Sarah Thi
Age: 28
Research and Broking Manager
Responsibilities within Mattioli Woods
From outset I was responsible for client work and was supported in completing the Certificate in Financial Planning. After my initial training period I held a full portfolio of clients as an account manager and was actively involved in the investment research team and other special projects teams. I was key member of the Pension Simplification team reviewing the technical aspects of the post A-day legislation and interpreting the new rules to ensure the company had suitable systems in place.
In 2006 I was pleased to accept the position of Research and Broking Manager where I am able to spend my time focusing on investment research. I regularly update the consultancy team on the latest news in investment markets and present findings at the monthly Sales and Broking meeting.
University Attended : City University, London
Degree : Actuarial Science
Why they decided to join Mattioli Woods
Having studied actuarial science at City University I wanted the opportunity to use the knowledge gained on my course - economics, pensions and investments - in my career. I was also keen to contribute to a growing company where acquiring technical knowledge and professional qualifications are encouraged
What they enjoy about working at Mattioli Woods
Good culture and environment to work in. Potential for career progression.Plans for career path in the future
Develop technical role.Why they would encourage graduates to apply to Mattioli Woods
The company is very successful and still growing so graduates have a unique opportunity to be part of the development of the company. The potential for career progression provides a well motivated culture and dynamic environment to work in.