Baillie Gifford- Trainee Post Trade & Reporting Assistant

Job title: Trainee Post Trade & Reporting Assistant

Type: Modern Apprenticeship

Contract: Permanent

Salary: £18,000 per year

Hours: Full-time (35 hours)


Baillie Gifford is an investment management company founded in 1908. Since that time, we have grown into a leading global company and we invest in some of the world’s most exciting businesses. We work hard for our clients and employ over 1000 people, most of whom work in Edinburgh, but we also have offices in London, New York and Hong Kong. People are often surprised by the variety of roles available within Baillie Gifford, which can include investment managers, lawyers, finance experts, travel co-ordinators, client administrators and IT specialists. With a vast array of jobs, there may be a role for you that you hadn’t considered.

At Baillie Gifford, we’re incredibly committed to the wellbeing of our employees and we’re proud of our supportive working environment, with recent initiatives such as the Mental Health group and LGBT network. Our culture isn’t just limited to our work though – there’s an abundance of social events and groups to get involved in, from the annual dinner dance and office outing, to touch rugby and yoga classes. Not forgetting the free fruit, hot drinks and on-site restaurant to enjoy each day.

You will join our Mandate Compliance Team, which is part of the larger Clients Department at Baillie Gifford, focused on delivering the very best service for our clients. There are 11 people in the team but around 200 in the Clients Department in total. As a Post Trade & Reporting Assistant, you will have daily interaction with a number of different people in our business which will help you to understand how the team fits in to what we do. We are always looking for ways to offer an individually tailored service and you will play a role in understanding each client’s specific requirements and ensuring their needs are met.

You will learn how to assist the Clients Department by running reports, collating data and completing other ah-hoc tasks when required. On a daily basis you will be looking at our internal system to monitor and validate any breaches or near breaches. One important task that the team do is carrying out regular compliance checks to ensure clients are being managed in line with their investment guidelines. You will also complete regular client tasks as indicated on another of our internal systems – Jobtraq and maintenance of Client restricted lists.

What will I learn?

The apprenticeship programme will provide a combination of classroom based and on the job training to allow you to achieve a SVQ Providing Financial Services at SCQF Level 6.

Baillie Gifford is committed to helping its employees continually learn and develop so in addition to the apprenticeship qualification, you will have a formal induction programme and continued training throughout your time with us. This will be a combination of technical training to do your job to the best of your ability, some soft skills learning and the opportunity to learn about what our industry is all about.

What qualification or qualities are required?

We are looking for an enthusiastic, reliable and driven people.

You’ll be joining a team that’s focused on delivering the very best service for our clients, so communication skills are essential. Your ability to build strong relationships make you a born team player, while your high level of motivation means you also work well on your own. Time management is also one of your key skills and you know exactly how to multi-task and have a focus on the accuracy of your work.
You will also need a National 5 in Maths and English.

How to Apply: 

Please send your CV to