Head of Investment Performance Support

4 weeks ago


Glasgow, Glasgow City, United Kingdom Quilter plc Full time
About the Role

Job Summary: We are seeking a highly skilled and detail-oriented individual to join our Investment Management team as an Investment Performance Support Specialist. As a key member of our team, you will provide essential investment support to our Investment Managers, ensuring the highest level of service to our clients and professional connections.

Key Responsibilities:

  • Support the Investment Managers in the creation and input of dealing instructions using Excel and our dealing system.
  • Assist in the generation of investment proposals, reports, and presentations.
  • Provide clients and/or their advisers with information and reports about their portfolio, under supervision.
  • Ensure all duties and tasks are completed within all relevant rules, compliance regulations, and in-house policies and procedures.
  • Undertake dealing transactions under the guidance and supervision of the Investment Manager(s).
  • Develop effective and efficient relationships with other team members to enable the smooth running of team procedures.

About You: We are looking for an individual with experience in a similar role within Investment or wealth management. You will have a strong attention to detail, excellent technical skills, and proficiency in Excel. A CISI Level 4 qualification is essential.

What We Offer: As a member of our team, you will enjoy a range of benefits, including 26 days' holiday, a Quilter Incentive Scheme, a 10% non-contributory company pension scheme, and private medical insurance. We also offer flexible working arrangements to support your work-life balance.

About Us: Quilter plc is a leading provider of financial services, dedicated to helping generations today and tomorrow prosper. We are passionate about building an inclusive culture where everyone's contribution is valued, and our people can thrive.



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