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Investment Operations Apprentice

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SEI

2mo ago

  • Internship
    Full-time
    Placement Program
  • London

AI generated summary

  • You need 2 A-levels (or equivalent) and GCSEs in Maths & English A*-C or 9-5. Must be available to start in September 2025.
  • You will gain hands-on experience, complete training, participate in rotations across Operations Teams, and pursue the CISI Investment Operations Certificate with mentorship support.

Requirements

  • 2 A-levels (or equivalent)
  • Maths & English GCSE A*-C or 9-5 (or equivalent)
  • Be available to join us in September 2025

Responsibilities

  • You will complete an Investment Operations Technician Level 3 Apprenticeship
  • Gain a professional qualification during your first year on the job to give you the knowledge and skills needed to succeed - the CISI – Investment Operations Certificate (IOC)
  • Obtain hands on experience on your path to success.
  • As a member of our 2 year Apprenticeship Programme, you’ll follow a defined path that includes rotations across our Operations Teams. Our Operations Teams are the backbone of the SEI Wealth Platform, performing vital tasks to ensure our clients’ goals are reached.
  • ROTATION PLAN: Explore Operations by working across a number of teams during your 2 year programme.
  • TRAINING: We don’t expect you to join and know everything about what we do straight away. You will receive full training and support with the help of our industry experts and online learning portal.
  • MENTORSHIP: A mentor will support and guide you through your time at SEI.
  • THOUGHTFUL CAREER MANAGEMENT: You’ll receive regular feedback from your manager and training provider to help you through your Apprenticeship.
  • Off-the-job training will be an average of 6 hours per week
  • You’ll be contributing to one-of-a-kind technology and services that are revolutionising the way wealth management firms run their entire business. End clients, firms’ users and SEI users are now doing business on our single platform, which offers a level of transparency, insight and control not previously seen in our industry.

FAQs

What is the role of an Investment Operations Apprentice at SEI?

The Investment Operations Apprentice will complete an Investment Operations Technician Level 3 Apprenticeship, gain hands-on experience, and work across various Operations Teams as part of a two-year program.

What qualification will I obtain during the apprenticeship?

You will obtain the CISI – Investment Operations Certificate (IOC) in your first year.

What type of training will be provided?

You will receive full training and support from industry experts, including access to an online learning portal.

Is there a mentorship program available?

Yes, a mentor will support and guide you throughout your time at SEI.

What educational qualifications do I need to apply?

You need 2 A-levels (or equivalent) and Maths & English GCSE A*-C or 9-5 (or equivalent).

When will the apprenticeship start?

The apprenticeship is set to start in September 2025.

What personal qualities are sought in candidates?

SEI looks for candidates with energy, curiosity, aptitude for learning, excellent self-motivation, organizational skills, good communication abilities, innovative thinking, adaptability, and enthusiasm.

What benefits does SEI offer to its employees?

SEI offers benefits such as comprehensive care for physical and mental well-being, a strong pension plan, tuition reimbursement, hybrid working, and a healthy work-life balance.

What is the work environment like at SEI?

The work environment is open-plan, designed to encourage innovation and creativity, with a focus on employee well-being.

Is SEI an equal opportunity employer?

Yes, SEI is an Equal Opportunity Employer.

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SEI

We’re 4,000 employee entrepreneurs on a mission to build brave futures℠ through the power of connection.

Finance
Industry
1001-5000
Employees
1968
Founded Year

Mission & Purpose

SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change, and help protect assets—for growth today and in the future. As of March 31, 2023, SEI manages, advises, or administers approximately $1.3 trillion in assets.