Investment Operations Specialist - Level 4 Apprenticeship CG ASSET MANAGEMENT LTD

The successful apprentice candidate works as part of a small team to provide strategic, analytical, and technical support for asset management activities. The apprentice will work to gain key insight into the operations of our business and run the daily activities. The position will involve exposure to back and middle office functions.

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Closing date: 15 Oct 2023

Apprenticeship summary

  • Annual wage

    £10,296.00 to £20,319.00

    Apprentice will receive pension, in line with NEST auto-enrollment requirements.

    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates
  • Working week

    Monday - Friday 9.00am - 5.30pm

    Total hours per week: 37.5

  • Expected duration

    20 Months

  • Possible start date

    16 Oct 2023

  • Date posted

    29 Aug 2023

  • Apprenticeship level

    Level 4 (Higher national Certificate)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

  • The candidate will be given full training which will allow them to understand and complete the daily tasks required in the operations team
  • Initially this will be running macros, performing reconciliations and dealing with our outsourced service providers. Over time the apprentice will be encouraged to get involved more broadly with building and maintaining macros and operational workflows
  • CGAM have the systems and procedures in place to allow the candidate to fully understand all aspects of the Asset Management landscape and this is an incredible opportunity to learn and develop your skills in a successful asset management firm

What training will the apprentice take and what qualification will the apprentice get at the end?

  • Apprentice will obtain the Level 4 Higher National Certificate (HNC) at the end of the course
  • The training will be based in the office four days a week with one day of study either at BPP or online

What is the expected career progression after this apprenticeship?

We hope the apprentice will complete the course and take a full time role at the company on completion. The progression would be Apprentice to Operations Analyst, Operations Manager, Senior Operations Manager.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Problem solving skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Initiative, Patience, Positive attitude


A Level or equivalent Mathematics or Sciences (Grade B) Essential

About the employer

CGAM manages investments on behalf of a wide range of clients, including wealth managers, family offices, endowments and charities. Wealth protection sits at the heart of everything we do, our objective is to preserve and over time to grow our clients’ real wealth. The company was established in 2000 and has longstanding and deep client relationships. CGAM manages two families of funds. The first group invests in across a range of asset classes with the objective of delivering absolute returns, positive returns regardless of market backdrop. The second group invests in inflation linked government bonds.









Sindy Somanader

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Training provider


Apprenticeship standard

Investment operations specialist

Level 4 (Higher national Certificate)

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