Senior Associate/Associate, Client Operations

Closing Date: January 6, 2025

We are looking for an Associate or Senior Associate to join our Client Operations team. This role will enable you to develop your career working closely with BCI’s clients at one of Canada’s Top 100 Employers.

This 16-month fixed term position offers all benefits available to permanent employees, with the option to work from either our Victoria or Vancouver office.

THE OPPORTUNITY

The Associate/Senior Associate is responsible for distilling and transforming information from reporting content producers around BCI into clear, concise, and compelling reporting for BCI’s clients. They develop new reporting content within SS&C Vision FI, and handle and manipulate data within Dremio to create visually compelling, concise and accurate reports. The Associate contributes to continuous improvement, challenging and improving BCI’s investment reporting in order to better enable clients to fulfill their fiduciary obligations. The Associate will also be responsible for stepping outside of quarterly reporting in order meet the ad-hoc reporting and data needs of clients.

WHAT YOU BRING

• Minimum of three years of relevant experience in a financial organization(s), or related business function

• High attention to detail, and ability to produce accurate work under short timelines

• University degree in Economics, Business, Finance, or a related discipline.

• Holding or progressing towards a CFA designation is considered an asset.

• Experience preparing and presenting investment strategy, investment risk, economic and market-related data.

• Understanding of complex institutional investment portfolios (i.e. knowledge of equities, fixed income, hedge funds/liquid alternatives, private markets, and derivatives/overlay), underlying investment strategies, and alignment with achieving clients’ investment objectives.

• Strong communication skills, both verbally and in writing. Able to distill key themes/outcomes into a concise, engaging, and compelling narrative while tailoring the message to various client audiences and through different delivery mediums (e.g., reports, presentations, digital portals, and self-serve data access).

• Experience using a variety of reporting/analytical tools, including Excel VBA, SQL, Power BI, Tableau, and PowerPoint.

WHO YOU WILL WORK WITH

The Corporate & Investor Relations (CIR) department plays a crucial role in maintaining and enhancing BCI's relationships with its clients and stakeholders through world-class engagement and has three core functions: Client Partnerships, Strategic Communications and Corporate & Brand Communications. CIR is responsible for understanding the clients' needs and representing their interests within the organization, helping them develop investment strategies and policies, and communicating effectively with both internal and external audiences. Additionally, CIR manages BCI's media relations, government and industry partnerships, and is responsible for the company's brand and reputation management to ensure long-term success and stakeholder trust.

Overall, the CIR department is vital for ensuring stakeholder satisfaction, client retention, and the organization's long-term success, maintaining its position as a world-class, trusted and respected investment management organization.

The Client Partnerships branch works closely with clients to understand their needs and expectations, ensuring that BCI delivers value and meets their investment objectives. This includes regular communication, tailored solutions, and a commitment to transparency and trust.

WHAT YOU WILL GET TO DO

• Contributes technical expertise to the delivery of BCI’s client reporting strategy

• Produces and oversees the quality and content of 33 complete client reports per quarter using SS&C Vision FI

• Reviews reports from a client lens, looking for gaps in commentary, inaccuracies, inconsistencies, and improvement opportunities

• Reviews commentaries from content producers and ensure it is clear & concise, compelling, and relevant, and in compliance with the style guide and technical review checklist

• Identifies areas of improvement and helps build organizational knowledge with commentary development from a client-centric lens

• Contributes to the summarization of the quarterly reporting ‘story’ considering portfolio performance, markets, risk, and format this summary into an easily consumable speaking note format

• Conducts technical commentary review of content (ISR, asset classes, KPIs, and more)

• Supports with drafting commentary