Investment Director – Natalie

Describe your job in a couple of sentences:

I look after the long-term savings of individuals by investing their savings in the stock market.

When did you know what you wanted to do?

I remember accompanying my grandmother to an appointment with her private bankers and deciding that I wouldn’t mind doing that job!

Did you go to university, go straight into the workforce or do an apprenticeship?

I went straight from A-Levels into work

What was your first job?

As a trainee at Lloyds Bank, Regent Street

Have you done other jobs in your life – if so what were they.

Just Saturday jobs in a clothes shop, a filing clerk for some friends of my parents and working in my parents betting shop.

Did they influence what you do now?

Only so much as I knew what I didn’t want to do. I could have gone into the family business but felt that the cool, calm environment of a financial institution was preferable to a smoky (in those days) betting shop. I also knew that I didn’t want to be self-employed or have my own business as I grew up with the stresses and strains that came with that.

How did you find out about your job (how it existed)?

From the personal experience of visiting a private banker with my grandmother and then as I progressed at Lloyds and the small private bank I joined later.

How did you get the job you wanted- steps and process?

I knew that I would have to get qualifications. Whilst at Lloyds I did my banking exams then when I knew I wanted to specialise in investment management I did the exams associated with that. I saw what others were doing and knew I could do the job as well as if not better than them. I just needed to convince others that I was able. Obtaining the qualifications was an important step in that process.

What qualities do you need to have to be successful in your field?

An interest in finances, an interest in other people and their financial position and a willingness to really help.

Give 3 tips for someone hoping to follow in your footsteps:

Identify the area you want to work in, try to position yourself as close to that area as possible. Even if it seems far away, with hard work and determination you can progress. Always deliver excellent work no matter what job and try to impress the right people. Let those above you know of your ambition. Get the necessary qualifications and make it very hard for the job not to be yours

Who inspires you?

My mother inspired me, she really was quite brilliant. She sadly fell ill in her late 40’s and was unable to work again but remained an inspiration in her determination to get well and overcome her resulting disabilities.