Investment Operations Technician

The Role: The role sits within the Operations areas of stock exchanges, stockbrokers, investment managers, banks, financial advice, wealth management firms, investment consulting and investment administration businesses.

Apprenticeship overview

The role requires high standards of accuracy, proficiency and responsibility.

Duration
18 Months

Qualification Type
Apprenticeship

Qualification Achieved
Level 3 Investment Operations Technician 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 an interest in finance and financial products.
You enjoy using your initiative to meet targets.
You have an eye for detail.
You have a passion for numbers.

Responsibilities often include:

Investment transaction matching, confirmation and settlement.
Portfolio valuation.
Preparation of internal and client investment reports.
Corporate actions processing.
Portfolio cash reconciliation and management.

Typical Employers:

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

Key Skills for Investment Operations Technicians:

Excellent communication skills.
Understanding of financial services.
Problem solving abilities.
high levels of organisation.

Why MetaGedu Apprenticeships?

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