Investment Operations Apprentice

Summary

Excellent opportunity for a recent school leaver who is passionate about starting their career in Investment Operations within a financial institution.

Wage

£23,000 a year

Check minimum wage rates (opens in new tab)

Training course

Investment operations technician (level 3)

Hours

Monday - Friday, 9.00am - 5.00pm.

35 hours a week

Start date

Monday 18 August 2025

Duration

2 years

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

This is an excellent opportunity for someone passionate about starting their career in Investment Operations within a financial institution. Our apprenticeship programme will provide you with a fully funded professional qualification, Investment Operations Certificate Level 3 (CISI), and opportunity to develop a range of skills while spending 24-months in our Investment Operations team. Through the programme, you will build sound ethical standards, together with strong communication, influence, analysis, and problem-solving skills.

The Investment Operations team is made up of two groups:

Data Management – responsible for ensuring investment related data is appropriate, accurate and consistent. Responsible for implementation and development of the Data Governance Policy.
Portfolio Administration – responsible for ensuring all transactions are processed in a timely manner and recorded accurately.
Responsible for ensuring BII’s portfolio of investments is monitored for lifecycle events and administered effectively and efficiently.

This role will sit across both teams but the successful applicant will report to the Head of Data Management.

Responsibilities:

Ensure the smooth operation and continuous oversight of business-as-usual (BAU) activities.
Assist in conducting reviews of data discrepancies and actively participate in their remediation.
Perform administration duties related to initial investment transactions, e.g. bank account set up, call backs to confirm bank details and setting up the instrument.
Monitor, check and administer ongoing lifecycle events, processing disbursements, distributions for Funds, Equities and Loans.
Monitor for receipt of periodic reports from investees, and chase late reports as defined in the reporting process.
Monitor team inboxes, assisting with ad-hoc data queries, portfolio queries, analysis and reporting.
Flag issues with BII investments to the Investment teams and senior management as appropriate.
Assist in preparing regular reporting and reconciliations.
Work with the wider Investment Operations team on other processes and instruments when needed.

Where you'll work

123
Victoria Street
London
SW1E 6DE

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

FITCH LEARNING LIMITED

Your training course

Investment operations technician (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

Service delivery: Capable of performing non- complex tasks to consistently high standards of client service, timeliness, accuracy and attention to detail. For example, ensures the timely preparation and accuracy of computerised cash position, valuation, and client reports; monitors and processes the timely allocation of investment income to client account; Ensures that client instructions relating to increasing or liquidating their investments are communicated and processed promptly. Manages own workload and adheres to agreed systems and processes. Meets required risk, regulatory and governance requirements.
Communication: Demonstrates high quality written and verbal communication skills with both clients and colleagues. Builds and maintains good relationships with clients and counterparties. Handles everyday situations and issues that arise within the context of their job role. Ensures transactions arising from corporate actions are correctly communicated and allocated to client accounts.
Team working & collaboration: Consistently supports colleagues and contributes towards making improvements and efficiencies. Aware of their role within the team, how their team fits within the business, and the impact of team decisions impacts on internal and external clients.
Ownership & Initiative: Takes ownership for delivery in their area of responsibility. Finds ways to progress and resolve non-complex issues, adopting alternative approaches where appropriate. Escalates decisions and issues swiftly when necessary.
Personal development: Participates proactively in planning and recording their development activities; responds positively to feedback from colleagues. Keeps up to date with changes in all areas of the role; shows commitment to the job and the industry.

Your training plan

Training will be hybrid, delivered by Fitch Learning.

More training information

This opportunity is the Level 3 Investment Operations standard. You will also work towards achieving the Investment Operations Certificate, accredited by CISI.

Requirements

Essential qualifications

A Level in:

Any subject (grade A*-C)
Any subject (grade A*-C)
Any subject (grade A*-C)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Problem solving skills
Presentation skills
Administrative skills
Number skills
Analytical skills
Logical
Team working

Other requirements

What we are looking for from you is commitment, a desire to learn and a willingness to contribute. You will need to have the following: A minimum of 5 GCSEs (or equivalent) at grade C/4, including English and Maths. Three A-levels at grade A*-C or equivalent. A willingness to learn and to develop new skills. A professional, methodical, and organised approach, with good time management. Good attention to detail particularly with written information. Strong interpersonal and communication skills, with the confidence to challenge when appropriate. A good working knowledge of MS Office, in particular Excel, Word and Outlook.

About this company

British International Investment is the UK’s development finance institution, owned by the UK Government. We invest with the aim of solving the biggest global development challenges by investing patient, flexible capital to support private sector growth and innovation. We have 75 years of experience successfully supporting the sustainable, long-term growth of businesses in Africa and Asia, and have recently expanded to invest in the Indo-Pacific and Caribbean. We invest to achieve impact and a financial return which is then reinvested for more impact. Over the past five years, we have committed £7 billion of new investments, with our net assets growing in value to approximately £8.1 billion. We are now invested in 1,400 businesses which directly employ over 950,000 workers and support many more. Over the next five years, we plan to grow further and aim to commit around £9 billion of new investments over the period.

http://www.bii.co.uk (opens in new tab)

After this apprenticeship

On successful completion of the apprenticeship there will be opportunity for a permanent role and progression.

Ask a question

The contact for this apprenticeship is: