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Higherin
S&W

Investment Management Intern Review

at S&W

Internship (1 Month+)

Finance

Birmingham

Review Submitted: July 2024

Overall Rating

4.9 /5

The Overall Rating is the average of all the ratings given in each category. We take those individual ratings and combine them into one final score!

5/5 - Overview of Role
5/5 - Skills Development
5/5 - Support and Guidance
4.8/5 - Company Culture
5/5 - Overall Experience
5/5 - Future Career Prospects

Overview of Role

Please give an overview of your role and what this involves on a day-to-day basis.
Worked in the Investment Management team on a range of real client projects, also attending fund meetings to gain industry-specific knowledge. Gained exposure to different parts of the business, such as Financial Planning and Private Client Tax through meetings and talks with colleagues.
Were you given much responsibility during your placement / internship?
Yes, I was given hands-on responsibility from day one, contributing towards client proposals and attending client meetings which enabled me to experience day-to-day investment management responsibilities
Please rate how meaningful the work you were doing was
5/5

Skills Development

Have you learnt any new skills, or developed your existing skills?
Confidence and ability to navigate the working environment, and also really developed my presentational skills in the end of internship investment project.
How would you rate the training provided during your experience?
5/5
How would you rate your development of industry-specific skills during the experience?
5/5
How would you rate your development of personal / soft skills during the experience?
5/5
Please rate how these skills have helped you in your career development
5/5

Support and Guidance

How much support and guidance did you receive during your placement / internship?
Plenty! Through every step of the way I have been given so much guidance and support, even before the internship began the recruitment team was supportive of any needs I had. Everyone is so friendly and the environment is so supportive which allowed me to ask questions to anyone
How would you rate the support and guidance from your line manager?
5/5
How would you rate the support and guidance from the wider team?
5/5

Company Culture

What was the company culture and general atmosphere like?
Super friendly! Everyone is there for you if you have any questions or concerns. My team took the time to go through things in depth with me and supported me throughout the internship
How would you rate the inclusiveness of the culture?
5/5
How would you rate the social opportunities?
4/5
How would you rate the diversity initiatives?
5/5
How would you rate the charity, sustainability and corporate social responsibility (CSR) initiatives?
5/5

Overall Experience

To what extent did you enjoy your placement / internship?
I really enjoyed my internship. I previously hadn't had much exposure to the industry and this gave me a real insight into what a career would be like and I now know I want to go into this sector in the future so have really benefited from my time at Evelyn.
Please rate your level of enjoyment on your placement / internship
5/5
Please rate how your experience met your expectations
5/5

Future Career Prospects

Please rate the future employment prospects at S&W
5/5

Recommendations & Advice

Would you recommend S&W to a friend?
Yes
What advice would you give to others applying to S&W
Evelyn Partners work with GAIN (Girls are Investors Network) to encourage and support more women into joining the industry. I applied through the scheme and then completed the interview process with Evelyn, and one piece of advice I have is to just be yourself!
In This Review
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