caitlin barner

Internship Spotlight – Caitlin Barner, Vanguard

Eller PDC Coordinator Student Stories

Caitlin is a double major in MIS and Marketing graduating in May 2018. This summer, she interned with Vanguard in Scottsdale, AZ as their College to Corporate intern. For this internship, housing was not provided but a relocation stipend was.

How did you land this internship? I was originally interested in Vanguard after being exposed to them through the ELITE program my freshman year. After networking on the occasion with a few contacts I knew, I wanted to pursue it further by getting to know Vanguard at the career fair in the fall. After speaking with one of the recruiters about my resume and experiences, she told me to apply for the College to Corporate intern program. After that, I was offered a phone interview and super-day at the Scottsdale office. My final interview was a fun process where I got to learn a lot more about the company and those that worked there. After that, I was offered the internship about a week after, and committed shortly after that!

What was your favorite part of the experience? My favorite part of my internship experience is the people I worked with. Each and every person was willing to make time in their schedule to teach me something new and help me learn more about their daily role within the company. They were so excited to learn more about me and play a part in my successes as an intern. Another things that I absolutely loved was volunteer time off, where my intern group and our supervisors took a few days out of the entire summer to volunteer with different non-profits in Phoenix.

If you worked on a big project, please describe it below: During the internship, I worked on 2 projects. The first was my individual one, where I worked to help restructure the Quality Assurance operations department. I was able to create and implement a communication plan for the crew to begin the structural changes, as well as provide them with developmental training tools to grow into the newer roles we had created.

My second project was a group assignment, where 5 of the interns helped examine and restructure a mentorship program for the relationship managers that works directly with our clients. We were able to conduct in-depth interviews with program alumni and directors, create a survey distributed to current relationship managers, and evaluate the throughput of candidates going through the program and becoming successful RM’s.

What advice do you have for other students looking for a similar internship? For me, coming into this internship, I didn’t have much experience with the world of investing and retirement planning. My advice would be to keep an open mind about the things you will learn in any internship, and don’t be afraid to ask for time with the aspects of the firm that interest you most. For me, I was really interested in the intraday forecasting of our processing groups, and got to spend a couple hours a week learning the in-depth analysis that goes on to keep our department in alignment with our monthly and yearly goals.