Client Reporting Apprentice

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

Training:

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.

Training Outcome:

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

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 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.

Working Hours :
Monday - Friday, between 9am - 5pm.

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