Trainee Research Analyst

Trainee Research Analyst

Anna’s degree in Accounting and Finance at Bournemouth University involved a voluntary placement year which she spent at Casterbridge Wealth, starting in July 2019 as a Research Intern. Her job changed to in July 2020 to Trainee Research Analyst as she continued to work part time for Casterbridge wealth during her final year of University.

After she graduates Anna will be joining the team full time and in addition to her degree is currently working towards the CISI’s Investment Operations Certificate (IOC.)

As part of her role Anna supports the research team on a day-to-day basis and works with the wider investment team, but her primary focus is on ESG (Environmental, social and Governance) analysis, constantly learning new skills due to the evolving nature of ESG investing and its increasing importance.

Outside of work Anna enjoys running to keep fit and going for walks with her dogs. She also enjoys spending time with her family and friends.

Phone Number:

01722 466 110