Senior Analyst, Investment Operations
About The Position
UBC Investment Management Inc. (‘UBCIM’) is seeking a Senior Analyst, Investment Operations to join their team in Vancouver, BC. UBCIM manages investments for the UBC Endowment Fund, Staff Pension Plan, and other UBC-related funds, with over $6 billion in assets under management. The company values its team members, offering interesting work, a collaborative culture, and a high-performance environment that fosters accountability, transparency, and mentorship. The Senior Analyst will oversee daily investment operations, support growth in assets under management, and enhance investment process sophistication. This role requires a candidate with expertise in investment operations, coaching and leadership tendencies, and a passion for excellence that aligns with UBCIM’s core values.
Requirements
- Undergraduate degree required, Finance, Commerce, Accounting or similar discipline preferred
- Deep expertise in fund accounting, custody, performance measurement, and investor reporting, with the ability to mentor others.
- Experience driving automation and control enhancements in datacentric environments; AI enablement experience an asset.
- Analytical, curious, and risk aware with strong problem solving skills.
- Highly organized, adaptable, and effective under competing priorities.
- Excellent communicator with proven stakeholder management skills.
- Must reside in the Metro Vancouver Area.
Nice To Haves
- Knowledge of systems such as MSCI Total Plan Manager, Canoe Intelligence, Ion Backstop is highly valued but not required.
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, Investment Operations; 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 today operational issues, with particular focus on performance measurement, investment 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.
- Deliver data and operational insights for Board and senior management reporting.
- Own client reporting interactions with UBC, including inquiry management and issue resolution.
- Coordinate and respond to audit requests with accuracy, clarity, and timeliness.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
