Investment operations technician

Investment operations technician

Support teams that carry out investment transactions on behalf of individuals or organisations

An investment operations technician works within the operational and administrative areas of businesses in the financial services sector, such as banks, that engage in investment management, trading and reporting activities. With transactions in these businesses ranging in size from hundreds of pounds to hundreds of millions of pounds, the support structure underpinning them, of which you’ll be an integral part, is substantial and varied, thanks to domestic and global client bases of institutional and retail clients. As an investment operations technician apprentice, your work will require high standards of accuracy, proficiency and responsibility. You’ll learn about investment transaction matching, confirmation and settlement, portfolio valuation, portfolio cash reconciliation and management, corporate actions processing, preparation of internal and client investment reports, and processing significant changes to portfolios.


Duration: 18 months

Relevant school subjects: Maths

Entry requirements: Depend on employer, but likely GCSEs or equivalent qualifications or relevant experience, particularly where technical skills are shown

Achievement upon completion: Level 3 (Advanced)—equivalent to A-levels at grades A to E

Potential salary upon completion: £25,000 per annum

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