Operations Analyst, Systems – Automation

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🕒 April 21

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Mogo

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2003

💳 Fintech

💸 Finance

🛍️ eCommerce

💰 Series C on 2014-12

Fintech • Finance • eCommerce

Mogo is a members-only wealth platform that focuses on intelligent investing principles rooted in value investing. It offers both private wealth management and a self-directed investing app, emphasizing a transparent membership model with no hidden fees. With a strong commitment to sustainability and social responsibility, Mogo allows its members to invest in ways that contribute to positive environmental impacts, such as reforesting efforts. The platform also harnesses AI technology to enhance investment research and analysis, empowering users to make informed investment decisions that align with their wealth-building strategies.

📋 Description

• Support migration-related work across operational systems, including data handling, transformation, validation, reconciliation, testing, and cutover support • Own automation opportunities end to end—from identifying the manual workflow to designing, building, testing, documenting, and improving the solution • Build automations that reduce manual work, improve speed and reliability, and strengthen operational control • Work across spreadsheets, flat files, APIs, internal systems, and external vendor workflows to streamline execution • Use Python, SQL, Excel / Power Query, and other practical tools to solve business problems directly • Use AI tools, copilots, and agent-based workflows as a default part of research, coding, testing, documentation, and workflow redesign • Partner with Operations, Engineering, Product, Compliance, and external vendors to move priorities forward and unblock delivery • Document workflows, logic, exceptions, and runbooks so processes become more repeatable and less dependent on tribal knowledge • Support automation and systems-improvement initiatives across both core operations and the Self-Directed business

🎯 Requirements

• 2–5+ years of relevant experience in operations, business systems, automation, data workflows, or a related field • Strong hands-on skills in Python and SQL • Strong Excel skills; Power Query required and VBA considered an asset • Experience working with APIs, CSV / flat files, data transformations, or multi-system workflows • Practical experience using AI tools or AI agents to accelerate workflow automation, coding, analysis, testing, or documentation • Examples of tools, scripts, automations, or AI-assisted workflows you have personally built or materially improved • High ownership mindset with strong follow-through, sound judgment, and comfort operating in ambiguity • Low tolerance for repetitive manual work and a habit of redesigning inefficient processes • Clear communication skills and the ability to work effectively with both technical and non-technical stakeholders • Curiosity, learning velocity, and a bias toward action • Helpful to have Experience in fintech, brokerage, investing operations, or financial systems • Exposure to platform migrations, reconciliations, or operational controls • Familiarity with IRESS, NDEX, or similar systems • Experience building internal tools or automation solutions that were adopted by a business team

🏖️ Benefits

• Fully Remote Work - Unless otherwise specified in the job posting, Orion offers flexible remote work, supported by the tools and resources needed to succeed. • Comprehensive Health Benefits - Access to medical, dental, and vision coverage plus a Health Spending Account • Stock Options - Meaningful equity participation aligned with long-term value creation and company growth • Flex Vacation - Benefit from paid time off, including vacation and personal days • Wellbeing Programs - Access counselling services, mental health support, and additional wellness resources