We are seeking a curious, objective, and analytical individual to join the global Client Insights & Analytics team. You will be joining a high performing, dynamic team that focuses on developing and supporting our global client distribution and servicing efforts. This is a hybrid role based in our office in Burnaby, British Columbia. About the Client Insights & Analytics Team The Client Insights & Analytics team is responsible for servicing Orbis’ institutional client and consultant relationships and their reporting needs, as well as supporting Client Managers in ongoing prospecting and servicing efforts. We seek to build long-term partnerships with organizations and people who share our values. To earn our client’s trust and confidence, team members develop in-depth knowledge about various parts of our business, including our firm and investment strategies. This allows us to communicate with clients in detail while maintaining a sense of perspective. 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 in our regional institutional client efforts to attract and retain clients through exceptional client servicing. This role offers meaningful visibility across Orbis’ global offices and exposure to senior management, reinforcing our commitment to client impact. 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. 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: Client reporting and servicing: 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 client reporting and information distribution structure and processes to meet client needs. Streamlining business processes alongside our technology team. Client and prospect relations: Assist Client Managers in responding to firm, product, and investment-related client queries and questionnaires. Building relationships and working closely with other global client and operations teams and business units to effectively service our clients. Create and manage key client materials such as presentation slides, client due diligence questionnaires, and investment summaries. Maintain a centralised content library for frequently used responses and ensure timely updates to reflect changes in the firm’s strategies, processes, and policies. Manage information provided to consultants and consultant databases. About You You should have the following attributes: A client-centric attitude with outstanding personal ethics, judgment, and a willingness to collaborate with others in cross-regional teams. Strong analytical skills and attention to detail with the ability to break down complex matters into sharp insight. Excellent written and oral communication skills with the ability to articulate clearly and empathetically with clients. A self-starter who sees challenges as opportunities and enjoys taking initiative to influence change, with the ability to think independently and critically to solve problems. Learning agility – a focus on continuous improvement with a growth mindset and willingness to learn. 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. 3-6 years of professional experience (ideally within, but not limited to, the financial services industry) with a track record of success. Professional designation (CFA, CPA, CIPM or equivalent qualifications). Instructions for application To complete your application, please submit your resume and transcripts (all post-secondary to this point; unofficial transcripts are accepted). What We Offer The annual base salary for this position will be between $80,000 and $100,000 per year excluding benefits. The total compensation package also includes a discretionary bonus. About Us We are a global firm with offices across eight countries, over 400 employees and more than $30 billion in assets under management. But those numbers don't define Orbis. It's our values, how we do things day-by-day, and how we add value for our clients that define us. Our investment philosophy is fundamental, long-term and contrarian. As contrarian investors, we aim to take a different perspective, and this filters into everything we do. To invest differently, you need to think differently. This is encouraged by having teams of people with different backgrounds, experiences and ways of thinking.
