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 we expect from companies in which 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. It’s what makes us different and it’s the driving force behind our success.
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
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.
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
