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UBC Investment Management logoUBC Investment Management

Associate / Sr. Associate, Investment Operations

Vancouver, British Columbia, Canada · On-site

Senior

Associate / Sr. Associate, 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, prov…

Skills: Fund Accounting, Investment Operations, Performance Measurement, Stakeholder Management, Private Asset Classes

UBC Investment Management logo

Associate / Sr. Associate, Investment Operations

UBC Investment Management

Vancouver, British Columbia, Canada • On-site

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Senior

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  • Full-time
  • professional certificate
  • Posted 19d ago
  • ~40 hrs/week

Responsibilities

Oversee daily investment operations, including reconciling the Investment Book of Record and managing client reporting for UBC. Provide leadership and mentorship to analysts while driving process improvements and automation within the investment operations function.

Requirements

Requires a minimum of 5 years of fund accounting experience across multiple private asset classes and expertise in performance measurement and custody. A CPA designation is considered an asset, along with a proven track record of project leadership and stakeholder management.

Full job description

Associate / Sr. Associate, 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, pensioners to have retirement security, and the university to confidently plan what comes next.

UBCIM invests globally across all major public and private asset classes with assets under management exceeding $7.5 billion. More importantly, as a firm believer that Investment Management is a people-centric business, every great investment begins with you!

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 giving you pride and confidence in what you will accomplish

Job Description

The Associate / Sr. Associate, Investment Operations will assist in overseeing daily investment operations functions. The candidate will bring at least 5-10 years of experience and subject matter expertise in investment operations to support the increase in investment process sophistication and growth in assets under management. The candidate exhibits coaching and leadership tendencies and a proven track record of sharing their expertise and knowledge and training their colleagues.

The candidate ideally showcases passion to excel in investment operations, 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 and Senior Analysts on the team; 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, fund 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.
  • Support the Director, Investment Operations as their proxy and be able to confidently make thoughtful and precise decisions regarding day-to-day activities.

Administration and Reporting

  • Manage client reporting interactions with UBC, including inquiry management and issue resolution.
  • Drive the team to identify opportunities to improve data quality, formulate, lead and execute projects to implement those improvements
  • Take full responsibility of timeliness, completeness and quality of all reporting UBCIM produces

Qualifications

  • Minimum 5 years of Fund Accounting experience within multiple private asset classes; candidates with longer years of Fund Accounting and broader Investment Operations experience — including people management and project leadership — will be considered for the Senior Associate level.
  • Deep and confident expertise in Private and Alternative Asset Fund Accounting, Custody, Performance Measurement across all asset classes, and investor reporting, with the ability to mentor others.
  • Experience driving automation and process controls enhancements in data‑centric environments; AI enablement experience an asset.
  • Highly organized, adaptable, and effective under competing priorities.
  • Excellent communicator with proven stakeholder management skills.
  • Experience and deep understanding of Investment Reporting systems and how they are interlinked – with a track record of improving interoperability between such systems
  • CPA designation considered an asset

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.

Please note only candidates that are selected for an interview will be contacted. Apply on or before August 7, 2026. We thank you for your interest in this position.

Related keywords

Fund AccountingInvestment OperationsIBORPrivate AssetsAlternative AssetsPerformance MeasurementCPACustodyInvestor ReportingAutomationAI EnablementStakeholder ManagementUBC Endowment FundAsset ManagementData Quality

About UBC Investment Management

LinkedInVisit site

Investing to build and sustain UBC's future

Industry
Investment Management
Company size
11-50 employees
Headquarters
Vancouver, British Columbia
LinkedIn followers
1,595

Offices: 1055 W Hastings St, 1188, Vancouver, British Columbia V6E 2E9, CA

Wealth ManagementConsultingRisk ManagementAsset ManagementFinancial Services
View all jobs at UBC Investment Management

About UBC Investment Management

LinkedInVisit site

Investing to build and sustain UBC's future

Industry
Investment Management
Company size
11-50 employees
Headquarters
Vancouver, British Columbia
LinkedIn followers
1,595

Offices: 1055 W Hastings St, 1188, Vancouver, British Columbia V6E 2E9, CA

Wealth ManagementConsultingRisk ManagementAsset ManagementFinancial Services
View all jobs at UBC Investment Management

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