Operations Specialist VCIM

Vancity • Vancouver, BC

20d • CA$76,500 - CA$94,500 • Hybrid

About The Position

Vancity Investment Management (VCIM) is a rapidly growing leader in Responsible Investing with $4 billion in assets under management. We offer retail and institutional clients an active, integrated investment process that utilizes shareholder engagement and incorporates Environmental, Social and Governance (ESG) analysis and traditional financial analysis in the construction and management of investment portfolios.

As an Operations Specialist, VCIM, you will work closely with members of the Trading and Operations team to perform dealer functions that support VCIM’s portfolio management business. You will operate and maintain technology platforms, engage with vendors and strategic partners, and help mitigate operational risk while supporting business growth. This role is ideal for a detail-oriented investment operations professional with strong operational, technical, and workflow management skills who is passionate about process optimization, continuous improvement, and delivering high-quality work in a collaborative environment.

This is a Full-time, Permanent role based at the Vancity head office and will report directly to the Head of Trading and Operations. While this position provides a hybrid work arrangement, you will be expected to be on-site for events and business demands.

Requirements

• An undergraduate degree in Business Administration, Finance, or a related field
• 3–5 years of experience in back and middle office operations at a portfolio manager or dealer, preferably in a multi-custodian environment
• Experience working with portfolio management software
• Proven ability to manage competing priorities and deadlines in a fast-paced, team-based environment
• Strong relationship management and communication skills
• Working knowledge of the rules, regulations, policies, and procedures governing investment operations and dealer activities

Nice To Haves

• Experience supporting ESG or responsible investment operations
• Exposure to transformational investment operations projects
• Experience contributing to process automation or system enhancements

Responsibilities

• Operating and maintaining portfolio management systems and custody platforms that support recurring business workflows
• Executing recurring operational processes including reconciliations, account opening and maintenance, cash management, centralized rebalancing, post-trade processing, billing, tax cycles, and audit support
• Documenting, implementing, and continuously improving operational workflows and processes to support portfolio management activities and strategic objectives
• Maintaining relationships with strategic system vendors to support dealer functions and resolve dealer-related issues raised by member-facing teams
• Participating in projects and initiatives involving multi-disciplinary teams across the organization

Benefits

• Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
• Generous Vacation: New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
• Extra Stat Holidays: In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
• Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
• Defined Benefit Pension: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level