We are seeking a curious, objective, and analytical individual to join the global Client Reporting team. This permanent role is based in our London (Marylebone) office.
The Client Reporting team is responsible for servicing Orbis’ institutional client and consultant relationships and their reporting needs, supporting Client Managers in prospecting and servicing. The team has members in Canada and the United Kingdom, and is empowered to have a direct impact on regional institutional client efforts.
What will your responsibilities be?
You will be exposed to a wide range of responsibilities supporting our client efforts. Your starting responsibilities will include a subset of the following:
- Analyse, 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 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
- A client-centric attitude with outstanding personal ethics, judgement, 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).
Contact Details:
Orbis Investment Management Limited Recruitment Team
