Uptree

Placement details

Overview

Location: London

Start date: 2nd September 2024

Application criteria: 

• You must be 18 years old by 2 September to apply for the 2024 intake 
• You must have gained A-levels (or equivalent) in any subjects – no minimum UCAS point required  
• Must achieve a level 2 in both English and maths (i.e. a GSCE grade A* to C (or 9 to 4)) or equivalent  
• At the start of your new apprenticeship, it is important that you are not currently enrolled in another funded apprenticeship or any other funded further education or higher education program. 
• Please note that funding for a repeated qualification is not available 

Key skills: 

• An interest in investments/financial services 
• Experience using Microsoft Office programs: Word, Excel, PowerPoint, Outlook  
• A problem solver with a keen eye for detail 

Application deadline: Applications will close once enough have been received so we recommend that you apply early!

How to apply: Click 'apply' to submit your application directly through Schroders job board

About the opportunity

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. We support you to take the CFA UK Level 4 Certificate in Investment Management (IMC) which is a professional industry qualification.  

• Maintain department statistics, including product AUMs (Assets Under Management) 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 Executives 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  
• Apprentices on this programme would usually undertakeCFA UK Certificate in Investment Management (IMC) qualification at Level 4

Salary £25,000 pa

About the company

Schroders is a world-class asset manager operating from over 30 locations - and over 5000 employees - across Europe, the Americas, Asia and the Middle East.

Schroders purpose is to provide excellent investment performance to their clients through active management. By serving clients, they serve wider society. Channelling capital into sustainable and durable businesses accelerates positive change in the world.

Next steps

Click 'apply' to submit your application directly through Schroders job board