Actuarial & Investment Internship Review
at Barnett Waddingham LLP
Internship (1 Month+)
Actuary, Banking
Liverpool
Review Submitted: September 2022
Overall Rating
5 /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
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Overview of Role
5/5
-
Skills Development
5/5
-
Support and Guidance
5/5
-
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.
· Produced Investment Management Reports for large companies with multiple pension schemes, each with 9-figure asset portfolios. This involved corresponding with asset managers to request the correct data as well as writing up my own report with insights into asset performance and explanations of what transactions had occurred in the quarter
· Produced Asset Transfer Requests for 8-figure transactions
· Analysed many investment funds to produce spreadsheets containing a plethora of information on the funds and their managers. Handed this to a senior analyst with scores for each fund and comments of my own to help recommend which funds should be put forward to the trustees
· Produced Cash Equivalent Transfer Values for deferred, retired, and dependant members
· Delivered internally assessed presentations and case studies
· Received in-house investment and governance training
· Produced Asset Transfer Requests for 8-figure transactions
· Analysed many investment funds to produce spreadsheets containing a plethora of information on the funds and their managers. Handed this to a senior analyst with scores for each fund and comments of my own to help recommend which funds should be put forward to the trustees
· Produced Cash Equivalent Transfer Values for deferred, retired, and dependant members
· Delivered internally assessed presentations and case studies
· Received in-house investment and governance training
Were you given much responsibility during your placement / internship?
Yes, I was given the responsibilities of client work from the first day.
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?
- Helped in my confidence to prepare and deliver presentations
- Gained insights into the day-to-day work of actuarial, investment and employer consultants
- Understand the different areas within pensions and how this relates to investment
- Developed written communication skills through emailing clients and asset managers
- Developed Microsoft office skills such as PowerPoint and Excel
- Gained insights into the day-to-day work of actuarial, investment and employer consultants
- Understand the different areas within pensions and how this relates to investment
- Developed written communication skills through emailing clients and asset managers
- Developed Microsoft office skills such as PowerPoint and Excel
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?
I had lots of support which included a mentor for both the actuarial and investment teams. This was on top of the active help that was given by anyone in the office including partners. I also received great feedback at multiple points throughout the 8 weeks which guided me to making the correct decisions.
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?
I cannot commend the culture enough at Barnett Waddingham. It is a laid back place to work even with the high standards of work they do. Everyone in the office is friendly and happy to help. They also have lots of social activities local and firm wide.
How would you rate the inclusiveness of the culture?
5/5
How would you rate the social opportunities?
5/5
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 thoroughly enjoyed the internship and would do it again in a heartbeat.
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 Barnett Waddingham LLP
5/5
Recommendations & Advice
Would you recommend Barnett Waddingham LLP to a friend?
Yes
What advice would you give to others applying to Barnett Waddingham LLP
- Take time in your application as the entry standards are high
- If you get to the assessment centre, the other candidates will also be very keen and well versed. Don't let this intimidate you, just be yourself and take an interest in the people assessing you as this is one of the most important factors at this stage
- If you get to the assessment centre, the other candidates will also be very keen and well versed. Don't let this intimidate you, just be yourself and take an interest in the people assessing you as this is one of the most important factors at this stage
