Job Description
We are seeking a curious, objective, and analytical individual to join the global Client Insights & Analytics team within Orbis' Client Group. You will be joining a high performing and dynamic international team that focuses on developing and supporting our global client distribution and servicing efforts.
About the Client Insights & Analytics Team The Client Insights & Analytics team, based in Canada and the United Kingdom, is responsible for analyzing data and reporting insights on our investment portfolios, performance, and holdings to our global client base. The team focuses on three streams of work: Investment Content, Client Content, and Client Relations. Individuals joining the Client Insights & Analytics team can get involved in more than one stream.
Why Orbis?- Culture. We are committed to our Core Values. We encourage intellectual curiosity and individualism as well as collaboration across different areas of the business. We seek to hear our people's voices - whether quiet or loud. Sharing ideas and challenging the status quo are commonplace.
- Autonomy. While guidance and support are provided, team members own their work and projects.
- Growth opportunities. We support our people in continuous learning and development.
- Agile environment. We are committed to providing a work environment that balances the needs of our clients; the needs of our teams; and the personal needs, commitments, and interests of our people.
- Philanthropy. Our people can contribute to society in a unique and personal way, through various philanthropy opportunities and programs.
What will your responsibilities be? You will be exposed to a wide range of responsibilities in support of our client efforts. You will be expected to develop an in-depth understanding of the client landscape, Orbis' 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, and our clients' needs. Core responsibilities include:
Client content:
- Analyze, review, and maintain client reporting materials that include performance, risk measures, portfolio exposures, and fee information.
- Leverage technical and data expertise to support client data requests and maintain ownership of calculation methodologies.
- Manage global projects focused on refining our content to meet client needs and streamlining business processes alongside our technology team.
Client relations:
- Assist Client Managers in responding to firm, product, and investment-related client queries and questionnaires.
- Develop effective relationships with adjacent teams who play a critical role in servicing our clients.
- Develop and maintain standard information documents such as introductory guides for prospective investors.
Investment content:
- Develop and maintain external presentation materials on Orbis' portfolios, performance, and holdings, working alongside Investment Analysts and Investment Specialists.
- Perform analysis with internal and external data sources to help convey key messaging to clients.
- Own internal communication materials related to the Orbis strategies.
About You You should have the following attributes:
- A client-centric attitude with outstanding personal ethics, judgment, and a willingness to collaborate with others.
- Analytical skills and detail-orientation with the ability to break down complex matters into sharp insight.
- Learning agility - a focus on continuous improvement with a growth mindset and willingness to learn.
- Excited about working in a hybrid environment with time spent in our Burnaby, BC office.
- Excellent written and verbal communication.
- Interest in developing proficiency in a wide range of internal and external systems and data tools.
Your qualifications and experience - Undergraduate degree with a proven track record of academic achievement and continuous improvement.
- 2-5 years of professional experience (not limited to the financial services industry) with a track record of success.
- A willingness to work towards a professional designation (CFA, CPA or equivalent qualifications), or in possession of one.
What We Offer The annual base salary for this position will be between $65,000 and $75,000 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
post-secondary transcripts (unofficial transcripts are accepted).
Job Tags
Full time,