Operations Manager, Client Operations

Closing Date: Open Until Filled

Leveraging your investment expertise and outstanding communication abilities, you'll facilitate seamless client engagement and provide transparent reporting by collaborating with asset teams and distilling complex investment concepts into succinct reports.

Apply now, applications will be reviewed as they come in.

THE OPPORTUNITY

Reporting to the Senior Manager, this role oversees quarterly client processes and maintains strong relationships with internal stakeholders. The individual excels in communication, project management, organization, and time management, with experience managing complex environments, facilitating diverse stakeholders, and resolving conflicts. Seamless quarterly client engagement is ensured by coordinating with BCI asset teams and translating complex investment concepts into clear, concise reports. Efficiently managing ad-hoc client and internal requests, tasks are prioritized, responsibilities delegated, and progress tracked to meet deadlines. A deep understanding of investment concepts, performance measurement, and risk measures is essential for effective client deliverables and reporting.
The successful candidate collaborates with internal departments to access data, develop content, optimize delivery channels, and streamline processes. They manage multiple inputs across teams, providing support to the Senior Manager as needed. Strong editing and communication skills are vital for editing client communication materials for consistency, clarity, and quality. In addition to solid investment knowledge, a creative and collaborative approach to client engagement is required, working effectively with various stakeholders. This role demands a unique combination of investment expertise and adaptability in problem-solving within undefined processes.

Responsibilities also include people management, mentoring, and leading a team. They will foster a positive and inclusive work environment and will be instrumental in developing team capabilities, conducting performance reviews, and implementing training programs to enhance skills and knowledge.

THE DEPARTMENT OVERVIEW

The Corporate & Investor Relations (CIR) department plays a crucial role in maintaining and enhancing relationships between BCI and its various stakeholders, including clients, external partners, and colleagues. To achieve this, the department has two core functions: Client Partnerships and Corporate Stakeholder Engagement.
Client Partnerships involve working closely with clients to understand their needs and expectations, ensuring that BCI delivers value and meets their investment objectives. This includes regular communication, tailored solutions, and a commitment to transparency and trust.
Corporate Stakeholder Engagement encompasses the management of relationships with all other stakeholder groups, including industry peers, regulators, government bodies, and the wider public. This involves proactive communication, advocacy, and collaboration to promote BCI's interests and its brand and uphold its reputation.

This position resides within the Client Partnerships team.

WHAT YOU NEED TO SUCCEED

• A Bachelor's degree in Economics, Business, Finance, or a related field from an accredited university

• At least 2 years of experience leading projects, with a project management certification (PMP or CAPM) considered a significant advantage

• A minimum of 6 years of experience in an institutional financial services setting, preferably within the asset management industry

• Proven ability to communicate effectively and negotiate with a diverse group of stakeholders while managing tight deadlines

• Strong proficiency in MS Office suite, including advanced Excel, PowerPoint, and Word skills

• Experience with investment management software and tools is a plus

• Demonstrated ability to work both independently and collaboratively within a team environment

• Excellent analytical, problem-solving, and decision-making skills

• Strong attention to detail and ability to manage multiple priorities simultaneously

• Proficiency in data analysis using excel, SQL and associated charting an asset

• Holding the CFA Charter or equivalent is highly desirable

WHAT YOU WILL DOGeneral:

• Be accountable for operational deliverables, including quarterly reporting, workflow management, and cross-team coordination

• Manage a detailed report production schedule, anticipating challenges and collaboratively working with internal stakeholders to resolve them

• Efficiently manage ad-hoc client and internal requests, ensuring timely and effective responses by prioritizing tasks, delegating responsibilities, and tracking progress to meet deadlines.

• Establish standards and procedures for streamlined processes

• Triage and delegate internal and client requests

• Review the work of the team to ensure high quality standards are met

• Represent the team in internal engagements

• Mentor direct reports

Reporting and Communication:

• Review and edit investment reporting commentary from across BCI. Collaboratively seek clarifications where needed from asset teams

• Assess reports for improvement opportunities and accuracy

• Craft an easily digestible quarterly reporting summary that incorporates portfolio performance, market trends, and risk factors

• Develop and maintain clear and concise reporting style guides

Operational Deliverables:

• In addition to delegating and reviewing, respond to ad-hoc requests, anticipating stakeholder needs and proactively addressing root concerns

• Develop solutions for data-related business requests, including self-serve tools and expanding the use of existing resources

• Collaborate with other CIR teams and internal departments to ensure efficient production and sharing of high-quality reporting content for clients

WHERE YOU WILL WORK

• Our downtown Victoria office: relocation support is available if needed

SALARY RANGE

BCI offers a competitive total rewards package which includes a performance-based incentive plan, comprehensive health & dental benefits, a defined benefit pension plan and paid time off.

The annualized base salary range for this role is CAD $120,000 to $140,000.

The base salary offered to the successful candidate will consider a wide array of factors including but not limited to the individual’s skill set, level of experience applicable to the role they are being offered and consideration to internal equity.

We pay our people competitively in the markets in which we compete for talent and with consideration to internal equity and job structure. We aim for actual pay to be around the median of the market for target or expected levels of performance, and around the upper quartile of the market for excellent performance.

Actual salaries may vary and may be above or below the range based on various factors, including, but not limited to, experience and expertise.

WHY APPLY TO JOIN BCI

With our values as our anchor, it’s our people that help shape employee-focused initiatives and who create the environment we work in each day – all of which further strengthens our culture. BCI has been recognized as one of Canada’s Top 100 Employers – for the fifth consecutive year - and has built programs and benefits to support all our employees, including;

• Extended health and dental coverage, start on your first day of work. We have you covered!

• Our telehealth provider Dialogue connects you and your family to virtual healthcare appointments

• Eligibility to the defined benefit BC Public Service Pension Plan, providing you with a secure retirement income

• Time off includes: 20 days vacation, 6 paid sick days, 6 paid personal days, and 2 paid days for volunteering – to support physical, mental, and community health

• Four days in office, with the option to work from home once a week, promoting both a collaborative work culture and a healthy work-life balance

• Annual wellness allowance to support an active lifestyle as well as physical well-being when working at home

• On-going learning through our in-house mentoring program, professional dues support, tuition reimbursement, and online and in-house learning

At BCI, we value diversity and believe in fostering an inclusive culture where all employees can be successful.

We are performance and client focused, and we value integrity; if you share these values, we want to know you.

We recognize that some skills can be learned on the job and encourage all to apply.

If you require an accommodation for the recruitment process (including alternate formats of materials, accessible meeting rooms or other accommodations), contact us at [email protected].

We would like to hear from you!