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- Tasks: Join our 2-year Apprenticeship Programme and gain hands-on experience in investment operations.
- Company: SEI is a global leader in wealth management solutions, blending technology with finance.
- Benefits: Enjoy hybrid working, mental health support, tuition reimbursement, and a strong pension plan.
- Why this job: Be part of a dynamic team revolutionising wealth management while developing your skills and career.
- Qualifications: 2 A-levels and Maths & English GCSE A*-C or equivalent required.
- Other info: Mentorship and training provided to help you thrive in a creative and collaborative environment.
SEI creates and provides innovative, comprehensive solutions for creating and managing wealth. We are a leading global provider of institutional and private client wealth management solutions. This includes asset management, investment processing and investment operations. The SEI Wealth Platform (SWP) is an outsourcing solution used by wealth managers. Our technology enables wealth managers to effectively capitalise on their strategic objectives by providing infrastructure, operations and administrative support.
What you will do:
- 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.
What we need from you:
- 2 A-levels (or equivalent).
- Maths & English GCSE A*-C or 9-5 (or equivalent).
- Be available to join us in September 2025.
What we would like from you:
- We look for energy, curiosity and an aptitude for learning.
- Excellent self-motivation & organisational skills.
- Good communication skills & the ability to work collaboratively.
- Innovative and creative thinking.
- Adaptability & enthusiasm.
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun.
SEI’s competitive advantage: To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.
We are focused on ensuring a healthy work-life balance and offer our employees benefits, which include private medical care for you and your family, access to GPs online for appointments, enhanced family leave, volunteer days, access to thriving employee networks and not forgetting free fruit.
Investment Operations Apprentice employer: SEI Investments Company
Contact Detail:
SEI Investments Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Apprentice
✨Tip Number 1
Familiarise yourself with the SEI Wealth Platform and its functionalities. Understanding how this technology supports wealth managers will give you an edge during interviews, as you'll be able to discuss how you can contribute to their operations.
✨Tip Number 2
Showcase your enthusiasm for learning and adaptability. During your interactions with us, whether in interviews or networking events, highlight examples of how you've embraced new challenges or adapted to changes in previous experiences.
✨Tip Number 3
Connect with current or former apprentices at SEI through LinkedIn or other platforms. They can provide insights into the apprenticeship experience and may even share tips on how to stand out in your application process.
✨Tip Number 4
Demonstrate your communication skills by preparing thoughtful questions about the role and the company during interviews. This shows your genuine interest in SEI and helps you engage with the interviewers on a deeper level.
We think you need these skills to ace Investment Operations Apprentice
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Investment Operations Apprentice position. Familiarise yourself with SEI's services and values to tailor your application accordingly.
Highlight Relevant Skills: In your CV and cover letter, emphasise skills that align with the job description, such as self-motivation, organisational abilities, and good communication skills. Provide examples of how you've demonstrated these qualities in past experiences.
Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your enthusiasm for the role and the company. Mention why you are interested in wealth management and how you embody SEI's values of courage, integrity, and collaboration.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the finance industry.
How to prepare for a job interview at SEI Investments Company
✨Show Your Curiosity
Demonstrate your eagerness to learn by asking insightful questions about the role and the company. This shows that you are genuinely interested in the position and willing to engage with the material.
✨Highlight Relevant Skills
Make sure to emphasise your organisational skills, communication abilities, and any experience you have with teamwork. These are key attributes that SEI values, so be ready to provide examples from your past experiences.
✨Embody SEI Values
Familiarise yourself with SEI's core values such as courage, integrity, and collaboration. During the interview, try to weave these values into your responses to show that you align with the company's culture.
✨Prepare for Technical Questions
Since this role involves investment operations, brush up on basic financial concepts and terminology. Being able to discuss these topics confidently will demonstrate your readiness for the apprenticeship.
