Senior Analyst, Investment Research

Openkrill; United States; Hybrid; USD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Health benefits

Employer match

15–20 vacation days

Wellness days

Unlimited sick days

90 days away program

Zusammenfassung

Wealthsimple is seeking a Portfolio Operations professional to conduct daily order reviews and proactively resolve trading bottlenecks within managed portfolios. You will partner with trading desks and product teams to enhance workflow efficiency and reporting.

The role emphasizes quantitative analysis, risk communication, and cross-functional collaboration across North American teams. The ideal candidate has 1-2 years in portfolio operations or financial analysis, with strong attention to

Qualifikationen

• 1-2 years of professional experience in portfolio operations, trade execution, or financial analysis within a modern financial institution or fintech setting.
• Strong analytical thinking and numerical problem-solving abilities with high attention to detail.
• Ability to clearly communicate operational risks and collaborate with investment and engineering teams.

Aufgaben

• Conduct daily order reviews for algorithm-generated trades across managed portfolios.
• Systematically review managed accounts to proactively identify and resolve bottlenecks and trading issues.
• Execute daily portfolio management and trading support tasks with a disciplined, process-oriented approach.
• Collaborate with internal trading desks, investment operations, and product teams to streamline workflows.

Kenntnisse

Analytical thinking

Quantitative skills

Attention to detail

Cross-functional communication

Jobbeschreibung

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 https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.

ABOUT THE TEAM

The Investment Research Team is at the core of every investment product designed at Wealthsimple. Our team combines deep market expertise with strategic vision, developing best-in-class investment strategies that serve our growing client base. We analyze financial products and securities with a data-driven approach, ensuring our offerings meet client needs while aligning with our mission to empower people with financial freedom.

WHAT YOU'LL DO

• Conduct thorough daily order reviews for algorithm-generated trades across managed portfolios to verify accuracy and ensure abnormal order resolution prior to submission to the trade desk.
• Perform systematic, regular reviews of managed accounts to proactively identify and resolve operational bottlenecks, workflow friction, and systemic trading issues.
• Apply a disciplined, process-oriented, and operational mindset to execute daily portfolio management and trading support tasks reliably and efficiently.
• Collaborate closely with internal trading desks, investment operations, and product teams to streamline trade execution workflows and enhance portfolio tracking capabilities.

SKILLS YOU BRING

• 1-2 years of professional experience in portfolio operations, trade execution, or financial analysis within a modern financial institution or fintech setting.
• Strong analytical thinking and quantitative problem-solving skills, with a high degree of attention to detail and an eagerness to continually learn and adapt.
• Demonstrated ability to communicate operational risks clearly and collaborate effectively across cross-functional investment and engineering teams.

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.

*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.

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.