problem-solving and critical thinking skills.
• A continuous improvement mindset.
• Adaptable and excellent attention to detail to ensure high data accuracy and control.
• Ability to collaborate within the team, projects, and wider operational and investment teams.
• A working knowledge of SQL, Excel, and/or PowerBI, or the capability to upskill in these areas.
• Ability to apply principles you know from one application into others.
• Possible experience in testing and project implementation.
• An understanding of ESG data and its place within the investment management industry.
• Possible industry qualifications such as IMC or IAQ.
• Exposure to applications and datasets commonly used within investment management.

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.

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.

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.