About the BusinessQuilter 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. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees 157.4 billion in customer investments (as at 6th August 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. 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 RoleLevel: 4Location: London Department: Quilter Cheviot Investment Risk Contract: PermanentTo carry out performance measurement & attribution and to provide support for the CIO, Research team, Investment Managers, and Investment Risk department. To assist in the monitoring of both client and model portfolios. Help develop new model portfolios and create specialist benchmarks as required, including monitoring model changes and maintaining audit trails. Construct, maintain and review the firm's model and benchmark data, ensuring accurate mapping and application across portfolios and model ranges. To generate accurate and timely performance numbers for the company's model portfolios, mainly using FactSet and Excel.,To produce and extract attribution numbers for the firm's modelsMonitor and investigate performance exceptions, anomalies and data quality issues across internal and external systems. To improve / develop existing performance processes to increase efficiency and accuracy. To respond to Investment Managers' requests for the information regarding performance and attribution, general strategy topics, ad hoc request. Provide written performance reports for various purposes including firmwide distribution and committee papersPresent performance and explain attribution to several model construction committees. Written communication is concise and well presented, using appropriate grammar, style and language. TechnicalHas technical knowledge appropriate to the role, including relevant computer systems and keeps this knowledge up to date. Demonstrates flexibility to adapt to changing business needs. TeamworkActs as a resource to the team and other teams across the business. Commitment to the values and goals of the Company, demonstrating pride in Quilter Cheviot's brand. Develops credibility and integrity within the businessClient FocusAssists the team in developing and maintaining appropriate internal and external business relationships, using the appropriate communication method. Knowledge and experience of investment management and an interest in financial markets. Experience of performance measurement or complex spreadsheetsFactSet experience is useful. Ability and flexibility to learn proprietary IT systems quicklyAbility to prioritise workloads and complete tasks to deadlinesWillingness to get involved in ad-hoc projects. Good knowledge of Microsoft Office including strong Excel skillsFamiliarity with macros and VBA would be a benefit but not essentialFamiliarity with FactSet and it's portfolio analysis system is desirable Qualifications preferred: Maths, Science, Economics, EngineeringWillingness to participate in the CFA Program#LI-FD1#QC#QuilterCheviot Inclusion & DiversityWe value diversity and strive to promote inclusivity in all aspects of our culture. 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. Combining our diverse talents, we accomplish more collectively than we ever could do alone. 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. Healthcare Cash Plan: Jersey employees onlyIn 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. Birmingham QCType: Full time
Collections Performance Analyst in London employer: Quilter
Quilter plc is an exceptional employer, offering a dynamic work environment in London where innovation and collaboration thrive. With a strong commitment to employee growth, you will have the opportunity to engage with diverse teams and contribute to strategic initiatives within the asset management division. Our inclusive culture, comprehensive benefits package, and focus on integrity and curiosity make Quilter a rewarding place to build your career.
