Investment Product Management (Multi Asset) Apprentice SCHRODER INVESTMENT MANAGEMENT LIMITED

This role sits within the Product Management team which is a part of investment team. The Product Management Team provides a bridge between the investment team and the client group. You and the team will help to support and grow the Multi-Asset business allowing the portfolio managers to focus on investing.

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: today

Apprenticeship summary

  • Annual wage


  • Working week

    9.00am - 5.00pm, days to be confirmed.

    Total hours per week: 35.0

  • Expected duration

    2 Years

  • Possible start date

    02 Sep 2024

  • Date posted

    07 Feb 2024

  • Apprenticeship level

    Level 4 (Higher national Certificate)

  • Reference number


  • Positions

    1 available

What you will do in your working day

You will be reporting to an Investment Director and working alongside a team on all aspects of product management for our Multi-Asset benchmark relative (BMR) business, including the Scottish Widows and Schroders Personal Wealth accounts, as well as other pooled funds and segregated accounts.

Your primary responsibilities will focus on:

  • Product and Client Support
  • Product material — Ensure all regular Multi-Asset BMR product presentations and fund updates are produced for distribution to the client group and creating new product content as required.
  • Client reports and review presentations – Provide regular updates on market and portfolio performance, as well as portfolio investment strategy, for distribution to existing clients.
  • Reporting data – using our internal systems and tools to produce timely and accurate data that feeds into client materials. Identifying opportunities to further automate processes where possible.
  • Ad hoc reporting - Support client group teams in responding to client queries etc.
  •  New Business Development
  • RFP (Request for Proposal) ownership — Ensure RFPs (documents where we answer questions as part of a new business pitch) are completed to a high standard and tailored to answer client questions.
  • Client Pitches — Assist in the development and production of presentations for client pitches.
  • Business Management
  • Business strategy support – Maintain and analyse AUM (assets under management), fund flows and competitor analysis relating to the Multi-Asset strategies. 

The training you will be getting

As an apprentice you'll be involved with all the everyday tasks of your team from day one.

You'll be part of one of the most successful and well-known brands in the Asset Management industry with opportunities to develop and progress your career during your time here.

In addition to the accredited qualification, you'll study towards (Level  4 Investment Operations Specialist), some of the other training and development opportunities offered over the programme include:

  • An introduction to The City - build your awareness of the Asset Management Industry
  • Time management
  • Interview skills
  • Problem solving & decision making
  • Effective business writinResilience training
  • Presentation skills
  • Lunch & learns led by senior members of staff giving you the opportunity to build your network and learn more about our business areas
  • Industry-led Insight events with Investment 20/20

What to expect at the end of your apprenticeship

  • Once you've completed your qualification over the two year programme, you'll move in to a permanent position within the business

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Problem solving skills, Number skills, Analytical skills, Team working, Creative, Initiative


GCSE or equivalent English and Maths (Grade A* - C or 9-4) Essential
AS Level or equivalent A Level or equivalent Any subject (Grade No minimum) Essential

About the employer

Schroders is a global investment manager which helps institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. Our purpose is to provide excellent investment performance to our clients through active management. By serving clients, we serve wider society. Channeling capital into sustainable and durable businesses accelerates positive change in the world. Funding the future is a privilege: we use it wisely and responsibly. We employ over 5700 talented people worldwide operating in 37 different locations across Europe, the Americas, Asia, Africa and the Middle East, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.




1 London Wall Place





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Training provider


Adjustments for experience

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

  • training
  • qualifications, like an NVQ in a relevant field
  • industry or sector experience

Apprenticeship standard

Investment operations specialist

Level 4 (Higher national Certificate)

Demonstrating experience

If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.

You should be prepared to show your competence, and evidence of relevant qualifications

Employer's Application Instructions

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: today