About us

Quilter Cheviot has a heritage that dates back to 1771. As one of the UK's largest discretionary investment management firms, Quilter Cheviot has managed bespoke investment portfolios for individuals and families for generations. Quilter Cheviot is focused on helping their clients invest for a lifetime of opportunities and challenges.
 
Quilter Cheviot is part of Quilter, a leading provider of advice, investments and wealth management both in the UK and internationally, managing over £118.7 billion of investments on behalf of over 900,000 customers (as at October 2019). Quilter plc, our group holding company, is listed on the London and Johannesburg stock exchanges. 

About the role

• Identify suitable funds that either have ESG leadership or that have specific sustainable objectives. Be able to consider the fund managers' ESG credentials alongside investment expertise.
• Contribute to the ESG assessment of our broad list of funds under coverage and our engagement with fund managers on their approach to integrating ESG and active ownership.
• Maintain active recommendations on 30-40 investment managers, generating effective and timely investment recommendations.
• Whilst the role is focused on ESG, the successful candidate may also cover one or two broad sectors where some funds have less of an emphasis on ESG factors within the investment process.
• Communicate recommendations effectively and persuasively in both verbal and written format and inform Quilter Cheviot and Quilter Investors Investment Managers of significant developments and events.
• Attend and contribute at the morning meetings and other investment meetings as appropriate.
• Help develop the framework for specialist ESG fund analysis and portfolio level ESG analysis and reporting
• Conduct high quality quantitative and qualitative analysis in a timely fashion
• Lead fund manager due diligence meetings and attend conferences
• Conduct research into various ESG and investment themes

About you

• Worked in financial markets for 3+ years with specific experience of fund research.
• Confidence in communicating is required during meetings, both internal and external.
• Strong written communication skills
• Can demonstrate experience of presenting and is comfortable doing so to a large audience.
• Flexibility to work unusual hours on occasions when required.
• Excellent Excel skills.
• Knowledge of Factset, Morningstar and Style Analytics an advantage.
• Demonstrable understanding of ESG factors and the role it plays in the investment process.
• IMC, preferably part-qualified in the CFA. CFA ESG certificate desirable,

Benefits

No matter what job you do you should feel valued and appreciated.  That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create.

Core Benefits (Perm)

Holiday:  26 days

Quilter Incentive Scheme:  All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme:  10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance:  Single cover as standard, cover can be increased at your own cost

Life Assurance:  4x your salary, cover can be increased at your own cost

Income Protection:  75% of salary payable after 26 weeks of absence

Core Benefits (Fixed Term Contract)

Holiday:  26 days

Quilter Incentive Scheme:  All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme:  10% non-contributory company pension scheme that can be boosted through personal contributions

Benefit Allowance:  A cash benefit allowance is payable in lieu of some of our core benefits

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.

Our promise

At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.