Investment Operations Associate – Client Services

We are seeking a highly motivated person to join the Client Services area of our Operations team, based in Greater Vancouver.

Our team is focused on providing distinctive, world-class servicing to our global client base of institutional and retail investors.

Our purpose is to leave a positive and lasting impression on our clients that compels them to remain invested with Orbis over the long term.

We are a team of highly engaged individuals who strive for excellence and are proud of our individual contributions, but support and collaborate with each other to achieve our goals.

If successful, you can look forward to a career that supports your growth and development as you take on responsibility.

You will be joining the team at an exciting time. Orbis has identified the US and Canada as a top priority and as we are expecting these businesses to grow, you will play an important role to its success.

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 programmes.

What will your responsibilities be?

• Proactively communicating with institutional and retail clients and other stakeholders (e.g., providing information about the Orbis Funds, participating in client onboarding processes including Know-Your-Client / Anti-Money Laundering, and updating the client database and activity records).
• Building relationships and working closely with other global client and operations teams and business units to effectively service our clients.
• Owning key responsibilities related to the transaction cycle of the Orbis Funds. This includes verifying client transactions and validating sensitive client information.
• Leading impactful projects and initiatives to develop pragmatic improvements and innovative solutions by working collaboratively with our dedicated technology team.

About you

• Excellent written and oral communication skills with the ability to articulate clearly and empathetically with clients.
• Strong analytical and investigative skills accompanied with the ability to think independently and critically to solve problems.
• Outstanding interpersonal skills enabling you to work well in a team environment and to build strong relationships with different stakeholders.
• High level of accuracy and attention to detail.
• A self-starter who sees challenges as opportunities and enjoys taking initiative to influence change.
• High standards of personal integrity and ability to maintain confidential information.
• Effective prioritization and time management skills when working on multiple deliverables.

Your qualifications & experience

• Undergraduate degree with a strong academic record
• 1-3 years of professional experience with a proven track record of success and progression (this can include internships, co-op work placements)
• The following are not mandatory, but will be an asset : Keen interest in the investment industryCurrently completing the Chartered Financial Analyst (CFA) or Chartered Professional Accountant (CPA) program

What We Offer

The annual base salary for this position will be between $60,000 and $65,000 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 to this point; unofficial are accepted).