Client Business Associate - Vancouver We are hiring for a

Client Business Associate for a high-performing global Client Reporting team in Vancouver for an Investment Management Firm.

This is an excellent opportunity for someone with

3-6 years of experience in financial services, investment management, or a related analytical environment who enjoys working with data, solving problems, and supporting institutional clients.

The Role You'll work closely with global client, investment and operations teams, gaining broad exposure to the business and contributing directly to client servicing and retention efforts. Responsibilities will include:

Preparing and reviewing institutional client reporting covering performance, risk, portfolio exposures and fees

Working with large datasets , investigating data issues and developing solutions

Managing and documenting reporting calculations and methodologies

Supporting

RFPs, RFIs and DDQs with accurate quantitative information

Preparing client presentations, investment summaries and other client-facing materials

Supporting Client Managers with client and consultant requests

Contributing to global projects focused on improving reporting processes and technology





Working cross-functionally with teams across multiple global offices

About You We're looking for someone who is:

Analytical, curious and highly detail-oriented

Comfortable working with data and breaking down complex information A strong written and verbal communicator

Client-focused with sound judgment and a collaborative approach

Proactive, independent and eager to take ownership

Interested in developing their knowledge of investment management and financial markets

Qualifications

Undergraduate degree with a strong academic record

3-6 years of professional experience , ideally within financial services, investment management or a related field

CFA, CPA, CIPM or equivalent designation is an asset

Why Join?

Global exposure and visibility across international offices

High degree of autonomy and ownership

Solid opportunities for learning, development and career progression

Collaborative, intellectually curious and entrepreneurial culture

Exposure to senior stakeholders and institutional clients

Opportunity to contribute to meaningful global projects and process improvements

Location

Vancouver Work Arrangement

Hybrid

📌 Client Business Associate (Winnipeg)
🏢 Morgan Mckinley
📍 Winnipeg