ESG Analyst

About the Business

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 £116.2 billion in customer investments (as 30 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 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!

About the Role

Level: Level 4

Department: Responsible Investment

Location: London

Contract type: Permanent

Quilter Investors, part of the Affluent segment, specialises in creating and managing multi-asset investment solutions that cater to various risk profiles, aligning with clients' preferences and financial needs. These portfolios are designed as funds of funds, investing in third-party managers' products based on strategic and tactical asset allocation views, and they incorporate ESG (Environmental, Social, and Governance) principles.

Our Responsible Investment team is seeking a highly motivated ESG Data Analyst. This role involves collecting, analysing, and reporting on ESG data, which will support the organisation's sustainability initiatives. You will play a crucial role in delivering essential ESG data to investors and other stakeholders. Additionally, this role includes contributing to ongoing ESG integration activities, such as manager and fund research oversight.

We are seeking candidates passionate about sustainability and responsible investment, eager to use data and technology to enhance investment decisions and outcomes for our customers.

Key Responsibilities:

• Assist in the business-as-usual ESG data activities such as report creation, data validation, answering investor queries and investigating changes in the data.

• Creating tools for our investors and researchers to enable ESG analysis, oversight of portfolios, funds and stocks.

• Advance the systemisation of our processes across the RI team, including reporting, data delivery, stewardship and portfolio oversight.

• Improving the robustness of our data strategy by designing and implementing data validation and oversight processes.

• Analyse ESG data to identify patterns, trends, and opportunities for improvement, as well as potential risks and material impacts. In addition, investigate potential data sources to ascertain usefulness and efficacy for our investment process

• Create tools, reports, dashboards, and presentations to communicate ESG data and insights to stakeholders, including investors, management, and other interested parties.

• Provide data-driven recommendations to support the development and implementation of ESG strategies and programs.

• Work with cross-functional teams, including the data management team and the investment risk team and others as we build out our internal RI data & reporting capabilities.

About You

The successful candidate will have:

• Strong analytical and data analysis skills, including proficiency in statistical analysis, data visualization, and data mining techniques

• Demonstratable experience presenting complex data insights, including report writing, preparing and presenting analytical papers.

• Strong research and investigative skills, with the ability to gather, analyse, and interpret data from various sources.

• Demonstratable knowledge and understanding of ESG frameworks and reporting standards.

• Understanding of financial concepts and investment principles, with knowledge of how ESG factors can impact a company's financial performance and investment decisions, particularly in a finance and asset management context.

• Familiarity with data analysis software, databases, and reporting tools, including knowledge of Python, R, PL/SQL, DAX, PowerBI, PowerQuery, and Power Automate, with coding experience across the project lifecycle.

• Experience with Factset, Rimes, and other market data platforms such as Bloomberg, Morningstar Direct, Thinkfolio, and Dasseti.

• Good understanding of securities, funds, and portfolio construction, with experience in running fund and portfolio analytics.

• Experience working in a regulated environment.

#Quilter #LI-KH1 #LI-hybrid

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.