Job Description

We are seeking a curious, objective, and analytical individual to join the global Client Reporting 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 permanent role based in our London (Marylebone) office.

About the Client Reporting Team

The Client Reporting 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 environmentWe 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

• Analyze, review, and maintain client reporting materials that include performance, risk measures, portfolio exposures, and fee information, ensuring accuracy, consistency, and timeliness
• Own and document reporting calculations and methodologies; investigate data issues and provide clear, reproducible solutions.
• Leverage technical and data expertise to respond to client and internal data requests, including working with large datasets and complex information.
• Manage global projects focused on refining our client reporting and information distribution structure and processes to meet client needs.
• Streamline business processes alongside our technology team.
• Support RFP, RFI, and DDQ submissions by preparing and validating quantitative information requested, working closely with subject matter experts across the firm.
• Create and manage key client materials such as presentation slides, client due diligence questionnaires, and investment summaries.
• Assist Client Managers in responding to firm, product, and investment-related client queries and questionnaires.
• Build relationships and work closely with other global client and operations teams and business units to effectively service our clients.
• 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).