Investment Operations Technician

Qualification: Level 3

Duration: 18-24 months

Investment Operations Technicians work within the operational and administrative areas of businesses in the Financial Services sector that engage in investment management, trading and reporting activities. Transactions in these businesses can range in size from hundreds of pounds to hundreds of millions of pounds. The support structure underpinning these activities is substantial and varied, with a domestic and global client base of institutional and retail clients that include private individuals, small businesses, collective investment schemes, pension funds, charities, corporations and governments.

Type of job roles the programme is for

Investment Administrator
Portfolio Assistant
Wealth Management Assistant

Qualifications

CISI Investment Operations Certificate
Functional Skills in Maths
Functional Skills in English

Progression opportunities

Investment Operations Specialist Level 4
Associate Project Manager Level 4

Core competencies

Leading people
Organisational performance
Decision making
Communication
Operational management

Apprenticeship:

Investment Operations Technician

Qualification: Level 3

Duration: 18-24 months

New learners are assessed by a Skills Coach to ensure their suitability for the programme
After this, they will complete an initial assessment and scoping to identify areas of improvement, and development goals for the apprenticeship
An apprenticeship induction is then held for new learners, where they will be introduced to the schedule of study