{"id":3419844,"url":"https://alion.io/job/quilter-performance-analyst","title":"Performance Analyst","company":{"id":709168,"name":"Quilter","domain":"quilter.com","url":"https://alion.io/company/quilter-2","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":4,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":21,"computed_at":"2026-10-29T05:49:05Z"}},"role":"Analytics","role_family":"Analytics","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["London, United Kingdom","Birmingham, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":48000,"max_usd":98000,"period":"year","method":"role_country_seniority_unknown","sample_n":276},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-28T20:39:27Z","employer_posted_date":"2026-10-28","last_verified_at":"2026-10-29T01:32:02Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"About the Business\nQuilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands.Quilter plc is a leading wealth management business, which oversees £157.4 billion in customer investments (as at 6th August 2026). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management.\nIf you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.\nAbout the Role\nLevel: 4\nLocation: London\nDepartment: Quilter Cheviot Investment Risk\nContract: Permanent\nTo carry out performance measurement & attribution and to provide support for the CIO, Research team, Investment Managers, and Investment Risk department.\nKey responsibilities:\nTo assist in the monitoring of both client and model portfolios.\nHelp develop new model portfolios and create specialist benchmarks as required, including monitoring model changes and maintaining audit trails.\nConstruct, maintain and review the firm’s model and benchmark data, ensuring accurate mapping and application across portfolios and model ranges.\nTo generate accurate and timely performance numbers for the company’s model portfolios, mainly using FactSet and Excel.,\nTo produce and extract attribution numbers for the firm’s models\nMonitor and investigate performance exceptions, anomalies and data quality issues across internal and external systems.\nTo improve / develop existing performance processes to increase efficiency and accuracy.\nTo assist in the development of internal systems and procedures to generate, manage and monitor the company’s research output.\nTo respond to Investment Managers’ requests for the information regarding performance and attribution, general strategy topics, ad hoc request.\nProvide written performance reports for various purposes including firmwide distribution and committee papers\nPresent performance and explain attribution to several model construction committees.\nWork closely with specialist teams, such as AIM, Charities, and Sustainable Opportunities\nConsumer Duty\nWhilst this isn’t a directly customer facing role, the duties you perform will feed directly into the investment process and will therefore contribute to the overall positive outcomes for our customers.\nAbout You\nKey Behavioural Skills:\nAttention to Detail\nHandles tasks with thoroughness and accuracy. Recognises and resolves errors.\nCommunication\nCommunicates clearly, listens effectively. Written communication is concise and well presented, using appropriate grammar, style and language.\nTechnical\nHas technical knowledge appropriate to the role, including relevant computer systems and keeps this knowledge up to date.\nTime Management\nEffectively balances priorities to meet agreed deadlines for individual and teamwork. Demonstrates flexibility to adapt to changing business needs.\nTeamwork\nActs as a resource to the team and other teams across the business.\nTreats colleagues with professionalism and respect.\nDecision Making\nUnderstands consequences of decisions and follows instructions. Acknowledges and learns from mistakes\nCorporate Focus and Behaviour\nDevelops basic knowledge of the industry and ensures individual work contributes to the success of the Company. Demonstrates initiative and capability within the role and shows potential for future development. Good operational knowledge of interdepartmental processes. Commitment to the values and goals of the Company, demonstrating pride in Quilter Cheviot’s brand. Develops credibility and integrity within the business\nClient Focus\nAssists the team in developing and maintaining appropriate internal and external business relationships, using the appropriate communication method.\nKnowledge & Experience:\nKnowledge and experience of investment management and an interest in financial markets.\nExperience of performance measurement or complex spreadsheets\nFactSet experience is useful.\nAbility and flexibility to learn proprietary IT systems quickly\nAbility to prioritise workloads and complete tasks to deadlines\nWillingness to get involved in ad-hoc projects.\nGood knowledge of Microsoft Office including strong Excel skills\nFamiliarity with macros and VBA would be a benefit but not essential\nFamiliarity with FactSet and it's portfolio analysis system is desirable \nQualifications preferred:\nNumerate Degree such as: Maths, Science, Economics, Engineering\nWillingness to participate in the CFA Program\n#QuilterCheviot\nInclusion & Diversity\nWe 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.\nValues\nDo 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.\nAlways 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.\nEmbrace 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.\nStronger 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.\nCore Benefits\nHoliday: 182 hours (26 days)\nQuilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.\nPension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.\nPrivate Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.\nLife Assurance: 4x your salary.\nIncome Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.\nHealthcare Cash Plan: Jersey employees only\nIn 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.","description_format":"text","description_chars":7065,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Health insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Professional Services","Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-28T20:39:27Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"evidence":"Licensed UK visa sponsor (Senior or Specialist Worker, Skilled Worker)","filings_12m":null,"filings_prev_12m":null,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Global Business Mobility: Senior or Specialist Worker; Skilled Worker","cap_exempt":false,"checked_at":"2026-10-29T06:20:15+00:00","sources":["UK Home Office: register of licensed sponsors (workers)"],"filings_for_role_12m":0}],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":0,"expected_fill_days":21,"reasons":["conf:4","velocity","win:early"],"computed_at":"2026-10-29T05:49:05Z"},"pay":null,"html_url":"https://alion.io/job/quilter-performance-analyst","json_url":"https://alion.io/job/quilter-performance-analyst.json","meta":{"generated_at":"2026-10-29T11:19:13Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":17158,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-30T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":709168},"rest":"https://alion.io/mcp/rest/get_company?id=709168"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fquilter-performance-analyst"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fquilter-performance-analyst"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fquilter-performance-analyst"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/quilter-performance-analyst\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fquilter-performance-analyst"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3419844}},{"tool":"search_jobs","arguments":{"company":"quilter.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3419844},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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