Client Insights Specialist
4 weeks ago
We are seeking a skilled and analytical professional to join our Client Insights & Analytics team at Orbis Investment Management Limited. As a key member of our global team, you will be responsible for delivering high-quality insights and analysis to our clients.
About the Role
The Client Insights & Analytics team is responsible for analysing data and reporting insights on our investment portfolios, performance, and holdings to our global client base. We are looking for a talented individual who can work closely with our Investment Analysts and Investment Specialists to develop and maintain external presentation materials on Orbis' portfolios, performance, and holdings.
Key Responsibilities
- Analyse and review client reporting materials, including performance, risk measures, portfolio exposures, and fee information.
- Leverage technical and data expertise to support client data requests and maintain ownership of calculation methodologies.
- Develop and maintain standard information documents, such as introductory guides for prospective investors.
- Assist Client Managers in responding to firm, product, and investment-related client queries and questionnaires.
- Develop effective relationships with adjacent teams who play a critical role in servicing our clients.
About You
We are looking for a candidate with a client-centric attitude, outstanding personal ethics, and a willingness to collaborate with others. You should have analytical skills and detail-orientation, with the ability to break down complex matters into sharp insight. A learning agility and a growth mindset are also essential for this role.
Qualifications and Experience
- Undergraduate degree with a proven track record of academic achievement and continuous improvement.
- 2-5 years of professional experience (not limited to the financial services industry) with a track record of success.
- A willingness to work towards a professional designation (CFA, ACA or equivalent qualifications), or in possession of one.
How to Apply
To complete your application, please submit your resume and post-secondary transcripts (unofficial transcripts are accepted).
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