Lead fund Work, Jobs in Cheadle, Eng (with Salaries)

Portfolio Fund Manager
Castlefield —Manchester
- Up to £65,000 a year
- Part-time
- Hybrid work
- Analysis skills
- Construction experience
- In-person
- Health & wellbeing programme
- Annual leave
Quick apply
9d
Assistant General Manager-Experience & Innovation
Metropolitan Council —Heywood
- £165,339.20 - £330,678.40 a year
- Full-time
- Management
- Master's degree
- Administrative experience
- Employee assistance programme
- Life insurance
Lead Fund Accountant
CBRE —Manchester
- Full-time
- Accounting
- Communication skills
7d
Healthcare Project Manager
Manchester Foundation Trust Charity —Manchester
- From £6,000 a month
- Full-time
- Organisational skills
- In-person
- Leadership
- Health & wellbeing programme
- Relocation assistance
Quick apply
8d
RISE Adviser - North West - Secondary adviser
Department for Education —Manchester
- £600 a day
- Part-time
- English
- Maths
- Presentation skills
5d
Regional Network Lead | North of England
Active Communities Network —Manchester
- £30,000 - £35,000 a year
- Full-time
- Supervising experience
- Project management
- In-person
Quick apply
Investment Operations Manager
M&G plc —Manchester
- From £6,300 a month
- Full-time
- Bachelor's degree
- Financial services
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
7d
Head of Property Management
Bruntwood —Manchester
- £70,000 - £80,000 a year
- Full-time
- Travel
- Annual leave
OCW Field Officer
Human Appeal —Cheadle
- Full-time
- Computer literacy
- English
- Microsoft Office
- Employee discount
Quick apply
12d
Bid Manager
razorblue Careers —Salford
- £40,000 - £45,000 a year
- Hybrid work
- English
- Microsoft Office
- Driving
- Life insurance
Quick apply
OCW Field Coordinators
Human Appeal —Cheadle
- Full-time
- Computer literacy
- English
- Microsoft Office
- Employee discount
Quick apply
12d
Senior Health and Wellbeing Manager
Foundation 92 —Salford
- £32,000 - £38,000 a year
- Weekend availability
- Project management
- Contracts
- In-person
Quick apply
12d
Fundraising Manager
Manchester Foundation Trust Charity —Manchester
- From £4,900 a month
- Full-time
- Hospital
- Organisational skills
- In-person
- Health & wellbeing programme
- Relocation assistance
Quick apply
7d
Donor Care Advisor (ME Department)
Human Appeal —Cheadle
- £12.71 an hour
- Temporary
- No experience needed
- English
- Microsoft Office
Quick apply
13d
Manager, Value Creation Services, M&A
Deloitte —Manchester
- Hybrid work
- Microsoft Excel
- Analysis skills
- Project management
Investment Manager
Castlefield —Manchester
- Up to £65,000 a year
- Part-time
- Hybrid work
- Analysis skills
- Construction experience
- In-person
- Health & wellbeing programme
- Annual leave
Quick apply
14d
Lead Service Designer
interactive investor —Manchester
- From £51,500 a year
- Full-time
- Hybrid work
- Customer service
- Analysis skills
- Financial services
- Annual leave
- Employee discount
Quick apply
1d
Senior Category Manager - FTC
Sopra Steria —Salford
- Up to £65,000 a year
- Mentoring
- Contracts
- AI
- Annual leave
Paraplanner/Trainee IFA (hybrid)
Slater Financial Ltd —Buxton
- £38,000 - £42,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Quick apply
14h
CRM Manager
Hakim Group —Darwen
- £35,000 - £55,000 a year
- Full-time
- Leadership

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Portfolio Fund Manager

Castlefield
Manchester

Quick apply

Job details

Permanent | Part-time | Full-time
Up to £65,000 a year
9 days ago

Benefits

Health & wellbeing programme
Free flu jabs
Annual leave
Flexitime
Company pension
Work from home

Qualifications

Analysis skills
Construction experience

Full job description

WHO ARE WE?

Castlefield is an award-winning, employee-owned investment management and financial planning group based in Manchester. As a genuine specialist, ethical considerations have always been core to Castlefield’s ethos and client proposition. Since 2002, we have helped individuals, families and not-for-profit organisations make informed values-led financial decisions that reflect both their long-term objectives and personal priorities.

What sets us apart is that we help clients to define what ethical investing means to them, and then translate those values into real world financial outcomes.

Our proprietary Thoughtful Investor® approach blends rigorous financial analysis with non‑financial sustainability factors (which are benchmarked, and independently verified), to help clients express their investment preferences and align with their values.

Employee ownership gives us a long-term perspective, aligning our success with that of our clients, colleagues and wider stakeholders, while maintaining the personal service that has helped define Castlefield for more than two decades.

THE ROLE

Job summary:

We are looking for an experienced investment professional 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 Castlefield’s 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: Head of Investment Management

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
assist with the management and implementation of our aligned individual clients’ 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 Castlefield’s 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 12–24 months, the successful candidate will:

establish themselves as a trusted contributor to portfolio construction and investment decision-making
take ownership of research across key areas of the investment universe
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

Before you apply

Please note:

this role is based in Manchester and candidates must be within commutable distance of our office
a cover letter is required and applications submitted without a cover letter will not be considered
we do not use AI to screen applications. Every application is reviewed by a member of our team, so candidates are encouraged to take the time to explain why they would be a good fit for the role and for Castlefield's culture and values by attaching cover letter

DO YOU HAVE WHAT IT TAKES TO JOIN US?

You’ll have a Level 4 qualification (ideally IMC) and be part way through your CFA
You’ll have experience in portfolio management and have strong understanding of multi - asset portfolio construction and management
You’ll be comfortable analysing investment opportunities across different asset classes
You’ll demonstrate excellent attention to detail and analytical skills
You’ll communicate complex investment concepts clearly to a wide range of audiences
You’ll 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
A transparent and consistent approach to career development through which you’ll 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 success
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 and other regulators
you must pay due regard to the interests of customers and treat them fairly
you must observe proper standards of market conduct

Castlefield strives to be an inclusive business and we welcome applications from candidates who share our values and our commitment to diversity and inclusion.

Right to work

Successful applicants will be required to demonstrate their right to work in the UK before employment commences. Unfortunately, Castlefield is unable to provide visa sponsorship for this role at this time

Pay: Up to £65,000.00 per year

Benefits:

Company pension
Flexitime
Free flu jabs
Health & wellbeing programme
Work from home

Ability to commute/relocate:

Manchester M1 1FN: reliably commute or plan to relocate before starting work (preferred)

Work Location: In person

Quick apply

Refine Your Search

lead fund jobs in cheadle, eng

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Assistant General Manager-Experience & Innovation

Lead Fund Accountant

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RISE Adviser - North West - Secondary adviser

Regional Network Lead | North of England

Investment Operations Manager

Head of Property Management

OCW Field Officer

Bid Manager

OCW Field Coordinators

Senior Health and Wellbeing Manager

Fundraising Manager

Donor Care Advisor (ME Department)

Manager, Value Creation Services, M&A

Investment Manager

Lead Service Designer

Senior Category Manager - FTC

Paraplanner/Trainee IFA (hybrid)

CRM Manager

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