At a Glance
- Tasks: Ensure accurate processing and settlement of trades while collaborating with investment teams.
- Company: Join Quilter plc, a leading wealth management business focused on brighter financial futures.
- Benefits: Enjoy competitive salary, private medical insurance, and a generous holiday allowance.
- Other info: Be part of a diverse team that values curiosity, collaboration, and continuous improvement.
- Why this job: Kickstart your career in investment operations and make a real impact in a dynamic environment.
- Qualifications: Experience in investment operations or a strong interest in finance is essential.
The predicted salary is between 33075 - 40425 £ per year.
About the Business
Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.9 billion in customer investments (as of March 2026). 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
As a Trade Operations Analyst, you will play a key role in ensuring the accurate and timely processing, settlement, reconciliation and regulatory reporting of trades across a range of asset classes. Working closely with investment teams, third-party administrators and operational stakeholders, you will help maintain a robust control environment, resolve trade related queries and support the continuous improvement of operational processes. This is an excellent opportunity for a detail-oriented and proactive individual looking to build a career in investment operations. The role offers broad exposure across the trade lifecycle and provides the opportunity to develop technical expertise within a fast paced and collaborative environment.
The successful candidate will demonstrate curiosity, strong analytical skills and a willingness to learn, while contributing positively to team objectives and taking ownership of their professional development within Trade Operations.
Key Responsibilities
- Trade Processing & Settlement: Support the accurate processing, confirmation and settlement of trades across multiple asset classes. Monitor trade lifecycle events and corporate actions, ensuring timely resolution of exceptions. Liaise with custodians, brokers, counterparties and third-party administrators to resolve operational queries.
- Reconciliations & Controls: Perform cash, position and transaction reconciliations, investigating and resolving breaks. Maintain strong operational controls and support compliance with regulatory and internal risk requirements. Assist with investment restriction monitoring and root-cause analysis of operational issues.
- Stakeholder & Front Office Support: Act as a key operational contact for portfolio managers, traders, risk, compliance and other stakeholders. Provide operational reporting, analysis and updates to support investment activity. Support the onboarding of new funds, strategies and financial instruments.
- Process Improvement & Change: Identify opportunities to improve efficiency, strengthen controls and increase automation. Support change initiatives, system enhancements and user acceptance testing (UAT). Maintain clear process documentation and contribute to continuous improvement activities.
- Regulatory Reporting & Governance: Support regulatory reporting obligations, including MiFID II, EMIR and SFTR. Investigate regulatory reporting exceptions and support process improvements driven by regulatory change. Assist with internal and external audits, compliance reviews and due diligence requests.
About You
Essential: Experience in investment operations, trade support, fund operations, middle office, or a related financial services environment, or transferable experience with a strong interest in investment operations. Understanding of trade lifecycle processes and financial instruments, with a willingness to develop knowledge across multiple asset classes. Strong analytical, problem-solving and reconciliation skills with excellent attention to detail. Ability to manage competing priorities and work effectively in a fast-paced environment. Strong communication and stakeholder management skills. Experience with, or willingness to learn, OMS/PMS and custodian platforms. Detail-oriented, organised and committed to delivering high-quality work. Proactive, motivated and eager to learn and develop. Confident working through challenges and ambiguity to find solutions. Collaborative team player with strong curiosity, resilience and a continuous improvement mindset. Ambitious, with a desire to build a long-term career in Trade Operations.
Desirable: Experience monitoring investment guidelines and restrictions. Awareness of regulatory reporting regimes such as MiFID II, EMIR and SFTR. Exposure to third-party oversight, SLA monitoring or KPI reporting. Strong Excel skills; knowledge of VBA, SQL, Python or automation tools would be advantageous. Interest in process improvement, automation and operational transformation.
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.
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.
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 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.
Trade Operations Analyst in London employer: Quilter plc
Quilter plc is an excellent employer, offering a dynamic work environment in the vibrant cities of London or Southampton. With a strong focus on employee growth and development, we provide opportunities for professional advancement while fostering a collaborative and innovative culture. Our commitment to work-life balance and competitive benefits makes us an attractive choice for those seeking meaningful and rewarding employment in the fintech sector.
StudySmarter Expert Advice🤫
We think this is how you could land Trade Operations Analyst in London
✨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.
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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.
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Don’t shy away from reaching out directly to firms like Quilter plc. 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 Trade Operations Analyst in London
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 plc.
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 plc'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 plc
✨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 plc.
✨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 plc 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 plc 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.
