Client Reporting Apprentice

Summary

Insight Investment (subsidiary of BNY Mellon) is a leading asset manager focused on designing investment solutions to meet its clients’ needs. Based within the Client Reporting team, you will have an emphasis on building out the team’s relationships with various Insight stakeholders including senior members of staff throughout the organisation.

Wage

£25,000 a year

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Training course

Investment operations technician (level 3)

Hours

Monday - Friday, between 9am - 5pm.

35 hours a week

Start date

Monday 1 September 2025

Duration

1 year 6 months

Positions available

2

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

The Operations Department provides middle and back office operational services either within Insight or provided to Insight by external parties.

To succeed in this role, candidates must be willing to learn in a fast-paced environment and show an aptitude towards solution-focused outcomes, benefiting both the team itself and the wider business.

Duties include:

Assist with accurate and timely production of the team’s regular monthly and quarterly Client Reporting requirements.
Work with senior team members when engaging with stakeholders across the business, including but not limited to; Client Service teams, Fund Management teams, Development Technical Support teams other Operational section teams.
Assist in resolving issues when required and build knowledge base of all reporting systems.
With knowledge sharing from senior members, learn the different investment strategies Insight offer to clients and the different reporting outputs for each strategy.
Have input to strategic projects and generate operational efficiency ideas within the team

Where you'll work

160 Queen Victoria Street
London
EC4V 4LA

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)

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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

You will work towards the Level 3 Investments Operations Technician Apprenticeship Standard; you can find out more about what the qualification covers here:

https://www.instituteforapprenticeships.org/apprenticeship-standards/investment-operations-technician-v1-0

You will also work towards the CISI Investment Operations Certificate.

More training information

Training is delivered by Fitch Learning and is hybrid.

Requirements

Essential qualifications

GCSE in:

English (grade 4)
Maths (grade 7 or above)

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

Other requirements

You must have 5 GCSEs at grades 4 and above, including English. For Maths, we require a grade 7 or above. You must also have completed 3 A-levels or equivalent. The minimum grades should be BBC. Ideally, one of these subjects would be in Business Computer Science or Mathematics. Please make this clear on your application that you meet the criteria.

About this company

Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs. Founded in 2002, Insight’s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities. Insight Investment is owned by BNY Mellon, a global leader in investment management and investment services. Insight has a clear mission and purpose to offer investors a different approach to achieving their investment goals; one that prioritises the certainty of meeting their chosen objectives in contrast to the traditional focus on maximising return and minimising volatility. Insight takes responsible investment seriously. In our view, it is as an essential part of deciding whether an investment is fair value. Insight is a signatory to the Financial Reporting Council’s UK Stewardship Code4 and a founding signatory to the UN-supported Principles for Responsible Investment (PRI) in 2006. Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. The belief that clients come first is integral to our value system. A strong client focus, combined with a culture of innovation, collaboration, diversity and inclusion is the environment we offer our colleagues.

http://www.insightinvestment.com (opens in new tab)

After this apprenticeship

We will structure your programme to give you the opportunity to experience and understand our business, so on completion, the apprentice will be fully competent in the role. The apprenticeship should provide the successful candidate with the following opportunities:

Be more effective when you enter a permanent role on completion of the programme
Build networks and relationships across the organisation
Gain technical understanding and working knowledge across our business
Take professional qualifications such as Investment Operations Certificate (IOC) to support and complement business knowledge
Establish the foundations in becoming Insight’s future leaders

Ask a question

The contact for this apprenticeship is: