This is a permanent role based in our Vancouver office.

The Client

Reporting team supports Orbis’ institutional client and consultant relationships by delivering recurring and ad-hoc reporting, analysis, due diligence materials, and data, while supporting Client Managers in ongoing prospecting and servicing efforts.We seek to build long-term partnerships with organisations and people who share our values. To earn our clients’ trust and confidence, team members develop in-depth knowledge about various parts of our business, including our firm and investment strategies. 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 on our global institutional client efforts to attract and retain clients through exceptional client servicing. We encourage intellectual curiosity and individualism as well as collaboration across different areas of the business. While guidance and support are provided and always readily available, team members own their work and projects.

We support our employees in continuous learning and development. This includes using new technologies, attending conferences, secondments with other teams, visiting other Orbis locations, external courses and training. Agile work environment .

Our employees have the chance to contribute to society in a unique and personal way, through various philanthropy opportunities and programs. Analyse, review, and maintain client reporting materials that include performance, risk measures, portfolio exposures, and fee information, ensuring accuracy, consistency, and timeliness. document data sources,



processes and controls; Analyse large and complex datasets using internal systems and data tools to respond to client and internal requests accurately and efficiently. Contribute to, and progressively take ownership of, cross-regional projects focused on refining our client reporting and information distribution structure and processes to meet client needs.

Prepare and maintain key client materials such as presentation slides, due diligence questionnaires, and investment-related materials as well as supporting RFP, RFI, and DDQ submissions in partnership with relevant subject-matter experts. Build effective working relationships across Orbis, including with investment, client, operations, legal, compliance, and technology teams to deliver thoughtful service to clients. A client-centric attitude with outstanding personal ethics, judgement, and a willingness to collaborate with others in cross-regional teams. ~ Learning agility – a focus on continuous improvement with a growth mindset and willingness to learn. ~ Demonstrated comfort working with data and systems, together with an interest in continuing to develop technical proficiency across a range of internal and external tools. ~ Undergraduate degree with a strong record of academic achievement and continuous improvement. ~3-6 years of professional experience, which may include client reporting, investment operations, performance measurement, data analysis, consulting, audit, or another relevant area of financial services with a track record of success. ~ A CFA, CPA, CIPM or comparable professional designation, or progress toward one, would be an asset but is not required.

The total compensation package also includes a discretionary bonus. We are a global firm with offices across eight countries, over 400 employees and more than $50 billion in assets under management. Our investment philosophy is fundamental, long-term and contrarian.

📌 Client Business Associate, Client Reporting (Burnaby)
🏢 Orbis Investments
📍 Burnaby