Mogo

Product Analyst

• Own analytics for one of our core Orion product areas across Intelligent Investing, Orion’s wealth product, and Mogo, Orion’s lending product.
• Help the business understand customer behavior, product performance, funnel health, engagement, retention, risk, and operational friction.
• Analyze customer journeys across acquisition, onboarding, application flows, activation, funding, product usage, engagement, repayment, retention, support friction, and long-term customer behavior.
• Connect customer data, product behavior, survey feedback, engagement signals, marketing data, financial data, risk data, and operational data into a unified view of what is happening.
• Build datasets, dashboards, and definitions that become part of how Orion operates.
• Analyze marketing and funnel performance, including source quality, conversion, activation, retention, and downstream customer value.
• Identify where customers are dropping off, where the product is creating friction, where reporting is misleading, and where business performance is improving or deteriorating.
• Help teams understand the relationship between customer behavior, product experience, business performance, and long-term outcomes.
• Surface insights, risks, and opportunities before they become obvious.
• Define, standardize, and document KPIs so teams are making decisions from consistent and trusted metrics.
• Translate complex business logic into scalable, reusable data structures that support consistent reporting across teams.
• Use AI aggressively to accelerate analysis, automate manual work, improve documentation, generate analytical workflows, and raise the quality and speed of your outputs.
• Work with Product and Engineering to ensure key customer events, product flows, and business processes are instrumented correctly and available for analysis.
• Develop and maintain SQL to support reporting, analytics, and operational decision-making.
• Design, develop, and maintain semantic data models in Snowflake or similar platforms.
• Contribute to data modernization initiatives, including redesigning existing reporting pipelines and improving analytical datasets.
• Work with Data Engineering and Architecture to ensure analytical datasets are reliable, scalable, governed, and well-documented.
• Apply best practices for testing, monitoring, documentation, and data quality.
• Identify missing, inconsistent, or unreliable data before it becomes embedded in business reporting.
• Support the integration of analytical assets into Orion’s broader data platform.
• Bring ownership, intensity, and a bias toward action. Challenge unclear metrics, weak assumptions, inconsistent definitions, and reporting that does not reflect business reality.
• Operate as a business partner, not a report-builder. Share knowledge and strengthen analytical capability across the team.
• Grow into more complex product analytics, data modeling, platform, and AI-powered analytics work over time.

Product Insights Analyst

Trader

• Take IntelligentInvesting Securities Inc. member’s buy/sell orders, made through our app, for stocks, ETFs and other investment products, and write trade tickets
• Verify sufficient information has been provided in order to process a trade
• Ensure member orders are tagged correctly and executed as per instructions
• Provide customer service to our members on the phone, through email, and chat
• Confirm member identity in order to ensure instructions can be executed
• Process member instructions with regard to voluntary re-orgs
• Input member instructions with regard to changes in registered account beneficiaries
• Complete internal account transfers and transfers in/out of securities from/to external institutions
• Check and investigate buy/sell orders and report back to members
• Ensure proper settlement and delivery, escalating any discrepancies as required
• Maintain accurate daily records of trades
• Perform daily reconciliations with our Custodian

Licensed Trader

Data Analyst

• Own the full Lending analytics domain — from acquisition and application funnel through approval, funding, repayment, retention, and support — building the reporting foundation that helps leaders understand who uses the product, how, and where performance is improving or breaking down.
• Connect marketing, product, risk, operations, and financial data into a unified view of customer and business performance, ensuring insights reflect the full picture rather than isolated metrics.
• Design, develop, and maintain semantic data models in Snowflake that translate complex business logic into scalable, reusable structures powering consistent self-service reporting across teams.
• Build dashboards and analytical views that surface trends, friction points, and opportunities proactively — flagging issues in the funnel, product experience, or operational process before they become larger problems.
• Partner with Finance, Product, Risk, and Operations to deeply understand KPIs, business processes, and reporting needs; ensure data definitions and metrics remain standardized and trusted across teams.
• Support Wealth analytics as a secondary area, ensuring reporting approaches stay consistent across Orion's broader financial platform.
• Actively leverage AI tools (such as Claude, Copilot, Cursor, or similar) to accelerate analysis, automate repetitive work, and raise the quality and speed of your outputs.
• Develop and maintain SQL to support reporting, analytics, and operational decision-making.
• Contribute to data modernization initiatives, including redesigning existing reporting pipelines.
• Partner with Data Engineering and Architecture to ensure analytical datasets are reliable, scalable, and well-governed.
• Apply best practices for testing, monitoring, documentation, and data quality.
• Support the integration of analytical assets into Mogo’s broader data platform.
• Share knowledge and help strengthen analytical capabilities across the team.
• Grow into more senior responsibilities over time, including ownership of more complex modeling and AI-powered analytics initiatives.

Financial Planning and Analysis

• Own accounting for a registered investment fund entity within a dual-listed public company
• Work directly with finance leadership in a lean, high-accountability environment
• Develop expertise in IFRS, financial instruments, IFRS 9/ECL, and fund accounting
• Gain exposure to lending, payments, wealth, treasury, and public-company reporting
• Support consolidations across multiple entities and business lines
• Contribute to finance transformation, automation, and AI-enabled workflows
• Mentor one direct report while developing your own leadership capabilities

Product Insights Analyst

Licensed Trader

Data Analyst

Finance Manager