At a Glance
- Tasks: Oversee trade processing, manage operational controls, and drive process improvements.
- Company: Quilter plc, a leading UK wealth management provider.
- Benefits: 26 days holiday, incentive scheme, pension, private medical insurance, and life assurance.
- Other info: Inclusive culture that values diversity and promotes career growth.
- Why this job: Join a dynamic team and play a key role in the investment process.
- Qualifications: Experience in investment operations and strong analytical skills required.
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 advisers. Quilter oversees £141.2 billion in customer investments (as of 31 December 2025). It offers a range of financial advice, investment platforms, multi‑asset investment solutions, and discretionary fund management across Affluent and High Net Worth segments.
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 (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 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 (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.
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.
Senior Trade Operations Analyst employer: Quilter
Quilter plc is an exceptional employer, offering a dynamic work environment in the heart of London where employees can thrive in their careers. With a strong focus on employee growth, inclusivity, and a comprehensive benefits package including a generous pension scheme and private medical insurance, Quilter fosters a culture of collaboration and continuous improvement. As a Senior Trade Operations Analyst, you will play a pivotal role in enhancing operational processes while enjoying the support of a diverse team committed to excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Trade Operations Analyst
✨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.
✨Connect on Professional Platforms
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.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Quilter. 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 Senior Trade Operations Analyst
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.
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'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
✨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.
✨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 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 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.
