At a Glance
- Tasks: Oversee trade processing, manage operational controls, and drive process improvements.
- Company: Join Quilter plc, a leading UK wealth management provider with a dynamic culture.
- Benefits: Enjoy competitive salary, private medical insurance, and generous holiday allowance.
- Other info: Embrace diversity and thrive in a collaborative, innovative workplace.
- Why this job: Be at the heart of investment operations and make a real impact in a fast-paced environment.
- Qualifications: Experience in investment operations and strong analytical skills are essential.
The predicted salary is between 55000 - 65000 £ 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 £141.2 billion in customer investments (as of 31 December 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 advice network and national, Quilter's investment platform and multi-asset solutions and Quilter Invest, the digital savings and investment app. High Net Worth includes the discretionary fund management and financial planning business, Quilter Cheviot.
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. 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: Quilter Investors - Investment Operations
Location: London
Contract Type: Permanent
Regulated/Non-Regulated: Non-Regulated
As a Senior Trade Operations Analyst, you will partner closely with front-office teams, oversee critical operational controls, and manage third-party providers to deliver a high-quality service. You’ll also drive continuous improvement across processes and systems, while supporting change initiatives in a dynamic and evolving environment. Success in this role requires strong analytical thinking, attention to detail, and the ability to build effective relationships across a broad range of internal and external stakeholders. This is an opportunity to play a key role at the heart of the investment process, ensuring the smooth and accurate execution of trades across multiple asset classes.
Key Responsibilities
- Oversee end-to-end trade processing and settlement across multiple asset classes
- Monitor trade lifecycle events and resolve exceptions with custodians and counterparties
- Manage daily reconciliations and ensure timely resolution of breaks
- Maintain strong operational controls aligned with risk and regulatory requirements
- Partner with front-office, risk, and compliance teams as a key operational contact
- Support onboarding of new funds, strategies, and instruments
- Drive process improvements, automation, and system enhancements
- Deliver change initiatives with external advisers and third-party providers
- Support system testing (UAT) and maintain process documentation
- Own regulatory reporting (e.g. MiFID II, EMIR, SFTR, Dodd-Frank), ensuring accuracy and timeliness
- Reconcile regulatory submissions and resolve data discrepancies
- Support regulatory change, governance, audits, and compliance activities
About You
Essential
- Solid experience in investment operations, trade support, or middle-office environments
- Strong knowledge of trade lifecycle processes and financial instruments (equities, fixed income, derivatives, FX, collateral, margining etc.)
- Excellent analytical, problem-solving, and reconciliation skills
- Experience managing ambiguity and managing complexity
- Proficiency with OMS/PMS platforms (e.g., ThinkFolio) and custodian systems
- Ability to manage deadlines, prioritise workload, and operate in a fast-paced environment
- Strong communication skills with the ability to collaborate effectively, especially with custodians and front office
- High attention to detail and accuracy
- Proactive, accountable, and solutions-focused
- Confident taking ownership and driving improvements
- Collaborative team player with a continuous improvement mindset
Desirable
- Knowledge of regulatory reporting (e.g. EMIR, MiFID II, SFTR)
- Experience overseeing third-party providers and monitoring SLAs/KPIs
- Strong Excel skills; exposure to VBA, SQL, or Python is advantageous
- Experience supporting process improvement, automation, or transformation initiatives
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.
Senior Trade Operations 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, we provide extensive benefits including a generous pension scheme, private medical insurance, and a performance-based incentive scheme, all while fostering a culture that values diversity and encourages continuous improvement. Join us to be part of a forward-thinking team dedicated to making a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Trade Operations Analyst in London
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Quilter on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Quilter’s recent projects and values. Show them you’re not just another candidate but someone who genuinely cares about their mission and can contribute to their goals.
✨Tip Number 3
Practice makes perfect! Get a friend to do a mock interview with you. Focus on articulating your experience in investment operations and how it aligns with the role of Senior Trade Operations Analyst.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the Quilter team.
We think you need these skills to ace Senior Trade Operations Analyst in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Trade Operations Analyst role. Highlight your experience in investment operations and any relevant skills that match the job description. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team at Quilter. Be sure to mention specific experiences that demonstrate your analytical thinking and problem-solving skills.
Showcase Your Skills:Don’t forget to highlight your proficiency with OMS/PMS platforms and any experience with regulatory reporting. We love seeing candidates who are proactive and solutions-focused, so make sure to include examples of how you've driven improvements in past roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us that you’re genuinely interested in joining our team at Quilter!
How to prepare for a job interview at Quilter
✨Know Your Trade Lifecycle
Make sure you brush up on your knowledge of trade lifecycle processes and financial instruments. Being able to discuss equities, fixed income, derivatives, and FX confidently will show that you're not just familiar with the terms but can apply them in real-world scenarios.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical thinking and problem-solving abilities. Bring examples from your past experiences where you've successfully resolved exceptions or improved processes. This will highlight your capability to handle the complexities of the role.
✨Build Relationships
Since this role involves partnering with front-office teams and third-party providers, think about how you can illustrate your relationship-building skills. Share stories that showcase your ability to collaborate effectively and communicate clearly with various stakeholders.
✨Be Proactive About Improvements
Quilter values continuous improvement, so come ready with ideas! Think of specific instances where you've driven process enhancements or automation initiatives. This will demonstrate your proactive mindset and alignment with their ambition to evolve.
