Junior Finance Operations Analyst
2 weeks ago
**The Role**:
The Junior Operations Analyst will support our Moka customers, customer success teams and Portfolio Managers to ensure high degree of data accuracy and a great customer experience. You will process enrolments, ensure accurate transfer of funds, report on results and a variety of other daily tasks and projects. This is a great opportunity for a new grad who is passionate about a career in finance / fintech.
**What you’ll do**:
- Build positive relationships with clients 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 or clients
- Set-up of client investment policies and investment models in internal Portfolio Management System
- Process investment funds redemption to clients’ accounts
- 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
- Assist in completing information requests for internal and external audits
- Support and/or manage special projects and duties as assigned
- Work with external counterparties and internal departments to investigate and quickly resolve reconciliation discrepancies
**What you’ll 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**
- Recently completed an undergraduate degree in Finance, Accounting or Economics
- Experience within an investment firm, financial sector or similar fintech environment
**About Us**
Mogo (TSX, NASDAQ:MOGO) is empowering its more than one million members with simple digital solutions to do money like you mean it. Through the free Mogo app, consumers can access a digital spending account with Mogo Visa* Platinum Prepaid Card, the only card of its kind in Canada. The MogoCard makes it easy to enjoy spending control while doing good for the planet by planting a tree for every purchase. The Mogo app also enables you to easily buy and sell bitcoin, get free monthly credit score monitoring and ID fraud protection, and access personal loans. Mogo’s wholly-owned subsidiary, Carta Worldwide, also offers a digital payments platform that powers the next-generation card programs from innovative fintech companies in Europe, North America and APAC, while Mogo’s wholly-owned subsidiary Moka is bringing automated, fully-managed flat-fee investing to Canadians from coast to coast to coast. To learn more, please visit mogo.ca or download the mobile app (iOS or Android).
**Meet Moka**
Moka is on a social mission to help everyone achieve their financial goals. Since launching in 2017, the Moka app has been downloaded over 750,000 times and received thousands of 5-star reviews.
Moka makes it easy for everyone to start investing by automatically rounding up everyday purchases and investing the spare change—no minimum investment, lifestyle change or financial knowledge required. We are also building innovative new products that will help our users discover more money in their daily life by effortlessly reducing their expenses, optimizing their debt payments, accessing personalized financial insights, and earning valuable cash-back rewards.
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