Job Description
About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £141.9 billion in customer investments (as of March 2026). 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 - offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. 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, including our colleagues. 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 Trade Operations Analyst, you will play a key role in ensuring the accurate and timely processing, settlement, reconciliation and regulatory reporting of trades across a range of asset classes. Working closely with investment teams, third-party administrators and operational stakeholders, you will help maintain a robust control environment, resolve trade related queries and support the continuous improvement of operational processes. This is an excellent opportunity for a detail-oriented and proactive individual looking to build a career in investment operations. The role offers broad exposure across the trade lifecycle and provides the opportunity to develop technical expertise within a fast paced and collaborative environment. The successful candidate will demonstrate curiosity, strong analytical skills and a willingness to learn, while contributing positively to team objectives and taking ownership of their professional development within Trade Operations. Key Responsibilities Trade Processing & Settlement Support the accurate processing, confirmation and settlement of trades across multiple asset classes. Monitor trade lifecycle events and corporate actions, ensuring timely resolution of exceptions. Liaise with custodians, brokers, counterparties and third-party administrators to resolve operational queries. Reconciliations & Controls Perform cash, position and transaction reconciliations, investigating and resolving breaks. Maintain strong operational controls and support compliance with regulatory and internal risk requirements. Assist with investment restriction monitoring and root-cause analysis of operational issues. Stakeholder & Front Office Support Act as a key operational contact for portfolio managers, traders, risk, compliance and other stakeholders. Provide operational reporting, analysis and updates to support investment activity. Support the onboarding of new funds, strategies and financial instruments. Process Improvement & Change Identify opportunities to improve efficiency, strengthen controls and increase automation. Support change initiatives, system enhancements and user acceptance testing (UAT). Maintain clear process documentation and contribute to continuous improvement activities. Regulatory Reporting & Governance Support regulatory reporting obligations, including MiFID II, EMIR and SFTR. Investigate regulatory reporting exceptions and support process improvements driven by regulatory change. Assist with internal and external audits, compliance reviews and due diligence requests. About You Essential Experience in investment operations, trade support, fund operations, middle office, or a related financial services environment, or transferable experience with a strong interest in investment operations. Understanding of trade lifecycle processes and financial instruments, with a willingness to develop knowledge across multiple asset classes. Strong analytical, problem-solving and reconciliation skills with excellent attention to detail. Ability to manage competing priorities and work effectively in a fast-paced environment. Strong communication and stakeholder management skills. Experience with, or willingness to learn, OMS/PMS and custodian platforms. Detail-oriented, organised and committed to delivering high-quality work. Proactive, motivated and
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