Become a crucial member of the Client Reporting team at Orbis in Vancouver, where analytical skills and client-centric focus drive success. This permanent role emphasizes accurate reporting and effective communication with clients and consultants.
The Client Reporting Associate is vital for supporting Orbis' institutional client relationships. You will develop an understanding of client needs while analyzing performance metrics and maintaining reporting accuracy. Collaboration with various teams allows you to enhance client servicing efforts. This role offers exposure to significant responsibilities tailored to your skills.
Key Responsibilities:
• Analyze and maintain client reporting materials for accuracy
• Own calculations and methodologies for reporting frameworks
• Analyze complex datasets to meet client requests
• Partner with teams to improve reporting workflows
• Prepare key client materials including presentations
Requirements:
• 3-6 years of relevant experience in financial services
• Undergraduate degree with a strong academic record
• Robust analytical skills with attention to detail
• Excellent communication skills tailored for various audiences
• Self-starter with a focus on continuous learning
Leverage your analytical skills and client focus in a rewarding role at Orbis.
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📌 Client Reporting Associate at Orbis (Burnaby)
🏢 Orbis Investments
📍 Burnaby
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