Lead Data Analyst – Operational Excellence; FTC

Fixed Term Contract Duration - 11 Months

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

Quilter oversees £141.9 billion in customer investments (as at 31 March 2026). 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!

Level: 4

Department: CDO

Location:

London or Southampton

Contract type:
Fixed Term Contract- 12 months

The role is a 12 month Fixed Term Contract and sits within the Chief Data Office (CDO) and reports to the Head of Analytics & Insights.

This is a hands on role to support the operational excellence workstream with data led insights in several areas such as designing and building a robust cost-to-serve (CTS) model that provides clear visibility of current end-to-end cost drivers across customers, products, and channels.

The aim of the activities under this programme is to support strategic decision-making, optimising performance and unlocking growth.

The role requires a blend of technical expertise, business acumen, and leadership skills.

• Design and build a scalable cost to serve model covering the full value chain , mapping cost drivers to operational activities using activity-based costing principles.
• Integrate multiple data sources (eg, finance, operations etc) into a unified analytical model.
• Extract, cleanse, and transform large datasets from operational systems and establish repeatable processes for updating the model.
• Ensure data quality, consistency, and documentation of assumptions.
• Develop flexible models to simulate different scenarios to quantify financial and operational impacts under different scenarios.
• Drive analysis for other data initiatives to support our ambition
• Translate complex outputs into clear business insights for stakeholders and provide actionable recommendations aligned to operational excellence priorities.
• Collaborate with Finance, Operations, and data teams to validate assumptions and outputs.
• Act as a bridge between the technical data and business decision-making.
• Create and maintain documentation of models, methodologies, and assumptions, ensuring transparency, auditability, and version control.

• Degree in an analytical discipline (e.g. statistics, computer science, maths) or evidence of equivalent practical experience

• Advanced SQL, strong proficiency in Python and use of Databricks
• Experience with BI tools (Power BI)
• Strong modelling skills e.g cluster analysis, regression modelling , time series modelling
• Knowledge of data modelling and ETL processes

• Experience in cost modelling, preferably cost-to-serve or activity-based costing
• Strong quantitative and statistical analysis capabilities
• Experience in scenario modelling, simulation, and sensitivity analysis

• Understanding of operational processes within a contact centre desirable but not essential
• Experience working with financial data (e.g cost allocations, margins) desirable
• Exposure to Operational Excellence / continuous improvement frameworks desirable

• Strong problem-solving and structured thinking
• Excellent communication and storytelling skills
• Ability to translate technical concepts into business insights
• Stakeholder management and influencing skills
• Strategic thinker with curious mindset and strong problem-solving skills

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…