Careers in Investment Management Insight Conference 2017

The CISI’s Careers in Investment Management Insight Conference 2017 was held recently at BNY Mellon in Piccadilly Gardens, Manchester


Clockwise from left: Speed networking; Top Trader - David Ovington and Marc Gains from BNY Mellon exchange cash for certificates; Top Trader
Students from eight schools recently attended the CISI’s Careers in Investment Management Insight Conference, spending the day immersed in a range of activities and talks designed to provide an overview of careers in investment management.

The schools in attendance were: The Manchester Grammar School; Xaverian College; Bolton St Catherine’s Academy; Grange School; Parrs Wood High School; Cardinal Langley Roman Catholic High School; Priestley College; Cheadle & Marple College.

Manchester firms involved were: BNY Mellon, Castlefield Investment Partnership, Barclays Wealth and Handelsbanken, with representatives from BPP, Kaplan and The Skills Company also attending to speak with students about apprenticeship opportunities.

Students were welcomed by BNY Mellon’s chief administration officer Elizabeth Potier; and the president of the CISI Manchester & District Committee and Head of Research at Castlefield Investment Partnership, David Gorman, Chartered MCSI.

David said: “It was fantastic to build on last year’s conference with more students from more schools and colleges this year. I really enjoyed meeting all of the participants and I hope they had a productive day. Thanks are due to the team at BNY Mellon for the major part they played in a very successful day.”         

The students heard about different careers in the sector, carried out a team building icebreaker activity (involving bamboo sticks, elastic bands and ping pong balls!) speed-networked with senior practitioners, trainees and apprentices and apprenticeship training providers, developed their investment strategies by taking part in BNY Mellon’s ‘Top Trader’ investment activity and received top tips about applying for jobs from BNY Mellon’s recruitment staff.

Feedback from the students was good. One, from Manchester Grammar School, said: “The conference made me consider apprenticeships, something which I had never thought about. It gave me an insight into what you can do after college/sixth form other than university.” Another, from Cardinal Langley Roman Catholic High School, praised its “excellent delivery from start to finish”.

The next CISI education activities will be a work experience week in London, Cardiff and Liverpool during the week commencing 10 July.

Inspiring futures and developing the next generation of finance professionals
The CISI partners with schools, colleges and universities to offer qualifications and career education for young people to learn about the financial services industry and gain an understanding of the diverse job roles and employment opportunities available within the industry. If you or your firm can support our work with education both within London and in other regions nationally, please contact


Published: 04 Apr 2017
  • Wealth Management
  • Insight
  • CISI Education development

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