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.
About the Client Reporting Team
The Client Reporting team supports Orbis’ institutional client and consultant relationships by delivering recurring and ad-hoc reporting, analysis, due diligence materials, and data, while supporting Client Managers in ongoing prospecting and servicing efforts. We seek to build long-term partnerships with organisations and people who share our values. To earn our clients’ trust and confidence, team members develop in-depth knowledge about various parts of our business, including our firm and investment strategies.
This enables us to communicate complex information accurately and in detail, while providing the context and perspective most relevant to each audience.
We service Orbis’ global client base and have team members in Canada and the United Kingdom. The team is empowered – and expected – to have a direct impact on our global institutional client efforts to attract and retain clients through exceptional client servicing.
Why Orbis?
. We encourage intellectual curiosity and individualism as well as collaboration across different areas of the business. Employees' voices – whether quiet or loud – are heard. Sharing ideas and challenging the status quo are commonplace, and managers nurture this behavior.
. While guidance and support are provided and always readily available, team members own their work and projects.
. We support our employees in continuous learning and development. This includes using new technologies, attending conferences, secondments with other teams, visiting other Orbis locations, external courses and training.
. We are committed to providing our people with a work environment where they can balance their successful career with other commitments and interests outside of work.
. Our employees have the opportunity to 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. 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:
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