We are seeking a curious and analytical individual to join the global Client Reporting team. The team plays a central role in delivering accurate, thoughtful and timely information to clients, consultants and colleagues across Orbis, while improving the systems and processes that support our global client servicing efforts. This is a permanent role based in our Vancouver office.

What will your responsibilities be?

You will be exposed to a wide range of responsibilities in support of our client efforts. This includes developing an in-depth understanding of the client landscape, proprietary tools and resources, and our investment portfolios to deliver excellent service to our clients. Your starting responsibilities will include a subset of the below, tailored to your skills, interests, abilities, and our clients’ needs. Core responsibilities include:

• Analyse, review, and maintain client reporting materials that include performance, risk measures, portfolio exposures, and fee information, ensuring accuracy, consistency, and timeliness.
• Own reporting calculations and methodologies; document data sources, processes and controls; and investigate discrepancies to provide clear, reproducible solutions.
• Analyse large and complex datasets using internal systems and data tools to respond to client and internal requests accurately and efficiently.
• Contribute to, and progressively take ownership of, cross-regional projects focused on refining our client reporting and information distribution structure and processes to meet client needs.
• Partner with technology and operations teams to design, test, and implement improvements to reporting workflows, controls, and automation.
• Prepare and maintain key client materials such as presentation slides, due diligence questionnaires, and investment-related materials as well as supporting RFP, RFI, and DDQ submissions in partnership with relevant subject-matter experts.
• Build effective working relationships across Orbis, including with investment, client, operations, legal, compliance, and technology teams to deliver thoughtful service to clients.

About you

You should have the following attributes:

• A client-centric attitude with outstanding personal ethics, judgement, and a willingness to collaborate with others in cross-regional teams.
• Strong analytical skills and attention to detail, with the ability to investigate complex matters and distil them into clear, practical conclusions.
• Excellent written and oral communication skills, with the judgement to communicate complex information clearly and tailor the level of detail and context to different audiences.
• A self-starter who takes initiative, thinks independently and critically, and is comfortable respectfully challenging assumptions when something does not appear right.
• Learning agility – a focus on continuous improvement with a growth mindset and willingness to learn.
• Demonstrated comfort working with data and systems, together with an interest in continuing to develop technical proficiency across a range of internal and external tools.
• Strong organisation, prioritisation and follow-through, with the ability to manage recurring deadlines and unplanned requests in a global environment.
• Intellectual curiosity and an intrinsic desire to understand the “why” behind our work, not simply how to complete a task, with the initiative to investigate details independently, connect information, and develop a well-reasoned understanding.

Your qualifications & experience

• Undergraduate degree with a strong record of academic achievement and continuous improvement.
• 3-6 years of professional experience, which may include client reporting, investment operations, performance measurement, data analysis, consulting, audit, or another relevant area of financial services with a track record of success.
• A CFA, CPA, CIPM or comparable professional designation, or progress toward one, would be an asset but is not required.

What We Offer

The annual base salary for this position will be between $90,000 and $120,000 per year excluding benefits. The total compensation package also includes a discretionary bonus.

Instructions for application

To complete your application, please submit your resume and transcripts (all post-secondary; unofficial are accepted).