Trainee/Junior Collectives Analyst

Executive Mandate Specification

Casterbridge Wealth is a fast-growing investment management firm that has seen rapid success in the 6 short years since opening its doors. This highly ambitious group are looking at opportunities to take the business to the next level of expansion and success. The team have been carefully assembled over time to ensure a strong team-based culture that is essential to the firm’s future success. Casterbridge Wealth take pride in delivering service excellence, placing the client at the heart of everything they do. Casterbridge Wealth are an equal opportunities employer.

We are looking for a recent graduate or junior professional who would be trained to become responsible for researching and maintaining the fund universe (approved buy list) for all products and services across Casterbridge. The right candidate will be a Casterbridge point of contact for the fund industry and lead meetings, attend events and provide support to other team members where appropriate.

See attached Job Description and Person Specification for further information.

Job Types: Full-time, Permanent

Salary: £24,000.00-£30,000.00 per year

Benefits:

• Additional leave
• Company events
• Company pension
• Life insurance
• Work from home

Schedule:

• Monday to Friday

Work Location: Hybrid remote in Salisbury, SP1 2AP

Application deadline: 17/02/2023
Reference ID: CWL/2023/01

Statutory Executive Benefits & Governance

• Executive Health, Vision & Dental Coverage with Global Provider Options
• Corporate Pension Auto-Enrolment / 401(k) Retirement Plan with Fiduciary Matching
• Annual Discretionary Performance Incentive & Long-Term Equity Participation
• Executive Leave Allotment, Statutory Holidays & Dedicated Health Care Reserves
• US Department of Labor & E-Verify Work Authorization Sponsorship