Search
Close this search box.

Investment Operations Specialist

This role: sits within the Operations areas of stock exchanges, stockbrokers, investment managers, banks, financial advice and wealth management firms. The apprenticeship will cover complex and specialised activities, the systems and processes of the organisation, an aware of the wider risk implications of their role and the business, and they may have training or supervisory responsibilities within their area of expertise.

Apprenticeship overview

This role sits within the Operations areas of stock exchanges, stockbrokers, investment managers, banks, financial advice and wealth management firms.

Duration
18 Months
Qualification Type
Apprenticeship
Qualification Achieved
Level 4 Investment Operations Specialist Apprenticeship Standard
Programme Delivery

  • Facilitated Workshops
  • E-learning
  • 1-to-1 coaching
  • Collaborative learning
  • Shadowing
  • Mentoring

The Person:

  • You love working in fast paced environments.
  • You have a good understanding of investment transactions.
  • You enjoy using your initiative to meet targets.
  • You have an eye for detail.
  • You have a passion for numbers.

Responsibilities often include:

  • Processing and settlement of derivatives or complex investments.
  • Calculation and management of initial and ongoing margin for derivatives positions.
  • Preparation of investment performance reports for clients and investment managers.
  • Selection of investment funds for platforms accessed by retail customers, based on pre-defined criteria.
  • Preparation of management reports for internal review.

Typical Employers:

  • Advice and wealth management firms.
  • Investment consulting firms.
  • Banks.
  • Stock exchanges.

Key Skills for Investment Operations Specialists:

  • Excellent communication skills.
  • Experience in the financial services sector.
  • Problem solving abilities.
  • high levels of organisation.

Why MetaGedu Apprenticeships?

First Line Manager
  •  The knowledge, skills and behaviours you need to succeed
  • Custom-designed apprenticeships
  • Use what you learn immediately in the workplace
  • Personal attention and support for all apprentices
  • Career development and mentoring programme