Investment Manager
WHO ARE WE?
We're Castlefield, an investment management and financial planning business at the forefront of sustainable and ethical investing.
We exist to help clients and colleagues to achieve their personal goals, whilst promoting and supporting the welfare of the widest community of stakeholders.
We call ourselves The Thoughtful Investor® because we try and hold ourselves to the same high standards that we require from companies we invest in for our clients. We offer values\-based investing from the perspective of being a values\-based organisation ourselves.
Shared ownership, and the fact that our team can share in our business and profits, lies at the heart of our group, along with our focus on responsible and sustainable investment advice. Its what makes us different and its the driving force behind our success.THE ROLE
We are looking for an experienced Investment Manager to play a key role in shaping and delivering our values\-led investment proposition.
This is an opportunity to play a key role within a highly regarded investment team, contributing directly to the management of Castlefields multi\-asset Portfolio Funds and model portfolios.
Working closely with the Head of Investment Management and wider team, you will undertake proprietary investment research, contribute to portfolio construction and asset allocation decisions, engage with 3rd party and in\-house fund managers and company management teams and help develop our approach as The Thoughtful Investor®.
This role offers significant exposure across investment management, research, stewardship, client engagement and business development activity.
Team: Investment Management
Reports to:Chief Investment Officer
Location: Manchester. Candidates must be within commutable distance of the office. Hybrid working available.
Hours: Full time (36\.25 pw) will consider part time
Planned start date: as soon as possible
Salary: up to £65,000 depending on experience
Some of the responsibilities are listed below:
- + play a substantial role in the co\-management of our multi\-asset collective Portfolio Funds and range of model portfolios
+ undertake and lead proprietary research into collective funds, individual securities and other asset classes
+ contribute to asset allocation and portfolio construction decisions
+ help shape and develop Castlefields valued led investment proposition
+ generate investment ideas and contribute to stewardship and investment engagement activities
+ present to colleagues and external investors on the Portfolio Funds and range of model portfolios
What success looks like
Over the first 1224 months, the successful candidate will:
- + establish themselves as a trusted contributor to portfolio construction and investment decision\-making
+ make a significant contribution to the ongoing development of Castlefield's values\-led investment proposition
+ support the delivery of strong risk\-adjusted returns across funds and portfolios
+ enhance Castlefield's stewardship, engagement and voting activities
+ become a confident ambassador for Castlefield when engaging with clients, intermediaries and industry peers
DO YOU HAVE WHAT IT TAKES TO JOIN US?
- + Youll have a Level 4 qualification (ideally IMC) and be part way through your CFA
+ Youll be comfortable analysing investment opportunities across different asset classes
+ Youll demonstrate excellent attention to detail and analytical skills
+ Youll communicate complex investment concepts clearly to a wide range of audiences
+ Youll be committed to applying The Thoughtful Investor® approach, recognising that investment decisions should reflect both financial considerations and the broader impact of capital allocation
WHY JOIN US?
We offer a great work environment along with other benefits:* + structured learning and development through the Castlefield Academy Programme, alongside financial support towards professional qualifications
+ transparent and consistent approach to career development through which youll be able to develop your technical knowledge and interpersonal skills
+ the opportunity to become a co\-owner in an employee\-owned business, with a genuine voice in shaping our future and sharing in our collective succes
+ a collaborative culture where employee involvement, accountability and long\-term thinking are valued
+ a contributory pension scheme
+ up to 30 days' annual leave
+ hybrid working, combining office and home\-based working
+ an NHS top\-up cash plan that helps with the cost of everyday healthcare expenses
You are expected to follow the FCA Conduct Rules:
You must act with integrity
You must act with due skill, care and diligence.
You must be open and co\-operative with the FCA/PRA/other regulators
You must pay due regard to the interests of customers and treat them fairly
You must observe proper standards of market conductCastlefield strives to be an inclusive business and we welcome applications from candidates who share our values and our commitment to diversity and inclusion.
This listing is from indeed. View original listing ↗