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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.

18 Months
Qualification Type
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