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Senior Analyst, Investment Operations

ubcim (bamboohr) · Vancouver, BC, Canada

Operations ManagementSenior LevelQuick applyfull-time21 days ago

About The Role

Senior Analyst, Investment Operations

Vancouver, BC

Join a team that is making futures possible

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, and the university to confidently plan what comes next.

UBCIM invests globally across all major public and private asset classes with assets under management exceed ing $ 6 billion . More importantly, as a firm believer that Investment Management is also a people -centric business, UBCIM invests in its team members .

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 giv ing you pride and confidence in what you will accomplish

Job Description

The Senior Analyst, Investment Operations will assist in overseeing daily investment operations function s. Th e candidate will bring experience and subject matter expertise in investment operations to support growth in assets under management and increase investment process sophistication. The candidate exhibits coaching and leadership tendencies and will impart their expertise and knowledge to their colleagues. The candidate ideally showcases passion to excel in investment o perations, matches the work pace and rhythm of a growing and ambitious investment organization , and reflects UBCIM’s core values .

Team-Specific Responsibilities

Investment Operations

  • 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 to day 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.

Administration and Reporting

  • 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.

Qualifi cations

  • 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 data centric 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.
  • Knowledge of systems such as MSCI Total Plan Manager, Canoe Intelligence, Ion Backstop is highly valued but not required .

UBCIM will consider candidates with varying levels of qualification and experience. Total compensation will be commensurate with the successful candidate’s experience and qualifications .

This role is primarily an in-office role and as such the successful candidate must reside in the Metro Vancouver Area.

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