Assistant Manager, Fiduciary Investment Review

Contact Email: hello@source.gg
Contact Telephone: 01481 701616
Job Reference: SOURCE-18657
Job Location: Guernsey

An exciting opportunity has arisen for an Assistant Manager in Fiduciary Investment Review, where you’ll play a key role in overseeing the performance and risk of client investment portfolios across multiple jurisdictions.
In this position, you’ll support the delivery of thorough portfolio reviews, ensuring compliance with policy and regulation, and benchmark portfolios against market standards. You’ll collaborate with colleagues and external providers, including investment managers, to assess performance, strengthen data quality, and drive meaningful insights.

The ideal candidate will bring strong analytical skills, excellent Excel knowledge, and confidence in presenting complex information clearly. If you have a genuine interest in investment markets and the ability to balance accuracy with pace across multiple projects, this role offers an excellent platform to develop and make an impact.

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