Internship Review at Fidelity Worldwide Investment

The Role

Role Description

My role was within the wholesale marketing department which focuses on promoting Fidelity investments to wealth managers, insurance companies, banks and retail advisers.

They gave me a wide variety of tasks to carry out during my internship. Some were routine business tasks such as updating fund materials available to clients and making sure that the websites were up to date.

In addition to these I was set a number of projects. One project involved me working with a sales associate to design a system so that customers could be segmented by different criteria (e.g. profitability, market share etc) so that their value could be measured. This was to allow them to target the most valuable clients. This project involved meeting a a lot of senior managers and I had a lot of personal responsibility for it.

I also worked on analysing the composition of a fund to see whether there was any way to prevent/slow down the rate of redemptions.

They gave me responsibility for organising the marketing stands for an investment forum. This involved working with a creative design agency to come up with designs and themes. Additionally I had to liaise with different teams internally to obtain a lot of the stands' content including planning the use of new technology such as company iPads for the event.

Finally I was made to build from scratch a director's presentation on emerging markets which was being given at a 2 hour masterclass for clients. I was given a general brief for the presentation and so had the freedom to choose the content and direction of the presentation using all the internal investment information at Fidelity. Afterwards I had to meet the director to explain/justify the content and direction of the presentation and tweak it to his taste.

1. To what extent did you enjoy your work placement or internship?

★★★★★★★★☆☆

Rated 8/10

2. To what extent did you feel valued by your colleagues?

★★★★★★★★★☆

Rated 9/10

My colleagues were very friendly and helpful.

3. To what extent were you given support and guidance by management/your supervisor(s)?

★★★★★★★★★☆

Rated 9/10

4. How busy were you on a daily basis?

★★★★★★★★★☆

Rated 9/10

They always kept me busy. If I did have some free time I would tell them and they would find work that I could help out on.

5. How much responsibility were you given during your placement?

★★★★★★★★★☆

Rated 9/10

A lot of my tasks were my own responsibility and unless I needed help I was allowed to get on with them.

6. To what extent did/will the skills you developed, and training you received, assist you in your degree studies and beyond?

★★★★★★★★☆☆

Rated 8/10

I learnt a lot about the investment management industry and the opportunities available.
In addition marketing required knowledge about the products, customers and competitors and required good business sense as well so I learnt a lot of general business skills as well.

The Organisation

7. What was the general atmosphere in your office?

★★★★★★★☆☆☆

Rated 7/10

8. How well organised was the overall work placement or internship set up?

★★★★★★★★☆☆

Rated 8/10

9. In terms of personal training and development, to what extent did the company or firm invest in you?

★★★★★★★☆☆☆

Rated 7/10

10. What were the perks on your work placement?

★★★★★★☆☆☆☆

Rated 6/10

• Subsidised Canteen

11. How appealing are future employment prospects within the organisation?

★★★★★★★★☆☆

Rated 8/10

Other Information

12. Was there a good social scene amongst any fellow placement students/colleagues?

★★★★★★☆☆☆☆

Rated 6/10

They do not have many interns although the employees on the graduate programme were very friendly.

13. What was the cost of living and socialising in the area you worked in?

★★★★★☆☆☆☆☆

Rated 5/10

14. What was the Nightlife like in the area you worked?

★★★★★★☆☆☆☆

Rated 6/10

15. Were there many opportunities to get involved in activities outside of work?

★★★★☆☆☆☆☆☆

Rated 4/10

Review 1/5 for Fidelity Worldwide Investment

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