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For Companies At a Glance
- Tasks: Execute trades and support portfolio rebalancing across various asset classes.
- Company: Join Quilter plc, a top UK wealth manager with £119.4 billion in customer investments.
- Benefits: Enjoy 26 days holiday, private medical insurance, and a non-contributory pension scheme.
- Why this job: Be part of a dynamic team transforming financial services and making a real community impact.
- Qualifications: Experience in asset management and knowledge of investment trusts and collective schemes required.
- Other info: Embrace a culture of diversity, integrity, and collaboration while driving innovation.
The predicted salary is between 36000 - 60000 £ per year.
About the Business
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 £119.4 billion in customer investments (as at 31 December 2024). It offers a range of services including financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management. The business is divided into two segments: Affluent and High Net Worth. Affluent includes the financial planning business, Quilter Financial Planning, the Quilter Investment Platform, and Quilter Investors. High Net Worth comprises the discretionary fund management business, Quilter Cheviot, and Quilter Cheviot Financial Planning. At Quilter, we are constantly evolving. Our foundation is built on expertise trusted by hundreds of thousands of customers. We aim to stay ahead and make a significant difference in the communities we serve. Our business is transforming, modernizing, and becoming more customer-centric. If you are ambitious, innovative, and ready to challenge the status quo, now is the perfect time to join us!
About the Role
- Level: 4
- Department: Quilter Investors
- Location: London
- Contract Type: Permanent
As an Investment Implementation Analyst, you will report to the Head of Dealing & Implementation. Your responsibilities include supporting the execution of trades across multiple asset classes and implementing portfolio rebalances for Model Portfolio Services (MPS). This involves direct execution of instruments and oversight of collective investment scheme dealing activity for internally managed funds. The team will also support Portfolio Managers by ensuring products and solutions are correctly set up for trading, resolving system and data issues, overseeing trading activity, and supporting MPS rebalancing across platforms including FNZ. This role requires adherence to all regulated activities, including MIFID II best execution, transaction cost analysis, and liquidity and risk monitoring.
Trade Execution
- Execute trades for securities such as equities, fixed income, investment trusts, and derivatives.
- Oversee collective investment scheme dealing activity for internal funds.
- Support model portfolio rebalancing activities across platforms.
- Manage broker and counterparty relationships.
- Optimize trading strategies, monitor transaction costs, and conduct due diligence.
Portfolio Management Support
- Collaborate with other teams to ensure correct setup of trading products and solutions.
- Assist Portfolio Managers with data requests, portfolio analysis, and resolving issues impacting trading strategies.
Product & Business Change
- Represent the Investment Implementation team in business initiatives, changes, and new product launches.
About You
You should have previous experience working in asset or wealth management, particularly on a dealing desk trading various instruments. Knowledge of Collective Investment schemes and Investment Trusts is essential; familiarity with derivatives is a plus. You must be able to work accurately under time pressure, re-prioritize tasks efficiently, and demonstrate initiative in improving processes to reduce operational risk.
Inclusion & Diversity
We value diversity and promote inclusivity, ensuring equal opportunities based on skills, qualifications, and potential. We celebrate our diverse workforce and foster a respectful environment where everyone can thrive.
Values
- Do the right thing: Acting with integrity and going above and beyond for clients and communities.
- Always curious: Seeking new ideas and knowledge to stay ahead of client needs.
- Embrace challenge: Aiming high and transforming potential into outcomes.
- Stronger together: Collaborating, listening, supporting, and embracing new ideas to achieve more collectively.
Core Benefits
- Holiday: 26 days (182 hours)
- Incentive Scheme: Participation available, rewarding business performance and individual contributions.
- Pension Scheme: Non-contributory, with options to contribute personally.
- Private Medical Insurance: Standard single cover, with options for family coverage.
- Life Assurance: 4x salary.
- Income Protection: 75% of salary after 26 weeks of absence.
- Healthcare Cash Plan: Available for Jersey employees.
- Flexible Benefits: Additional options available via salary deduction.
Dealing & Implementation Analyst employer: Quilter
Contact Detail:
Quilter Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Dealing & Implementation Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in asset management and trading strategies. Being knowledgeable about current market conditions and innovations can help you stand out during interviews.
✨Tip Number 2
Network with professionals in the financial services industry, especially those working in dealing and implementation roles. Attend relevant events or join online forums to build connections that could lead to referrals.
✨Tip Number 3
Prepare to discuss your experience with collective investment schemes and investment trusts in detail. Be ready to provide examples of how you've successfully managed trades or resolved issues in previous roles.
✨Tip Number 4
Demonstrate your understanding of regulatory requirements like MIFID II during your conversations. Showing that you are well-versed in compliance will reassure the hiring team of your capability to handle the responsibilities of the role.
We think you need these skills to ace Dealing & Implementation Analyst
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Dealing & Implementation Analyst at Quilter. Familiarise yourself with key terms like trade execution, portfolio rebalancing, and collective investment schemes.
Tailor Your CV: Highlight your relevant experience in asset or wealth management, particularly any roles involving trading or dealing desks. Emphasise your knowledge of investment instruments and any specific achievements that demonstrate your ability to work under pressure.
Craft a Compelling Cover Letter: Use your cover letter to express your enthusiasm for the role and the company. Mention how your values align with Quilter's commitment to integrity, curiosity, and collaboration. Provide examples of how you've embraced challenges in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and clearly presented. A polished application reflects your attention to detail.
How to prepare for a job interview at Quilter
✨Know Your Financial Instruments
Make sure you have a solid understanding of the various financial instruments you'll be dealing with, such as equities, fixed income, and derivatives. Be prepared to discuss your experience with these assets and how you've executed trades in the past.
✨Demonstrate Attention to Detail
As an Investment Implementation Analyst, accuracy is key. During the interview, highlight instances where your attention to detail has helped prevent errors or improved processes. This will show that you can handle the pressures of trading and portfolio management.
✨Showcase Your Problem-Solving Skills
Be ready to discuss specific challenges you've faced in previous roles, especially related to trading or portfolio management. Explain how you approached these issues and what solutions you implemented, demonstrating your initiative and ability to think critically under pressure.
✨Align with Company Values
Familiarise yourself with Quilter's values, such as integrity, curiosity, and collaboration. During the interview, weave these values into your responses to show that you're not just a fit for the role, but also for the company culture.
