Investment manager Work, Jobs in Handforth, Chs (with Salaries)

Investment Manager
Castlefield —Manchester
- Up to £65,000 a year
- Part-time
- Hybrid work
- Analysis skills
- Annual leave
Financial Planning & Analysis Senior Manager / FP&A Senior Manager
OnBuy —Manchester
- £80,000 - £90,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
11d
Director of Business Development
Manchester United —Manchester
- Business development
- Budgeting
- Communication skills
- Annual leave
- Employee discount
7d
Business Growth & Investment Director
The University of Manchester —Manchester
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
Vice President, Client Operations Manager
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Organisational skills
- Communication skills
Finance Manager
Salford Council —Swinton
- £54,495 - £56,288 a year
- Hybrid work
- Continuous improvement
- Leadership
- Communication skills
- Annual leave
2d
Client Growth Director – Water
APEM —Stockport
- Remote
- Business development
- Leadership
5d
Chief Finance Officer
The University of Manchester —Manchester
Assistant Director, Equity Capital Markets, Finance, and Transaction Management Office (EFT), M&A
Deloitte —Manchester
- Hybrid work
- Microsoft Powerpoint
- Analysis skills
- Presentation skills
11d
Director, Customs and Foreign Trade
Ryan, LLC —Manchester
- Full-time
- Business development
- Leadership
- Communication skills
- Gym membership
Director of Finance (S.151)
Trafford Council —Trafford
- £110,000 - £125,000 a year
Investment Manager
Praetura Group —Manchester
- From £6,700 a month
- Full-time
- Financial services
- In-person
- Health & wellbeing programme
- Relocation assistance
Quick apply
Investment Manager
Twin Bull Group Ltd —Manchester
- £30,000 - £96,000 a year
- Full-time
- Business development
- Analysis skills
- Organisational skills
- Health & wellbeing programme
Quick apply
13d
Property Portfolio Manager
Broad Oak Properties —Cheadle
- Full-time
- Communication skills
- Negotiation
- Free parking
Quick apply
Business Development Manager (Direct Sales)
Let Property —Manchester
- £45,000 - £75,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
Quick apply
Portfolio Manager
Equilibrium Financial Planning —Wilmslow
- Up to £60,000 a year
- Management
- Analysis skills
- IT
- Annual leave
- Work from home
4d
Portfolio Controls-PMO Manager
Bespak —Holmes Chapel
- Free parking
- Life insurance
Quick apply
Asset Account Manager (Wealth Managment)
Let Property —Manchester
- £30,000 - £50,000 a year
- Full-time
- Sales
- Administrative experience
- Organisational skills
Quick apply
13d
Client Relationship Manager
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
Manager, Global Transaction Advisory Group
Alvarez & Marsal —Manchester
- Spanish
- English
11d

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Investment Manager

Castlefield
Manchester

Apply Now

Job details

Part-time | Full-time
Up to £65,000 a year

Benefits

Annual leave
Company pension

Qualifications

Analysis skills
Construction management

Full job description

WHO ARE WE?

We are an award-winning, employee-owned investment management and financial planning firm based in Manchester. As a genuine specialist, ethical considerations have always been core to Castlefields 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.

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.

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

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
- 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 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
- 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?

- Youll have a Level 4 qualification (ideally IMC) and be part way through your CFA
- Youll have experience in portfolio management and have strong understanding of multi- asset portfolio construction and management
- 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 conduct

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

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

Apply Now

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