Operations Analyst, Systems & Automation

Operations Analyst, Systems & Automation Orion is hiring a hands-on Operations Analyst, Systems & Automation to help complete critical migration work and build scalable automations across Managed and Self-Directed sides of the business. This is a builder role for someone who understands operational workflows, is comfortable working across multiple systems and datasets, and can directly ship practical solutions using code, automation tools, and AI-assisted workflows. We are looking for someone who thrives under pressure, commits to deadlines, takes ownership of outcomes, and operates with a strong bias toward automation over manual work. This is not a role for someone who simply executes existing processes. We want someone who actively challenges manual work, improves systems, and builds better ways of operating. Base Salary for this role: $70,000 - $85,000 CAD What you will do 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 What we are looking for 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 How success will be measured Meaningful reduction in manual work across key workflows Improved reliability, lower error rates, and less key-person dependency Migration work delivered accurately and on time Multiple meaningful workflows automated within the first 6 months A clear roadmap of future automation opportunities and scalable improvements Benefits of working with us: 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