Rating

6.1/10
  • 1. Please give an overview of your role and what this involves on a day-to-day basis:
  • As part of the investment team, my duties were: -client portfolio reporting -checking prices of different funds on Bloomberg -graphing funds over the past 5 years on Morningstar -weekly presentations on the macroeconomic environment -copying/printing/binding documents -sitting at every fund manager meeting and asking questions -taking minutes for the investment committee meeting -listening to conference calls on different funds and reporting on them

    9/10

  • 2. Have you learnt any new skills or developed existing skills?
  • -learned to use Bloomberg Terminal -completed my Investment Management Certificate -completed the Bloomberg Markets Concept -briefly worked with VBA and learned many new Excel formulas -learned how to value client portfolios using time varying adjustments.

    7/10

  • 3. To what extent do you enjoy your programme?
  • -I think the internship was a great exposure and allowed me a rapid exposure to fund management at such a young age as I was meeting all these different fund managers. -The analyst team was really cool and we hanged out together quite often -There is a strong management separation between analysts and partners, a line that one cannot really cross in my opinion. -Culture is nice, everyone knows everyone and there is often celebrations and people celebrating birthdays and bringing food. -great hours of work

    8/10

  • 4. How valued do you feel by LJ Partnership?
  • Initially I felt like I wasn't doing much even though I was still learning so I asked if I could take on more tasks. Once more tasks were given to me, I felt more appreciated as I was put in charge of client valuation. I also had a morning task I did every morning. I had regular meetings with my line manager to see how things were going. Everyone was very polite and thankful when I did work for them. However I would have wished for more recognition when I left.

    7/10

  • 5. How well organised/structured is your programme?
  • Not at all! It started off as simply doing small meaningless tasks and then helping with what needed help before getting my own responsibility. There was no structure as there is only 1 intern. They did however give me a briefing when I first started to get to understand the business better.

    2/10

  • 6a. How much support do you receive from your training provider?
  • I was initially put in charge with one of the other analysts who was more experienced and help me get up to speed and gave me tasks to do. I would easily seek advice from the other analysts also and I reported once a week to my line manager.

    7/10

  • 6b. How much support do you receive from your employer?
  • I received Compliance training from the compliance department. I was sponsored to complete my IMC and they also sponsor CFA. I was given extra sick leave when I injured my knee and couldn't come in. I was given generous amount of holidays.

    7/10

  • 7. How well does your salary/package meet your costs?
  • Not well, I was paid the "London minimum wage" ie £9.15 per hour. Its not enough to live in London.

    1/10

  • 8. Are there many opportunities outside of work?
  • The people around the office are very connected and often give away tickets for different events such as Chelsea football game, Royal Ascot, England Pre-Euro Party, ... You get to attend the Christmas party if your there. They will allow you time off to donated blood.

    7/10

  • 9. Would you recommend LJ Partnership to a friend?
  • Yes


  • 9b. Why?
  • I think its a great exposure especially for non experienced people, you will learn so much about fund management and will even be allowed the opportunity of completing certifications, sponsored by the employer.


  • 10. What tips or advice would you give to others applying to LJ Partnership?
  • Be yourself. When I was interviewed, it was really more of a chat than an interview. There were no difficult or technical questions, simply a conversation trying to get to know me. They want people who will fit within the team rather than the brainiac type.


Details

Higher Level Apprenticeship

Finance

Central London & City

May 2017

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