Client Insights Specialist

3 weeks ago

Vancouver, British Columbia, Canada Orbis Investment Management Limited Full time
About the Role

We are seeking a highly analytical and detail-oriented individual to join our Client Insights & Analytics team at Orbis Investment Management Limited. As a key member of our team, you will be responsible for analyzing data and reporting insights on our investment portfolios, performance, and holdings to our global client base.

Key Responsibilities
  • Analyze and review client reporting materials, including performance, risk measures, portfolio exposures, and fee information.
  • Develop and maintain external presentation materials on Orbis' portfolios, performance, and holdings, working alongside Investment Analysts and Investment Specialists.
  • Perform analysis with internal and external data sources to help convey key messaging to clients.
  • Manage global projects focused on refining our content to meet client needs and streamlining business processes alongside our technology team.
About You

You should have the following attributes:

  • A client-centric attitude with outstanding personal ethics, judgment, and a willingness to collaborate with others.
  • Excellent analytical skills and detail-orientation with the ability to break down complex matters into sharp insight.
  • Learning agility – a focus on continuous improvement with a growth mindset and willingness to learn.
  • Excited about working in a hybrid environment with time spent in our Burnaby, BC office.
  • Excellent written and verbal communication.
What We Offer

The annual base salary for this position will be between $65,000 and $75,000 per year excluding benefits. The total compensation package also includes a discretionary bonus.

To complete your application, please submit your resume and post-secondary transcripts (unofficial transcripts are accepted).

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