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NOCN EPA Investment Operations Technician

This NOCN EPA will assess the competency of an Investment Operations Technician apprentice against the Skills, Knowledge and Behaviors specified in the Standard.

  • Reference: NOCN EPA Investment Operations Technician
  • Level: 3

Duration: 18 Months • Funding Band: 9 • Maximum Funding: £9,000


Investment Operations Technicians work within the operational and administrative areas of businesses in the Financial Services sector that engage in investment management, trading and reporting activities. Transactions in these businesses can range in size from hundreds of pounds to hundreds of millions of pounds. The support structure underpinning these activities is substantial and varied, with a domestic and global client base of institutional and retail clients that include private individuals, small businesses, collective investment schemes, pension funds, charities, corporations and governments.  This role typically sits within the Operations areas of stock exchanges, stockbrokers, investment managers, banks, financial advice and wealth management firms, and investment consulting and investment administration businesses. The majority of work at this level would be non-complex but requiring high standards of accuracy, proficiency and responsibility.


Entry requirements

Individual employers set selection criteria for their apprentices.


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