Uptree

Placement details

Overview

📝 Application Criteria:

• Are living in England and have been ordinarily resident in the UK for at least three years prior to the apprenticeship start date
• Will be aged 18 or over by 7 September 2026 
• Are a recent school or college leaver (A-levels, BTECs or equivalent), or are unsure whether university is the right path for you
  • A-levels (or equivalent) in any subjects – no minimum UCAS points required.
  • Level 2 in both English and Maths (GCSE grade 9-4 or equivalent) for those undertaking a level 3 or higher apprenticeship.
• Are not enrolled in another government-funded apprenticeship or further education programme when you start with us

Ultimately, Schroders 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.

💪 Key skills:

• You’ll be an enthusiastic self-starter who is eager to learn more about our industry and our business 
• Not afraid to put your hand up and ask questions
• A team player with a pro-active approach to getting things done, you’ll love a challenge and are keen to work in an exciting, fast paced environment, while having an ability to deliver tasks on time
• Ability to communicate effectively in both written and verbal form
• Willingness to do additional qualifications and studying
• Happy to work independently as well as in a group
• 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.
• An interest in investments/financial services
• Experience using Microsoft Office programs: Word, Excel, PowerPoint, Outlook 

⏰ Application Deadline: Schroders recruit on a rolling basis so please apply early! 

ℹ️ How to Apply: Click ‘Apply’ at the top of this page!

 

About the Fixed Income division

The Fixed Income division is a key element of Schroders’ product offering that continues to experience significant growth in the range and depth of investment options for clients.  The Product Management team sits within Investment and is responsible for managing the fixed income portfolio of business, allowing fund managers to focus on investing. 

The function acts as a link between the investment team and client services/sales, supporting growth and ongoing profitability. The team is involved in a range of high volume activities that include servicing existing clients, preparation for new business pitches, developing new products and being subject matter experts for other parts of the company.

Learn more about the Schroders by visiting their Company Profile Page.

About the opportunity

Schroders’ two-year apprenticeship programme 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 their business.

On this programme, you’ll be part of the Fixed Income Product team within the Investment part of our business. You’ll receive ongoing training designed to develop you throughout the two years, where you will have the chance to improve your skills as well as your technical knowledge. You will work towards the CFA UK Level 4 Certificate in Investment Management (IMC) as part of the Investment Operations Specialist apprenticeship standard, providing you with a recognised professional qualification.

What you’ll do

• Maintain department statistics, including product assets under management (AUMs) and team changes 
• Help prepare PowerPoint presentations for client pitches, portfolio review meetings and conferences
• Liaise with teams across the business to co-ordinate product support in multiple time zones 
• Help respond to ad hoc queries from internal teams
• Provide ongoing support to Product Analysts and Investment Directors across the London-managed fixed income fund range
• Help prepare client reporting packages on monthly and quarterly reporting cycles
• Liaise with overseas Product Management and Sales & Distribution teams 
• Review and contribute to requests for proposal (RFP); maintain library of RFP responses on an ongoing basis

Apprenticeship Standard: Level 4 Investment Operations Specialist 

 

Next steps

Click ‘Apply’ at the top of this page to create your account. 

⚠️ Please only apply for one school leaver role (either an apprenticeship or trainee role). As you go through the recruitment process, you may be considered for similar roles.