Operations Analyst, Systems & Automation

Role Description

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

Qualifications

• 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

• 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