Investment Dealing & Implementation Analyst (m|f|x) London

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 £119.6 billion in customer investments (as at end March 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 planning business, 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 Cheviot Financial Planning.

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!

Aufgaben

Reporting into the Head of Dealing & Implementation, you will be responsible for supporting the execution of trades across multiple asset classes and the implementation of portfolio rebalances for Model Portfolio Services (MPS.) The responsibility will cover direct execution of underlying instruments and oversight of collective investment scheme dealing activity for internally managed funds.

In addition the Portfolio Implementation team will provide support to Portfolio Managers, working with other teams to ensure that all products and solutions are correctly set up to trade, coordinating the resolution of systems and data issues to ensure that trading strategies can be modelled, overseeing the successful implementation of trading activity for internally managed funds and supporting the implementation of model portfolios (MPS) rebalancing activity across platforms, including FNZ.

As a highly regulated function the role will require adherence to all regulated activity including MIFID II best execution, transaction cost analysis and liquidity and risk monitoring.

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

Trade Execution

• Execution of trades for directly held securities including equity, fixed income, investment trusts and exchange traded derivatives.
• Oversight of collective investment scheme dealing activity for internally managed funds.
• Support the implementation of model portfolios (MPS) rebalancing activity across platforms.
• Management and oversight of broker and counterparty relationships,
• Contribute towards the optimisation of trading strategies, monitor transaction costs, and conduct regular counterparty due diligence.
  

Portfolio Management Support

• Work with other teams to ensure that all products and solutions are correctly set up to trade, coordinating the resolution of systems and data issues to ensure that trading strategies can be modelled and executed.
• Provide general support to the Portfolio Managers in relation to data requests, ad hoc portfolio analysis and the resolution of any issues that could impact the execution of trading strategies.
  

Product & Business Change

• You will represent Investment Implementation team on business initiatives, change and enhancements e.g. new product launches.

Das erwartet Sie

• To be successful in this role you will be someone who has previously worked in asset or wealth management, on a dealing desk with experience trading different instruments.
• As you will be joining a multi-asset team you will need to have a good working knowledge of Collective Investment schemes and Investment Trusts - knowledge of derivatives would be advantageous, but not essential.
• You will have experience in working accurately under time pressure and the ability to re-prioritise tasks as the requirements of the investment desk change intra-day/week/month.
• You will have be able to demonstrate times where you have taken change initiative and developed tools or processes that have built efficiencies and decreased operational risk in your current role.

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Standort

85 Queen Victoria Street, GB-EC4V 4AB London