Insight Investment A day in the life...

After joining the firm in 2013, today Jessica Shuman is a Solution Specialist in the Client Solutions Group at Insight Investment. We caught up with her to find out about the recruitment process, her role and any advice she has for anyone wanting to follow in her footsteps by joining the firm on their 2019 Graduate Programme.

A typical day

My day typically begins by touching base with other areas of the business to update them of key developments in my department. I find out what they’re working on and what the main priorities are so that my team can support them. My focus is split between pooled funds (funds that contain assets from a group of investors) and segregated mandates which are bespoke to the client.

My responsibilities are broad and include helping to model solutions for our existing clients, meeting with clients, answering their queries and preparing pitch packs in order to help win new business. I also support the team with developing new business ideas and strategies for our clients.

What stood out about the recruitment process?

At the assessment centre, I was surprised by the number of people from Insight there. At other companies, you might find ten people huddled around one representative from the business. This representative’s area of expertise may not even necessarily be relevant or aligned to the candidate’s interests. At Insight, they are keen to learn as much as possible about each candidate.

There are many people involved directly and indirectly in the recruitment process, but they all share a common interest in trying to find the right people to drive the company forward and contribute to its success. I was also surprised by just how down to earth everybody was, including the senior managers. Everyone is extremely approachable and not intimidating at all, despite being high achievers and accomplished in their respective areas of expertise.

What is expected of you?

You will be expected to learn a lot in a short space of time and will need to show that you are able to put that knowledge into practice relatively early on - with that comes a lot of responsibility. While this might seem daunting, it can also be exciting. Demonstrating initiative and drive gets you noticed for all the right reasons. Insight is a place where you are encouraged to forge your own path. 

What advice would you offer?

Speak to as many people as possible in the industry and do your research. Use every opportunity given to you to learn about your chosen area - never be afraid to ask questions. If anything, it’s expected. So make the most of the opportunity.


Looking to build a career in investment management? Find out more about Insight Investment and why not check out their 2017 Graduate Programme.