Our Investment Operations Technician programme is for those engaged in the administrative side of investment management, trading & reporting.
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
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 transaction matching
• Portfolio valuation
• Portfolio cash reconciliation & management
• Corporate actions processing
• Preparation of investment reports
