At a Glance
- Tasks: Oversee trade processing, manage operational controls, and drive process improvements.
- Company: Join Quilter, a leading UK wealth management provider with a commitment to innovation.
- Benefits: Enjoy competitive salary, private medical insurance, and a generous holiday allowance.
- Other info: Embrace a culture of diversity and continuous improvement while growing your career.
- Why this job: Be at the heart of investment operations and make a real impact in a dynamic environment.
- Qualifications: Experience in investment operations and strong analytical skills are essential.
The predicted salary is between 55000 - 65000 £ per year.
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.
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
- 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
- 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
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.
- Embrace challenge: We aim high to transform our potential into meaningful outcomes.
- Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone.
- 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 - Quilter 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 holiday allowance, a non-contributory pension scheme, and private medical insurance, all while fostering a culture of inclusivity and continuous improvement. Join us to be part of a forward-thinking team that values integrity, curiosity, and collective success, making a meaningful impact in the wealth management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Trade Operations Analyst - Quilter in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with current Quilter employees on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching Quilter's values and recent news. Show us you’re not just another candidate; demonstrate how your skills align with our mission to be the best wealth manager in the UK.
✨Tip Number 3
Practice your answers to common interview questions, but keep it natural. We want to see your personality shine through, so don’t be afraid to let your enthusiasm for the role show!
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in joining the Quilter team.
We think you need these skills to ace Senior Trade Operations Analyst - Quilter 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 joining Quilter and how you can contribute to our mission. Be bold and let your personality come through – we love a bit of character!
Showcase Your Analytical Skills:Since this role requires strong analytical thinking, make sure to include examples of how you've used these skills in past roles. Whether it's problem-solving or managing complex situations, we want to know how you tackle challenges head-on.
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 you're keen on being part of the Quilter family!
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 well-prepared and understand the core responsibilities of the role.
✨Showcase Your Analytical Skills
Prepare examples that highlight your analytical thinking and problem-solving abilities. Think of specific situations where you've resolved complex issues or improved processes in previous roles. This will demonstrate your capability to handle the challenges of a Senior Trade Operations Analyst.
✨Build Relationships
Since this role involves partnering with various teams, be ready to talk about your experience in building effective relationships. Share examples of how you've collaborated with front-office teams or managed third-party providers to deliver high-quality service.
✨Embrace Continuous Improvement
Quilter values innovation and improvement, so come prepared to discuss any initiatives you've led or contributed to that drove process enhancements or automation. Highlighting your proactive approach will resonate well with their commitment to transformation.
