Portfolio Fund Manager

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 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.

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.

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 co-manage Portfolio Funds and model portfolios, contribute to investment strategy, undertake proprietary research, 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.

Investment Management

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

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

• 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…