Job Description

The Senior Financial Operations Analyst will support our Moka customers, customer success teams and Portfolio Managers to ensure a high degree of data accuracy and a great customer experience. You will process client onboarding, ensure accurate transfer of funds and a variety of other daily tasks and projects. This is a great opportunity for someone passionate about a career in financial operations. What you\xe2\x80\x99ll do:

• Build positive relationships with stakeholders by responding to inquiries in a timely manner, understanding the business, and maintaining professionalism
• Translate data into easily understood reports and communicate results with the team
• Set up client investment policies and investment models in internal Portfolio Management system
• Process investment funds valuation, subscription and redemption processes
• Process account transfer-ins and transfer-outs
• Actively support the compliance and operations teams with various process enhancement projects
• Identify and promptly escalate irregular activities or issues and assist in determining corrective actions
• Review and analyze investment processes, workflows, and systems to identify areas for improvement and efficiency.
• Assist in completing information requests for internal and external audits
• Support and/or manage special projects and duties as assigned
• Provide training and guidance to team members and junior analysts on operational processes, tools, and best practices.
• Work with external counter parties and internal departments to investigate and quickly resolve reconciliation discrepancies

What you\xe2\x80\x99ll need:

• Ability to work in English and French is highly preferred
• Highly organized and self-sufficient
• Ability to prioritize multiple responsibilities to meet internal and external deadlines
• Keen attention to detail
• Microsoft Excel skills including pivot tables and vlookups
• A willingness and ability to learn new software and technologies
• Proven continuous process improvement mindset and positive team attitude
• Comfortable working on daily repetitive tasks and unstructured projects

Nice to Have

• Undergraduate degree in Finance, Accounting or Economics
• Experience within an investment firm, financial sector or similar fintech environment

About Us We help make it easy for Canadians to achieve financial freedom while making a positive impact.
We live in the most innovative and technologically advanced era, yet so much struggle exists. Most of us are far from where we want to be financially.
We all want a better future. A better world where reaching financial freedom is a question of when, not if. One that\'s equitable so that all can prosper. One that\'s safe from the impact of climate change.
Our money has the power to change the world. It\xe2\x80\x99s up to us to do things differently. Apply today! Mogo is an inclusive place to spend your work life. We hire team members for their talent and diverse backgrounds. Bring your unique perspective to Mogo and help our customers achieve their best financial lives. synrIj6tCL