Rating

9.4/10
  • 1. Please give an overview of your role and what this involves on a day-to-day basis:
  • I supervise and manage investment portfolios for customers in my capacity as an investment manager. I regularly assess market trends, carry out research, and make wise investing judgements. supporting  my customers in achieving  financial objectives, I  keep an eye on the performance of their portfolios, stay in touch with them, and offer regular updates and advice.

    9/10

  • 2. Have you learnt any new skills or developed existing skills?
  • I consistently prioritise learning and acquiring new abilities. I have improved my capacity for financial analysis by keeping up of current business trends and investing tactics. Through regular customer interactions, I have also developed my communication skills, enhanced my risk management strategies, and increased my understanding of numerous asset classes in making wise investment decisions.

    10/10

  • 3. To what extent do you enjoy your programme?
  • I genuinely love what I do as an investment manager. I feel incredibly satisfied when I can analyse markets, make wise investment choices, and assist clients in reaching their financial objectives. I remain involved and motivated in my programme because of my job's dynamic character and the chance to continuously learn and adapt.

    9/10

  • 4. How well organised/structured is your programme?
  • It is well planned and well-organized. To ensure effective processing and maintenance of investment portfolios, there are clear procedures and rules in place. Each stage in the process, from research and analysis to decision-making and reporting, is clearly laid out, enabling efficient execution and accountability. I can manage client portfolios and offer the best outcomes.

    10/10

  • 5. How much support do you receive from your employer?
  • They give me access to the materials, equipment, and tools I need to perform my duties as an investment manager. Additionally, I have access to research platforms, training courses, and possibilities for professional development, which help me stay current with market trends. A supportive work atmosphere is further enhanced by regular supervisor input and direction.

    9/10

  • 6. How much support do you receive from your training provider when working towards your qualifications?
  • My training provider has been a tremendous help to me as I work to earn certifications. They provide advice, and access to knowledgeable mentors who can help with and clarify difficult tasks. I stay on track and get assistance needed to succeed in my qualifications thanks to regular check-ins, training sessions, and feedback.

    10/10

  • 7. How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
  • The certification I received significantly improves how well I perform in my role. I now have a strong foundation in financial analysis, risk analysis, and investment management concepts thanks to the knowledge and abilities I acquired during the programme. I can better serve my clients by making wise decisions, reducing risks, and managing investment portfolios.

    9/10

  • 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.)
  • There are a variety of extracurricular activities offered that regularly engage in social activities that promote camaraderie among coworkers. To promote a fit and active lifestyle, there are also sports teams and wellness initiatives.They hosts conferences, seminars, and networking events that provide attendees the chance to meet business leaders and develop their networks.

    9/10

  • 9a. Would you recommend Morgan Stanley to a friend?
  • Yes


  • 9b. Why?
  • It is well-known in the finance sector and provides great chances for professional advancement. They offer cutting-edge technology, a welcoming and inclusive work atmosphere, and access to a sizable professional network. The organisation is a fantastic option for people looking for a fulfilling career in finance because of its dedication to innovation and employee wellbeing.


  • 10. What tips or advice would you give to others applying to Morgan Stanley?
  • Describe  true interest in finance and reason in wanting  to work with Morgan Stanley. Give examples of how to keep up with market and industry advancements and how to be  keen to help the business succeed.Focus on working well in a team, and presenting complicated ideas in a clear and simple manner.


Details

Level 3 Apprenticeship

Finance

London

June 2023


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