Investment Management Apprentice Coordinator

Summary

As an Investment Management Apprentice, you'll sit within Investment Management, offering a comprehensive family of domestic and international bond, equity, alternative and multi- asset class products for individual and institutional investors and private partnerships that invest in private equity, venture capital and real estate opportunities.

Annual wage: Competitive
Minimum wage rates (opens in new tab)
Training course: Data technician (level 3)
Hours: 9.00am - 5.30pm, Monday - Friday in person.
40 hours a week
Possible start date: Monday 1 September
Duration: 1 year 6 months
Positions available: 1

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

To facilitate the communication flow and smooth administration through the following:

Initiating, arranging and securing company and client meetings for Portfolio Managers & Specialists and notifying the relevant attendees
Responsible for diary management and meeting co-ordination
Organise global travel itineraries
Processing expense claims, ensuring these comply with Company policy
Deal with returned foreign currency and send all outgoing expense reports to accounts
Arrange conference rooms, AV equipment, dial in numbers and videoconference facilities
General admin tasks including phone coverage, distribution of mail and messages
Filing, maintenance of attendance records, call reports
Updating excel spreadsheet and Outlook with internal and external contacts
Review of invoices to ensure accuracy prior to approval
Updating/maintaining the Master database for the International Equity Team
Keeping track of movements within the portfolios
Adhoc Research projects from the Specialists/ reporting Manager
Process payment of invoices and vendor payments through “TeamConnect and Smaart” system
Cover for executive assistants

Where you’ll work

20 Bank St

Canary Wharf

London

E14 4AD

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

MULTIVERSE GROUP LIMITED

Your training course

Data technician (level 3)

Equal to A level

Course contents

Source and migrate data from already identified different sources.
Collect, format and save datasets.
Summarise and explain gathered data.
Blend data sets from multiple sources and present in format appropriate to the task.
Manipulate and link different data sets as required.
Use tools and techniques to identify trends and patterns in data.
Apply basic statistical methods and algorithms to identify trends and patterns in data.
Apply cross checking techniques for identifying faults and data results for data project requirements.
Audit data results.
Demonstrate the different ways of communicating meaning from data in line with audience requirements.
Produce clear and consistent technical documentation using standard organisational templates.
Store, manage and distribute in compliance with data security standards and legislation.
Explain data and results to different audiences in a way that aids understanding.
Review own development needs.
Keep up to date with developments in technologies, trends and innovation using a range of sources.
Clean data i.e. remove duplicates, typos, duplicate entries, out of date data, parse data (e.g. format telephone numbers according to a national standard) and test and assess confidence in the data and its integrity.
Operate as part of a multi-functional team.
Prioritise within the context of a project.
Source and migrate data from already identified different sources.
Collect, format and save datasets.
Summarise and explain gathered data.
Blend data sets from multiple sources and present in format appropriate to the task.
Manipulate and link different data sets as required.
Use tools and techniques to identify trends and patterns in data.
Apply basic statistical methods and algorithms to identify trends and patterns in data.
Apply cross checking techniques for identifying faults and data results for data project requirements.
Audit data results.
Demonstrate the different ways of communicating meaning from data in line with audience requirements.
Produce clear and consistent technical documentation using standard organisational templates.
Store, manage and distribute in compliance with data security standards and legislation.
Explain data and results to different audiences in a way that aids understanding.
Review own development needs.
Keep up to date with developments in technologies, trends and innovation using a range of sources.
Clean data i.e. remove duplicates, typos, duplicate entries, out of date data, parse data (e.g. format telephone numbers according to a national standard) and test and assess confidence in the data and its integrity.
Operate as part of a multi-functional team.
Prioritise within the context of a project.

Your training plan

20% off your working week will be dedicated to 'Off the job training' - ie apprenticeship studies which are completed online during work hours. This will include independent self paced learning, online tutorials alongside other apprentices and 1:1 coaching.

Requirements

Essential qualifications

GCSE in:

English (grade 4-9 (C-A))
Maths (grade 4-9 (C-A))

A Level in:

Three A-Levels - any subjects (grade A* - C)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Attention to detail
Organisation skills
Analytical skills
Team working
Initiative
Microsoft Office Applications
Adaptable

About this company

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals.

http://www.morganstanley.com/campus (opens in new tab)

Company benefits

- Health Cover - Mentor Scheme - Multiverse Community - Pension - Social Events - Volunteering

After this apprenticeship

After your Data Technician apprenticeship, you have the opportunity to progress into HR, Recruitment, Sales, Marketing & PR, Real Estate, Office Management, Business Management. Most of the above can be completed in a higher-level qualification.

Ask a question

The contact for this apprenticeship is:

MULTIVERSE GROUP LIMITED

The reference code for this apprenticeship is VAC1000296003.

Apply now

Closes on Friday 28 February

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After signing in, you’ll apply for this apprenticeship on the company's website.

Company’s application instructions

To apply, please click the link above to create a Multiverse account.

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