Investment Risk Data Steward - Quilter - eFinancialCareers : Job Details

About the BusinessQuilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter oversees £126.3 billion in customer investments (as of August 2025). 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 - offering a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands. 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, including our colleagues. 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 RoleLevel: 4 Department: QI Operations Location: London, United Kingdom Contract Type: Permanent Regulated/Non-Regulated: Non-Regulated As an Investment Risk Data Steward , you will play a key role in delivering the evolution of Data Enablement and maintaining data quality, integrity, consistency, and timeliness for our business stakeholders. Your main focus will be delivering high quality data operations in an evolving environment applying a continuous improvement mindset, with a key contribution to the pooled operational resource model. Key Responsibilities:

• Oversee the integration of data into FactSet systems, with a focus on Investment Risk.
• Ensure comprehensive risk coverage of asset classes within the universe of Investments, liaising with internal teams and external vendors to address gaps.
• Monitor and maintain model inputs to support accurate risk analytics.
• Maintain and enhance fund look through capabilities to support risk transparency.
• Ensure timely and accurate mapping of underlying holdings for Fund of Fund structures.
• Perform data quality checks, exception management, and ongoing data maintenance activities, providing early escalation of risks, issues, and errors.
• Maintain master and reference data, ensuring data integrity and consistency across all systems.
• Perform effective operational query and issue resolution.
• Maintain clear procedure documentation with appropriate controls, contribute to reviewing existing processes, and perform business readiness activities for new processes.
• Build and maintain effective relationships with stakeholders.
• Collaborate with Data Enablement colleagues and the IT development team to facilitate effective integration of enhancements, fixes, and upgrades, including user acceptance testing and business readiness activities.
• Act as an SME for data operations in respect of business change initiatives and approach current processes with a continuous improvement mindset.
• Support the integration of data related processes from across the wider investment team, ensuring an effective handover through having clear documentation of processes and escalation paths, a full understanding of risks and potential impacts, and ensuring sufficient training.
• Provide early escalation of risks and issues identified on projects and assist with mitigation and resolution through interactions with relevant parties.

About YouThe successful candidate:

• Self-motivated with a desire to succeed.
• Experience working with FactSet and/or other market data platforms.
• Experience working with Investment data, particularly fund lookthrough and asset-level risk metrics.
• Broad understanding of different Asset Types including derivatives.
• Proven track record in data management and knowledge of operational processes, ideally within the financial services industry.
• Consideration for strong data analysis and processing skills gained within other industries.
• Problem-solving and critical thinking skills.
• A continuous improvement mindset.
• Adaptable and excellent attention to detail to ensure high data accuracy and control.
• Ability to collaborate within the team, projects, and wider operational and investment teams.
• A working knowledge of FactSet, sql, Excel, and / or PowerBI, or the capability to upskill in these areas
• Ability to apply principles you know from one application into others.
• Possible experience in testing and project implementation.
• An understanding of ESG data and its place within the investment management industry.
• Possible industry qualifications such as IMC or IAQ
• Exposure to applications and datasets commonly used within investment management.

#LI-KH1 Inclusion & DiversityWe 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. ValuesDo 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, acti