Figaro / Investment Systems Product 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 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 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:  Technology- QC

Location: London or Southampton

Contract type: Permanent

As an Investment Systems Product Analyst for Quilter Cheviot, you will be a key enabler of our business success, playing a key supporting role for our stakeholders and customers.

You will report to the Technology Product Owner responsible for Investment Systems in Quilter Cheviot and help support the technology that underpins the investment process. 

You will help ensure that technology solutions are tailored to meet the specific needs and expectations of our business stakeholders, and that they are delivered in a way that drives the greatest possible value and impact. 

You will help integrate technology solutions from the technology delivery and change portfolios and work with the stakeholders across the business for the delivery of investment technology solutions and services, aligned to the Quilter technology strategy, policies, and standards to meet current and future requirements.

All candidates who have a good technology background and are comfortable with senior business stakeholder management are welcome to apply.

As a Product Analyst in the QC Investment Systems support team you will be responsible for providing subject matter expertise for Investment Management systems such as Figaro, Portfolio Review and BITA Risk to ensure that the solutions operate effectively.

The role is responsible for supporting and configuring system functionality and/or trouble shooting, system analysis, supporting and providing system design, assisting with user-testing and documenting business processes / procedures in partnership with Quilter Cheviot.

Successful candidates will be comfortable engaging with stakeholders at a senior level.

This role will support the Investment Systems Technology Product Owner in the following key areas:

• Collaborate with business stakeholders to understand their strategic objectives, challenges, and opportunities, and to identify and prioritise technology needs and solutions.
• Act as a trusted advisor, providing guidance and input on investment systems technology matters.
• This role is a vital support liaison and link between the team and the investment business.

• Serves as the point of escalation for the Quilter Cheviot business unit for investment system technology operational issues and drives issue resolution.

About You

This role will need to be comfortable navigating complex environments, using an analytical approach to identify issues, develop solutions and drive continuous improvement.  

This role requires someone with exceptional interpersonal skills with the aptitude to build and maintain strong relationships with key stakeholders, colleagues, and suppliers.  This will require the ability to influence and persuade others while maintaining the consistent delivery of results and drive of change across teams and with stakeholders.  

There is a requirement for high energy, drive, and resilience to maintain focus on delivery in a fast-paced changing environment.  You will need to demonstrate credibility, professionalism and strong personal integrity and role model the Quilter values – Pioneering, Dependable, Stronger Together. 

This role will be best suited to those with deep subject matter expertise, both business and technology. You will need a strong technology background in wealth management systems.

Excellent stakeholder management skills demonstrating the ability to translate technical and complex challenges into simple, clear updates, issues and/or risks for senior stakeholders. We want someone who can translate highly technical details into a digestible format that can aid decision making.

We welcome applications from candidates with a deep understanding of the risk context and risk appetite that teams operate within.

#LI-PM1

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.