Investment operations administrator apprenticeship

Provide operational and administrative support in investment management teams

An investment operations administrator works within the operational and administrative areas of businesses in the financial services sector that engage in investment management, trading and reporting activities. The support structure underpinning these activities is substantial and varied, with a domestic and global client base of institutional and retail clients. During the investment operations administrator apprenticeship, you’ll typically sit within the operations areas of stock exchanges, stockbrokers, investment managers, banks, financial advice and wealth management firms, investment consulting, and investment administration businesses. Tasks could include reconciliation of investment records; data entry; investigating missing or inaccurate data; compliance and money laundering checks; researching information towards investigative activities and projects; and processing correspondence.


Duration: 12 months

Relevant school subjects: Maths

Entry requirements for the investment operations administrator apprenticeship: No prior work or industry experience required, and qualifications depend on employer

Achievement upon completion: Level 2 (Intermediate)—equivalent to GCSEs at grades A* to C

Potential salary upon completion: £22,000 per annum

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