What attracted you to a career in investment management?
I have always had an interest in business and finance, which was developed through studying business studies at A level and as a degree at the University of Liverpool. I excelled in statistical and financial modules which confirmed my desire for a career where I could use my analytical skills.
I joined Rathbone Investment Management straight from university and was drawn to the company because of its long established, highly reputable status.
What does your role involve?
I started my role as an Operations Analyst, and have since been promoted to Assistant Manager of the department. As a department our role covers many fundamental aspects of the investment management process, including performance measurement, risk control, stock sector allocation and technical solutions. These functions offer support systems for investment managers and help to maximise the quality of service Rathbones provides.
Our main responsibility is to provide support to the business in any aspect of performance. This encompasses ensuring accuracy of the systems used, together with regular structured reporting and the analysis of results to an executive level. It is crucial that the information Rathbones provides to clients is precise and a genuine reflection of portfolio performance. Integrity and accuracy are essential to a strong and long lasting client relationship.
All financial investments come with some risk and it is our responsibility to work with investment managers to ensure that the securities invested within a portfolio are in line with the client’s objectives, and the investment strategy they wish to adopt.
Providing technical solutions comprises both regular structured reporting and ad hoc reporting based on extracts of information from bespoke software packages.
As Assistant Manager I provide guidance and direction to my team and colleagues using influence, co-operation and technical skills in order to ensure that strategic organisational goals are achieved. I am very lucky to have such a motivated and professional team to work alongside, which makes my job all the more enjoyable.
What do you enjoy most about your job?
The broad variety of functions within my role allows constant learning, broadening of my industry knowledge and gives me exposure to the company as a whole. I enjoy working in a fast paced, ever changing working environment and seek new challenges in order to learn and progress. It is rewarding to know that my role adds value and contributes to continuously improving operational and investment management processes.
As my role develops with the growth of Rathbones and the financial industry as a whole, my responsibilities and duties are constantly expanding. I really enjoy the diversity of my work, and I am always being pushed to learn new things. Rathbones has been extremely supportive with regards to my career development and is very enthusiastic about progression and learning. I feel very lucky to be a part of a company which values ambition and helps in any way it can.
What do you want to achieve in the future?
In the short term I wish to continue to develop in my current position while studying further to increase my knowledge base. As my job is so diverse there are many aspects I have yet to perfect and I do hope to become an expert within my field. I have completed the Chartered Institute for Securities & Investment’s Investment Operations Certificate (IOC), formerly known as the Investment Administration Qualification (IAQ), and have recently started studying for the CISI Masters in Wealth Management. I believe this will broaden my long-term career options whether it is within operations or within a more client facing investment management position.
What advice would you give to someone seeking a career in the investment management industry?
Gain as much work experience as possible. Internships, for example, are priceless and are a good way of deciding what role and direction is right for you. It is also an excellent opportunity to network and build relationships with industry experts. Any work experience within investment management also helps to enhance your interpersonal and communications skill set, which are essential in any client focused profession.
Finally, always show your enthusiasm and desire to learn and progress. Hard work will never go unnoticed. Even doing something as simple as reading a few articles of the Financial Times a week shows your interest in the industry and your desire to broaden your industry knowledge. I believe if you are good at what you do, work hard and build good relations along the way, there is no reason not to succeed in all your goals.