T&IO Analyst Apprentice Review

An analyst, placed on a 6 month rotation across 3 different teams within the Treasury and Investment Office who is responsible for the investment strategy and portfolio management of £175bn assets under management. Currently, rotating within the Long-Term Investment Strategy Team contributing to an independent project, to aid with country analysis, and also contributing to the weekly macroeconomic updates and the monthly economic calendar to update the T&IO on the key market news.

I learned a variety of new skills, including improving my Excel skills by updating numerous spreadsheets and databases, as well as completing various analyses as part of the team. I have free time to work on a personal skill that I believe I lack, such as presentation skills or learning to code in R through taking linked in courses. There's always opportunities to learn new skills through getting involved in different projects or through various online courses available.

I've really enjoyed the programme since I believe I've met some great individuals and learned a variety of skills from colleagues from various backgrounds. The training has been enjoyable because it has enhanced my knowledge and experience not only within investment but finance overall. There is plenty of help and support anytime you need it, as well as a variety of people to speak to, which has made the programme run much more smoothly.

My rotations and managers were pre-determined, and there were clear induction sessions to the programme and with the training provider, so I believe the structure of the programme is well-thought out and well-planned. There is also a lot of flexibility in terms of the projects I want to work on within each team, allowing me to adapt it to my interests or areas where I think I can improve my skills.

When I've had problems, my managers have been very approachable and understanding, which has been fantastic. It's been easy to work with them to set realistic, achievable targets that don't put too much pressure on me, making it much easier to balance work and personal life.

My training provider provides me with a lot of support. Every month, I meet with him one-on-one to discuss how the apprenticeship is going and to ask him any questions or concerns I may have. He has been extremely helpful in advising me on various study strategies and assisting me in completing my apprenticeship to the greatest standard possible.

I am currently working on the Investment Management Certification (IMC), which is only one level below the CFA. It has been very beneficial to study for the IMC to gain industry knowledge through the financial markets and regulations chapter in unit 1, however unit 2 which I have recently begun studying for would be much more valuable as it directly applies to my position in investment.

There are numerous events to participate in, as well as numerous emails outlining the various choices available. There are various opportunities, ranging from hosting podcasts to professional networking events. I participated in the Exercise Sharp Shooter competition, which was a lot of fun to do outside of work.

Yes

I believe that the atmosphere at M&G is fantastic to be a part of because everyone is friendly and eager to help, and you can learn a lot from the various professionals in their disciplines. I believe I am genuinely respected as an employee and would suggest it to anyone who wishes to learn and develop their skills.

I would advise applicants to thoroughly research the firm, understand the roles of the different teams and be able to articulate why they want to be a part of that team and also why they would be an asset to this organisation.