• Job Description

  Req#: R4130

  About the Business

  Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.
  
  Quilter plc oversees £116.2 billion in customer investments (as at end September 2024). 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 planning businesses, Quilter Financial Planning, the Quilter investment platform and Quilter Investors, the Multi-asset investment solutions business.
  
  High Net Worth includes the discretionary fund management business, Quilter Cheviot, together with Quilter Private Client Advisers.
  
  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: QI Operations

  Location: London, United Kingdom

  Contract Type: Permanent

  Regulated/Non-Regulated: Non-Regulated

  As a Data Management Analyst you will play a key role in both helping to deliver the evolution of Data Management, and in maintaining data quality, integrity, consistency, and timeliness of data for our business stakeholders.

  In this role you will perform data quality checks, exception management, and conduct ongoing data maintenance activities, whilst providing early escalation of risks, issues, and errors. You will be encouraged to challenge existing processes and champion continuous improvement.

  A key element of the role is to support delivery of our change agenda. To do this you must be able to collaborate within our team, with the project teams, and with the wider operational and investment teams, often leading on initiatives and deliverables. Being able to work independently and to take initiative is also crucial within the role.

  Our function is evolving, so there is a focus on maintaining clear procedure documentation with appropriate controls. You will contribute to reviewing existing processes, and to preforming business readiness activities for new processes. The role requires a good degree of stakeholder management skills.

  Regulatory obligations

  Whilst this isn’t a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by ensuring the data we provide stewardship for is timely, accurate, consistent, and can be trusted.

  About You

  We are looking for someone to join our team who is self-motivated with a desire to succeed. Our ideal candidate will be good at problem solving, critical thinking, adaptable, and have excellent attention to detail to ensure we are able to deliver a high level of data accuracy and control to build and maintain trust in our data.

  A working knowledge of sql, Excel, and / or PowerBI, or the capability to upskill in these areas rapidly is important if you are to succeed in this role, as is the ability to apply principles you know from one application into others.

  Having a proven track record in data management and a knowledge of operational processes, ideally within the financial services industry, would be beneficial. If you have strong data analysis and processing skills gained within another industry, we’ll still consider you. You may also have experience in testing and project implementation, although helpful this is not essential.

  You may have an understanding of ESG data and its place within the investment management industry, some industry qualifications such as IMC or IAQ, or have had exposure to applications and datasets commonly used across the industry.

  #LI-IC1

  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.

• About the company

  Quilter plc, formerly known as Old Mutual Wealth Management Limited, is a British multinational wealth management company formed to take over the UK wealth management business of Old Mutual plc after its separation of business.

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