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Rating
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Skills
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Responsibilities
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Support & Guidance
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Culture
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Your Impressions
- 1. Please give an overview of your role and what this involves on a day-to-day basis.
- 2. Have you learnt any new skills, or developed your existing skills?
- How would you rate the training provided during your experience?
- How would you rate your development of industry-specific skills during the experience?
- How would you rate your development of personal / soft skills during the experience?
- Please rate how these skills have helped you in your career development
- 3. Were you given much responsibility during your placement / internship?
- Please rate how meaningful the work you were doing was
- 4. How much support and guidance did you receive during your placement / internship?
- How would you rate the support and guidance from your line manager?
- How would you rate the support and guidance from the wider team?
- 5. What was the company culture and general atmosphere like?
- How would you rate the inclusiveness of the culture?
- How would you rate the social opportunities?
- How would you rate the diversity initiatives?
- How would you rate the charity, sustainability and corporate social responsibility (CSR) initiatives?
- 6. To what extent did you enjoy your placement / internship?
- Please rate your level of enjoyment on your placement / internship
- Please rate how your experience met your expectations
- Please rate the future employment prospects at Evelyn Partners
- 7. Would you recommend Evelyn Partners to a friend?
- 8. What advice would you give to others applying to Evelyn Partners
Overview
Working alongside investment managers, gaining insights into their daily work as well as attending teaching sessions from individuals from different areas of the business to learn about various roles and learn basic finance fundamentals. I gained support and discussed work-related topics with both an internal and external mentor. This also involved completing an individual project which included a client pitch, stock research and portfolio construction.
Skills
I have learnt how to value a company and how to go about researching investments as well as building my financial awareness and general knowledge. I have also been able to work on my interpersonal skills by developing relationships in a work environment and work on my presentation skills by undertaking a project resulting in a final presentation.
Responsibilities
I think the level of responsibility could be improved - for example scheduling into the timetable some tasks that feel as though you are contributing towards the business. Although I found the final project highly valuable, the hypothetical scenario meant that it didn't feel as real and that I could have been exposed to more responsibility.
Support & Guidance
The mentor that we were paired up with on the desk meant that I felt that I always had support and guidance if needed. I also felt that I had the support of the other members of the team and also from my external mentor. I think the structured timetable was really useful to be able to get guidance on daily tasks but have enough time to maintain flexibility and take control.
Culture
Everybody I interacted with was incredibly friendly and particularly helpful, particularly those who led teaching sessions with the group of interns always offering help and support beyond those timetabled sessions. There seems to be a strong balance of hard work with a good work-life balance.
Your Impressions
I thoroughly enjoyed the experience and found it highly valuable. I think I particularly liked that I had a structured timetable as it meant that I felt less overwhelmed and was able to gain valuable insights into the business and learn finance fundamentals in a friendly setting. I really enjoyed the project as it allowed me to research and find areas that I was specifically interested in and tailor that to the brief.
Yes
I would advise them to reach out to the recruitment team throughout the application process, as I felt they were extremely helpful and friendly, as well as reaching out to members of staff that could provide some insights and advice about their current roles.
Details
Internship (1 Month+)
Financial Management
London
July 2024