Senior investment and commercial banking professional
Level 7 · Degree (Master’s)Legal, finance and accounting 1.5 yr typical
About this apprenticeship
What it involves
A Senior Investment and Commercial Banking Professional works at a high technical and client-facing level in areas such as corporate finance, capital markets, mergers and acquisitions, or structured finance. This level 7 master's-level apprenticeship develops the analytical, commercial, and leadership skills required for senior roles in investment banks, corporate banks, or financial advisory firms. Graduates pursue director, vice-president, and executive-level careers.
On the job
What you’ll learn
Advanced financial analysis, valuation methodologies, and modelling
Capital markets instruments - debt, equity, derivatives, and structured products
Mergers and acquisitions processes and corporate finance strategy
Regulatory framework for investment banking (MiFID II, MAR, PRA/FCA rules)
Client relationship management and senior stakeholder engagement
Leadership, ethics, and professional conduct in financial services
On the job
What you’ll do day to day
Conduct advanced financial modelling and valuation analysis for transactions
Prepare pitch books, information memoranda, and client presentations
Lead deal execution and manage cross-functional deal teams
Advise corporate clients on financing strategy and capital structure
Manage regulatory compliance for transactions and client activities
Develop and own senior client relationships and business development activities
The deal
How this apprenticeship works
You earn a wage from day one. You are a paid employee, not a student. There are no tuition fees - the training is funded by your employer and the government.
About 20% is “off-the-job” training. Roughly a day a week is spent learning away from your normal duties - at a college, training provider, or online - working towards a recognised qualification.
It ends with an end-point assessment (EPA). Near the end, an independent assessor checks you can do the job to the national standard - through tests, a project, a portfolio or an interview. Pass it and you are fully qualified.
How to get there
What you need to start
Level 7 (Degree (Master’s)) - roughly Master’s-degree level. Usually needs a relevant degree or Level 6 qualification, or significant experience.
What’s next: Leads into senior and chartered professional roles.
Entry requirements are set by each employer and can vary - always check the specific vacancy.
Hear from employers
What it’s really like
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