Responsible Investment Reporting

7 days ago


London, UK, United Kingdom Quilter Full time
About the Business

Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation.

Quilter plc 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 businesses, 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 Private Client Advisers.

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: 5

Department: ResponsibleInvestment

Location: London, United Kingdom (hybrid)

Contract type: Permanent, Full-Time

Non-Regulated

As Responsible Investment Reporting & Implementation Manager you will report into the Head of Responsible Investment, and work closely with of the Responsible Investment team, helping with management of core projects and owning ongoing processes, concentrating on our regulatory and reporting commitments.

You will use your knowledge of responsible investment practices and skills in project management to support our organisational commitments and our investment solutions with specific RI-related objectives.

The role will involve managing and coordinating our responses to critical RI-related disclosures such as SDR, TCFD, Stewardship Code, and UNPRI, working collaboratively with the RI team and internal stakeholders and ensuring that we our responses are compliant, consistent, timely and efficient. In addition, we will expect you to highlight process improvements and synergies between reports, and create a holistic, streamlined approach to handling regulatory reporting. Some content writing may be necessary, as well as gathering data and content from internal experts.

Outside of the regulatory sphere, you will be involved in managing other Responsible Investment projects. For example, Sustainability training and Responsible investment policy creation.

You will have autonomy to operate with limited oversight whilst ensuring quality output and recommendations are communicated and presented clearly, in a timely manner.

About You

To be a successful candidate you will need sustainability and project management experience, preferably within financial services, and be collaborative and highly organised, with knowledge of core concepts for responsible investment. Relevant qualifications in this field would be beneficial. Ideally you will have a strong understanding of RI regulatory and non-regulatory requirements and disclosures and are aware of how ESG information and data is used in investment processes.

You will have strong analytical skills with keen attention to detail. Excellent written and verbal communication skills are essential for this role, and the ability to work across multiple teams with a variety of internal and external stakeholders.

We are looking for demonstrable experience of leading and managing projects, analysing and presenting data and findings, and experience of implementing new process and procedures.

#LI-IC1 #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.



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