Associate / Sr. Associate, Investment Operations
About The Position
UBC Investment Management Inc. (‘UBCIM’) is a wholly owned subsidiary of the University of British Columbia, providing professional investment management for the UBC Endowment Fund, Staff Pension Plan and other UBC-related funds. Our work enables students to learn, researchers to gain new insights, pensioners to have retirement security, and the university to confidently plan what comes next. UBCIM invests globally across all major public and private asset classes with assets under management exceeding $7.5 billion. More importantly, as a firm believer that Investment Management is a people-centric business, every great investment begins with you! If you join the team you can expect: Interesting work that will broaden your experience, and encourage you to pursue knowledge and continuous improvement A team culture that embraces collaboration, and a strong belief that all ideas are worth exploring. It brings together diverse insights with a single objective: to achieve our best – as a team, with our clients, and in the wider community A high-performance environment that fosters accountability, transparency, and mentorship; one that inevitably garners trust and belonging while giving you pride and confidence in what you will accomplish
Requirements
- Minimum 5 years of Fund Accounting experience within multiple private asset classes; candidates with longer years of Fund Accounting and broader Investment Operations experience — including people management and project leadership — will be considered for the Senior Associate level.
- Deep and confident expertise in Private and Alternative Asset Fund Accounting, Custody, Performance Measurement across all asset classes, and investor reporting, with the ability to mentor others.
- Experience driving automation and process controls enhancements in data‑centric environments; AI enablement experience an asset.
- Highly organized, adaptable, and effective under competing priorities.
- Excellent communicator with proven stakeholder management skills.
- Experience and deep understanding of Investment Reporting systems and how they are interlinked – with a track record of improving interoperability between such systems
Nice To Haves
- AI enablement experience
- CPA designation considered an asset
Responsibilities
- Reconcile UBCIM’s Investment Book of Record (IBOR) to official administrator records across holdings, transactions, cash, and performance, ensuring accuracy, completeness, and timely resolution of discrepancies.
- Serve as a trusted primary point of contact on investment operations matters between UBCIM and its client (UBC), external service providers, and internal stakeholders.
- Provide day‑to‑day oversight and guidance to the Analyst and Senior Analysts on the team; review work outputs, monitor controls, and ensure the integrity and accuracy of operational records at all times.
- Act as a coach and mentor to colleagues by clearly communicating operational methodologies, promoting best practices, and contributing to the ongoing development of the investment operations function.
- Demonstrate thought leadership in identifying, analyzing, and resolving day-to-day operational issues, with particular focus on performance measurement, fund accounting, and cash and trade settlement processes.
- Collaborate effectively with management and cross functional teams on initiatives beyond investment operations where operational insight contributes to broader organizational objectives.
- Independently lead and execute assigned workstreams within projects and initiatives that support UBCIM’s business objectives, proactively identifying opportunities to improve efficiency and accelerate delivery.
- Support the Director, Investment Operations as their proxy and be able to confidently make thoughtful and precise decisions regarding day-to-day activities.
- Manage client reporting interactions with UBC, including inquiry management and issue resolution.
- Drive the team to identify opportunities to improve data quality, formulate, lead and execute projects to implement those improvements
- Take full responsibility of timeliness, completeness and quality of all reporting UBCIM produces
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
