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Investment Operations Technician

For those working in the operational and administrative areas of financial services

Our Investment Operations Technician programme is for those engaged in the administrative side of investment management, trading & reporting.

data technician

Apprenticeship Overview

Who the Programme is for?


Level 3 Investment Operations Technician & CISI Investment Operations Certificate


Online pre-learning, face to face and online workshops, coaching sessions and progress reviews. Industry expert guest speakers

Start Dates

Programmes are delivered on demand starting at many points through the year


Apprentices are assessed against Knowledge, Skills & Behaviour criteria throughout the programme. Leading to independent End Point Assessment


The cost of this programme is covered through the apprenticeship levy. Employers that do not pay into the levy may pay just 5% of the funding value

Investment Operations Technician

Why choose MetaGedu Apprenticeship?

Creating experts in your space

• Investment transaction matching

• Portfolio valuation

• Portfolio cash reconciliation & management

• Corporate actions processing

• Preparation of investment reports

Elevate Your Workforce with MetaGedu

  • Programmes created specifically for your business needs.
  • The option of face-to-face delivery and reviews.
  • Grow your own talent with apprenticeships for career starters.
  • Succession plan with apprenticeships designed to upskill your existing staff.