Quilter
Lead Data Analyst – Operational Excellence (FTC)
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Lead Data Analyst – Operational Excellence (FTC)
Analyst - Cost to Serve Model (Fixed Term 11 Months) | Quilter plc
Position Overview
Fixed Term Contract Duration: 11 Months Level: 4 Department: Chief Data Office (CDO) Location: London or Southampton Contract Type: Fixed Term
This 12-month fixed-term contract falls under the Chief Data Office (CDO) and reports directly to the Head of Analytics & Insights. This hands-on role focuses on data-driven operational excellence, with a primary objective of designing and implementing a cost-to-serve (CTS) model that provides strategic visibility into customer, product, and channel cost drivers. The role bridges technical expertise, business acumen, and leadership, aiming to optimise performance and unlock growth through analytical insights.
About Quilter plc
Quilter plc is a leading wealth management business, dedicated to enabling brighter financial futures across generations. They manage £141.9 billion (as at 31 March 2026) with a comprehensive customer offering spanning:
- Financial advice
- Investment platforms
- Multi-asset investment solutions
- Discretionary fund management
The business divides into two segments:
- Affluent (covering financial planning, investment platforms, and multi-asset solutions)
- High Net Worth (focused on tailored services for private clients, charities, trustees, and professionals, operating across the UK, Ireland, and Channel Islands)
Quilter prides itself on constant innovation, a customer-centric approach, and bold growth ambitions within a dynamic organisation constantly evolving to exceed expectations.
Key Responsibilities
Strategic Cost & Performance Modelling
- Design and develop a scalable cost-to-serve (CTS) model covering the entire value chain, applying activity-based costing (ABC) principles to map cost drivers to operational workflows.
- Integrate diverse data sources (e.g., finance, operations, systems data) into a unified analytical model for cohesive analysis.
- Extract, clean, and transform large datasets to establish repeatable and maintainable processes for sustaining the model.
- Ensure data quality, consistency, and transparency through documentation of assumptions and methodologies.
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Scenario Analysis & Business Insights
- Build flexible models to simulate financial and operational scenarios, allowing data-driven, evidence-based decision-making.
- Drive supplementary data initiatives to enhance Quilter’s operational excellence efforts.
- Translate complex data outputs into clear, actionable business insights for stakeholders, aligning findings with strategic priorities.
- Collaborate with Finance, Operations, and data teams to validate assumptions and recommend pathways for incremental improvement.
Technical & Collaborative Leadership
- Act as a bridge between technical data teams and business decision-makers, ensuring insights drive results.
- Maintain comprehensive documentation of models, methodologies, and versions to ensure auditability and transparency.
Requirements & Preferences
Education & Experience
- A degree in mathematics, statistics, computer science, or an equivalent analytical discipline, or demonstrable practical experience.
- Compelling evidence of quantitative and analytical problem-solving capability across previous roles.
Technical Competencies
Advanced Technical Skills
- Proficiency in SQL (advanced level)
- Python scripting, particularly in data analytics and automation
- Databricks experience (preferably practical exposure)
- BI tools (Power BI, Tableau, or similar) for visualisation and reporting
Analytical Expertise
- Experience with financial cost modelling, particularly cost-to-serve or activity-based approaches
- Strong statistical analysis skills, including regression, cluster analysis, and timeseries forecasting
- Knowledge of ETL processes and data warehousing architectures
Business & Domain Knowledge (Desirable)
- Working knowledge of contact centre operations (not mandatory)
- Experience handling financial data analysis (e.g., cost allocations, markup dynamics, margin management)
- Exposure to Operational Excellence or Lean Six Sigma frameworks
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Soft Skills & Mindset
- Exceptional problem-solving and structured analytical thinking
- Strong storytelling and communication skills – ability to distil complex findings for non-technical stakeholders
- Proven stakeholder management and influencing skills
- A strategic, curious mindset with a commitment to continuous learning
- An ability to translate technical outputs into clear business value
Why Join Quilter?
We thrive on diverse talent, ethical integrity, and mutual respect. Quilter invests in its people, offering:
Core Benefits
- 26 days’ holiday (182 hours), including public faced days.
- Quilter Incentive Scheme: Performance-linked bonuses aligned with business goals.
- Pension scheme: Employer subscription plus option for personal contributions.
- Healthcare Cash Plan: Jersey-based employees only.
- Flexible Benefits: UK employees can access a range of elective benefits via salary deduction.
Our Values
✔ Do the right thing: Integrity-driven service with a commitment to exceeding expectations in supporting clients and communities.
✔ Always curious: A culture of innovation and experimentation—staying ahead through lifelong learning.
✔ Embrace challenge: Ambition drives transformation; growth in service of brighter futures for all generations.
✔ Stronger together: A collaborative, open, and inclusive environment promoting diversity, ownership, and trust.
Inclusion & Diversity
Quilter is committed to equal opportunities and a culture where diversity drives impact. All career prospects are based on merit, ensuring fairness and an environment where every individual feels valued and empowered to succeed.
This role presents a meaningful opportunity to make a difference within a forward-thinking organisation. If you align with Quilter’s mission to inspire smarter financial futures, apply today!
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