Apprenticeship Standard: Level 4 – Investment Operations Specialist

Department Global Client Solutions

Salary: £25,500 pa plus benefits

Start date: 1st September 2025

Location: City of London, London 

Programme overview:

Schroders two-year apprenticeship programmes give school and college leavers a hands-on introduction to investment management and the opportunity to develop key skills, gain professional qualifications and build an industry network. We have a wide range of opportunities across our business.

The Team

Welcome to the Schroders Solutions division! We manage over £200 billion in assets for a variety of clients, primarily in the UK. You will be part of our Global Client Solutions team, which is responsible for creating and delivering customised investment strategies. We engage with a diverse range of clients, including Defined Benefit Pensions, Defined Contribution Pensions, Insurance companies, and other institutional clients, using our extensive knowledge to foster strong relationships. Our team comprises individuals from different backgrounds, including pensions, investment, and asset management, giving you the opportunity to learn from various experiences.

What you’ll do

• Prepare reports and presentations for clients, outlining their investment strategies and performance.
• Analyse data to support the design and review of our investment strategies.
• Contribute to the delivery of a wide range of investment services, adjusting strategies according to market changes.
• Assist in developing new initiatives and solutions for the UK investment market.
• Collaborate with colleagues across different teams within the organisation.
• Enhance your understanding of key concepts related to investment strategy design and management.

Investment20/20

You will join as an apprentice as part of the Investment20/20 programme. You will have opportunities to meet and network with trainees and apprentices across the industry, as well as participate in behavioural and technical skills training, socials and insight events.  

Who we’re looking for

·       Recent school or college graduates with A-levels or BTECs.

·       Individuals unsure that university is the path for them.

·       Must be 18 years old by 1st September to apply for the 2025 intake.

·       Living in England.

·       Must not be enrolled in another funded apprenticeship or further education programme at the time of starting.

·       Ambitious and enthusiastic self-starter, eager to learn about the industry.

·       Flexible with a keen eye for detail and good IT skills.

·       Natural flair for developing relationships and an entrepreneurial mindset.

About Schroders

A global investment manager with over 200 years of stable ownership, focusing on active management and excellent investment performance, employing over 5700 people in 38 locations worldwide.

Although you may have never heard of Schroders before visiting our website About us | Schroders global, this apprenticeship programme could be for you seeing as the key purpose of the programme is to teach you about what, why and how we do what we do.

Our purpose is to provide excellent investment performance to our clients through active management. By serving clients, we serve wider society. Channelling capital into sustainable and durable businesses accelerates positive change in the world. Funding the future is a privilege: we use it wisely and responsibly.

Who are our clients

Schroders’ clients are diverse and come from a variety of institution types and regions across the globe. Some examples of our clients include;

-        Central banks & sovereign wealth funds

-        Pensions schemes

-        Insurers

-        Family offices

-        Wealth advisors  

Qualifications required:

·       A-levels (or equivalent) in any subjects – no minimum UCAS points required.

·       Level 2 in both English and Maths (GCSE grade A* to C or equivalent) for those undertaking a level 3 or higher apprenticeship.

Qualifications that will help:

·       Flexible approach and willingness to engage in various tasks and projects.

·       Attention to detail and accuracy.

·       Numerate with a problem-solving mindset.

·       Experience in providing excellent customer service is beneficial.

Ultimately, we can teach what you need to know about the job we just need you to bring your drive, passion and enthusiasm to make the most of the opportunity to start building your career.

Recruitment process 

1.     Online application form and CV 

2.     Online assessments 

3.     Online video interview 

4.     Assessment centre 

For more information about the Recruitment process and our programmes, please visit Trainee and Apprenticeship enquiries

Apprenticeship Webinars

We are hosting information webinars on the 17^th February at 11am and 27^th of February at 4pm. Click here if you would like to sign up to attend.

*Please be aware that we recruit on a rolling basis, so we recommend applying early. 

Only one application is permitted for a school leaver role (either an apprenticeship or trainee position). Throughout the recruitment process, you may be considered for similar roles.

We're looking for the best, whoever they are

Diversity is at the heart of our culture. We strive to ensure inclusion at every level, to ensure that our actions match our words, and that our culture of belonging defines how we do business. We are an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.

If you think you may require disability-related adjustments at any stage of the recruitment process, please contact Schroders.support@kaleido-scope.org.uk our disability partner Kaleido-scope for a confidential discussion and advice.