Investment Product Analyst Apprentice Review

by Schroders

Rating

10/10

1. Please give an overview of your role and what this involves on a day-to-day basis:

Involves writing commentary on market reviews, portfolio performance, asset allocation and outlooks. Building and updating presentations on our products for clients including all of the above as well as strategy and investment philosophy. Take active ownership in request-for-proposal questionnaires about our products. Improving data platforms and client databases to make the screening process more efficient for new and existing clients.

10/10

2. Have you learnt any new skills or developed existing skills?

Increased Excel and PowerPoint skills. Developed presentation skills, to an informed or non-informed audience. Understand the broad foundations of fixed income, derivatives, equity and financial markets.

10/10

3. To what extent do you enjoy your programme?

Programme is beneficial and extremely supportive of development.

10/10

4. How well organised/structured is your programme?

The structure of the programme is clear and reasonable in regards to objectives, time goals to achieve those objectives and support.

10/10

5. How much support do you receive from your employer?

Support is received where needed and also in suggestion by the employer.

10/10

6. How much support do you receive from your training provider when working towards your qualifications?

Skills coaches help with understanding next steps and support with any questions.

10/10

7. How well do you feel that your qualification (through your training provider) helps you to perform better in your role?

I feel the IMC and the apprenticeship journey will help me understand more about the industry and where I can add value to the different aspects.

10/10

8. Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)

Yes, they have 20+ employee-resource groups, 10+ sports clubs and very frequent networking events.

10/10

9a. Would you recommend Schroders to a friend?

Yes

9b. Why?

The work culture is flexible and friendly. Everyone is willing to talk and give advice, taking time out of their day. There is also a huge consideration for employee development and growth as a person and employee.

10. What tips or advice would you give to others applying to Schroders?

Don't be afraid to ask what seem like silly questions. Talk to people.