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Senior Financial Operations Analyst
Location:
Montreal
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. The base salary for this role is: $50,000-$75,000 This is a remote role, however at this time we will be accepting Canada based application only. What you’ll 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’ll need: 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 (3-5 years of experience) A willingness and. Visit ListedBuy for more information.
Company:
Mogo Finance Technology
Posted:
January 2 on ListedBuy
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More About this Listing: Senior Financial Operations Analyst
Senior Financial Operations Analyst is a Other Art & Media Jobs Operations Analyst Job at Mogo Finance Technology located in United States. Find other listings like Senior Financial Operations Analyst by searching Oodle for Other Art & Media Jobs Operations Analyst Jobs.
Senior Financial Operations Analyst is a Other Art & Media Jobs Operations Analyst Job at Mogo Finance Technology located in United States. Find other listings like Senior Financial Operations Analyst by searching Oodle for Other Art & Media Jobs Operations Analyst Jobs.