Client Services Portfolio Manager

1 month ago

Vancouver, British Columbia, Canada Orbis Investment Management Limited Full time

Orbis Investment Management Limited is seeking a highly motivated and results-driven Client Services Portfolio Manager to join our Operations team in Greater Vancouver. Our team is dedicated to providing world-class servicing to our global client base of institutional and retail investors.

We are a dynamic team of engaged individuals who strive for excellence and collaborate with each other to achieve our goals. This role presents an exciting opportunity for a self-starter who can take initiative, drive change, and build strong relationships with clients and stakeholders.

About the Role

  • Proactively communicate with institutional and retail clients and other stakeholders to provide information about the Orbis Funds, facilitate client onboarding processes, and update client databases and activity records.
  • BUILD STRONG RELATIONSHIPS AND COLLABORATE WITH GLOBAL CLIENT AND OPERATIONS TEAMS TO EFFECTIVELY SERVICE OUR CLIENTS.
  • OWN KEY RESPONSIBILITIES RELATED TO THE TRANSACTION CYCLE OF THE ORBIS FUNDS, INCLUDING VERIFICATION OF CLIENT TRANSACTIONS AND VALIDATION OF SENSITIVE CLIENT INFORMATION.
  • LEAD 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 BY THE ABILITY TO THINK INDEPENDENTLY AND CRITICALLY TO SOLVE PROBLEMS.
  • OUTSTANDING INTERPERSONAL SKILLS ENABLING YOU TO WORK WELL IN A TEAM ENVIRONMENT AND 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 PRIORITY SETTING 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 INDUSTRY CURRENTLY 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.

How to Apply

Please submit your resume and transcripts(all post-secondary to this point; unofficial are accepted).

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