Associate, Securities Lending Operations (18-month contract)

Wealthsimple Inc.; Toronto (OH); Hybride; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health benefits

Employer retirement plan

Paid time off

Work abroad option

Employee resource groups

Résumé du poste

Wealthsimple Inc. is seeking an Operations Associate to join the Securities Lending Operations team, helping manage daily lending activity, settlement, and counterparty relationships across trading and compliance.

You will work with trading desks, product, engineering, and other ops teams to ensure timely settlements, reconcile records, support corporate actions, and assist with audits, billing, and onboarding of counterparties.

Qualifications

• 3+ years of experience at a broker-dealer, bank, capital markets firm, or pension fund.
• Background in finance, accounting, or related technical field with strong business judgment.
• Strong technical skills in Excel and Google Sheets, including formulas and pivot.

Responsabilités

• Join the Operations team and work with Senior Manager and Team Lead to execute daily securities lending processes.
• Assist in maintaining positioning by processing returns from counterparties and supporting loan recall.
• Ensure timely loan and return settlement and resolve related issues.
• Collaborate with traders, product managers, engineering, and other ops teams to ensure timely trade flow and settlement.
• Communicate with counterparties via email or calls to execute loans/recalls and resolve discrepancies.
• Identify and resolve discrepancies in transactions.
• Perform daily and monthly reconciliation and assist with audit requests.
• Support front-office operations related to corporate actions and daily market movement.
• Support billing and month-end processes.
• Represent Wealthsimple in interactions with external counterparties and cultivate relationships.
• Support development of operational procedures as we build out our Options business.
• Assist treasury with cash movements, including billing.
• Support onboarding of new counterparties.

Connaissances

Broker-dealer/Capital markets

Finance background

Excel & Sheets

Formation

Bachelor's degree in Finance/Accounting/Business

Outils

Excel

Google Sheets

Description du poste

Build something people love

Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.

We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.

About the role

Wealthsimple Operations Associates own and scale processes intelligently, with analytics, grit, and grace. We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our clients' on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners — we believe that simple is better, and we do what's right for each client.

About the team

Operations is the team that makes everything run. We own the systems, processes, and day-to-day execution that keep Wealthsimple functioning at scale — across trading, client support, compliance, and beyond. Within Operations, the Securities Lending Operations team works directly with the Trading Desk and other Operations Associates to manage daily lending activity, settlement, and counterparty relationships. We're a high-ownership team that works closely with Product, Finance, and the business to close gaps, reduce friction, and build for scale.

In this role you'll have the opportunity to:

• Join the Operations team, and work directly with our Senior Manager and Team Lead, Securities Lending Operations, Trading Desk, and other Operations Associates to execute on daily securities lending processes

• Assist in maintaining positioning by processing returns from counterparties and supporting the loan recall process

• Work to ensure timely loan and return settlement, and resolve related issues

• Collaborate with traders, product managers, engineering, and other operations teams to ensure effective and timely trade flow and settlement

• Communicate with counterparties via email or on calls to execute on loans and recalls, and resolve discrepancies

• Identify and resolve discrepancies in transactions

• Perform daily and monthly reconciliation of records and assist with audit requests

• Support front-office operations related to corporate actions and daily market movement

• Support billing and month-end processes

• Represent Wealthsimple in interactions with external counterparty and cultivate industry relationships

• Support the development of operational procedures as we build out our Options business

• Support the treasury team with cash movements, including billing

• Support the onboarding of new counterparties

Skills you bring:

• 3+ years of experience working at a broker-dealer, bank, capital markets firm, or pension fund

• A background in finance, accounting, business, or a related technical field, with strong business judgment and the ability to operate within tight deadlines

• Strong technical skills in Excel and Google Sheets, including formulas and pivot

Please note: teams in this role typically start their day around 7:30am ET. Please factor this earlier schedule into your decision to apply. We look forward to reviewing your application!

Why Wealthsimple?

Top-tier health benefits and life insurance

Long-term group savings with employer match, through Wealthsimple for Business

20 vacation days, 4 wellness days, and unlimited sick and mental health days per year

90 days away: work outside Canada for up to 90 days per year

Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS

We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.

ICYMI

Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.

Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.

AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.