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Client Reporting Apprentice
, Apply From: 05/06/2025
Learning Provider
Delivered by FITCH LEARNING LIMITED
Employer
Insight Investment
Vacancy Description
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
Key Details
Vacancy Title
Client Reporting Apprentice
Employer Description
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 beliefthat 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.
Vacancy Location
160 Queen Victoria Street EC4V 4LA
Wage Frequency
Custom
Number of Vacancies
2
Vacancy Reference Number
1000323512
Key Dates
Apply From
05/06/2025
Closing Date For Applications
2025-06-18 23:59:59
Interview Begin From
Possible Start Date
2025-09-01 00:00:00
Training
Training to be Provided
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.
Learning Provider
FITCH LEARNING LIMITED
Skills Required
Communication skillsIT skillsAttention to detailOrganisation skillsCustomer care skillsProblem solving skillsPresentation skillsAdministrative skillsNumber skillsAnalytical skillsLogical
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