Investment Operations Analyst

Get AI-powered advice on this job and more exclusive features. Direct message the job poster from UBC Investment Management Join a team that is making futures possible UBC Investment Management Inc. (‘UBCIM’) is a wholly owned subsidiary of the University of British Columbia, providing professional investment management for the UBC Endowment Fund, Staff Pension Plan and other UBC-related funds. Our work enables students to learn, researchers to gain new insights, and the university to confidently plan what comes next. UBCIM invests globally across all major public and private asset classes with assets under management exceeding $6 billion. More importantly, as a firm believer that Investment Management is also a people-centric business, UBCIM invests in its team members. If you join the team you can expect: Interesting work that will broaden your experience, and encourage you to pursue knowledge and continuous improvement A team culture that embraces collaboration, and a strong belief that all ideas are worth exploring. It brings together diverse insights with a single objective: to achieve our best – as a team, with our clients, and in the wider community A high-performance environment that fosters accountability, transparency, and mentorship; one that inevitably garners trust and belonging while giving you pride and confidence in what you will accomplish Job Description The Investment Analyst, Investment Operations will enhance the investment operations function to support growth in assets under management and increase investment process sophistication. The ideal candidate showcases passion to excel in Operations, has a keen interest in learning, and reflects UBCIM’s core values. Team-Specific Responsibilities Investment Operations Maintain the internal Investment Book of Record by recording accounting entries and understanding the specifics of complex transactions Reconcile the investment accounting & performance system Assist with monitoring cash flows, preparing trade plans, coordinating trade instructions and instructing transfers between investment managers and the custodian Liaise with the custodian to ensure accurate and timely delivery of monthly reports and other deliverables Review external investment manager fee invoices and calculations Assist with the completion of investment fund documents and overall fund onboarding Liaise and request reports/information from external investment managers and peers Assist in the development and continued enhancement of internal controls and monitoring procedures, while also streamlining, automating, and enhancement of existing processes. Administration and Reporting Prepare and distribute investment performance reports to the UBCIM team Assist with the preparation of reports for the UBCIM Board and University stakeholders Assist with annual audits, preparation of financial statements and note disclosures Qualifications Working knowledge or experience in Fund Accounting, Custody, and/or Investor Reporting Functional understanding of Investment Performance Measurement and Reporting would be considered an asset Proven experience in automating processes and/or enhancing internal controls especially regarding data-driven processes or functions. Experience in using AI to enable efficiency and scale would be an asset. Demonstrates critical thinking and intellectual curiosity, with the ability to analyze complex issues, challenge assumptions, and identify opportunities for process improvement and risk mitigation. Self-motivated and highly organized with the ability to prioritize and multi-task, embodying flexibility and agility in a high-performance environment Proven ability to structure communications, both written & verbal, to articulate ideas and resolve issues across all levels of the organisation and externally with our partners and stakeholders Knowledge of systems such as MSCI Total Plan Manager, Canoe Intelligence, Ion Backstop is highly valued but not required. UBCIM will consider candidates with varying levels of qualification and experience. Total compensation will be commensurate with the successful candidate’s experience and qualifications. This role is primarily an in-office role and as such the successful candidate must reside in the Metro Vancouver Area. Please note only candidates that are selected for an interview will be contacted. Apply on or before November 21, 2025. We thank you for your interest in this position. #J-18808-Ljbffr