Your career is an investment that grows over time!
Wealthsimple is on a mission to help everyone achieve financial freedom by
reimagining what it means to manage your money. Using smart technology, we take
financial services that are often confusing, opaque and expensive and make them
transparent and low-cost for everyone. We’re the largest fintech company in
Canada, with over 4 million users who trust us with more than $70 billion in
assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking
for talented people who keep it simple and value collaboration and humility as
we continue to create inclusive and high-performing teams where people can be
inspired to do their best work.
About the Investment Research Team
The Investment Research Team is the heart of all Investment products designed by
Wealthsimple. We deeply understand markets and financial securities, and develop
best-in-class strategies and products that meet the needs of our expanding
client base. Our expertise is equal parts analytical and strategic, both in
deeply understanding how financial products and securities work, as well as
building a vision for how we can apply those tools to further the financial
freedom of our clients.
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In this role you'll have the opportunity to:
- Fully own, oversee, and evolve our strategic asset allocation process through
a data-driven analytical approach.
- Define approaches and establish investment guidelines for tactical
adjustments to broad asset allocations.
- Identify optimal security selection and trade execution logic to ensure
maximally efficient asset portfolios.
- Establish proper internal and external benchmarking, and monitor performance
and attribute deviates relative to defined benchmarks.
- Develop an expert-level understanding of the asset allocation principles and
practices among peers, competitors, and institutional allocators. Own and
socialize an understanding of the retail wealth management product space to
ensure our products are competitive in the marketplace.
- Partner with our Product, Marketing, Sales, and Engineering teams to lead
work across some of Wealthsimple’s highest priority efforts
- Take ownership and ship it
- Work where you are (while our Canadian offices are located in Toronto, we are
a remote-first workforce)
What you’ll bring:
- Strong strategic investment expertise
- Minimum of 3 years of experience in strategic asset allocation or portfolio
management
- Ability to communicate investment concepts and strategy to internal and
external stakeholders (clients and business partners)
- Creative, independent, and driven problem solver
- Able to articulate their stance in a manner that effectively collaborates
with different stakeholders
- Eager to teach and learn from your team. We value making each other
successful!
- Is a lifelong learner. You’re constantly learning seeing and welcoming
feedback to continue improving yourself and your craft
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Why Wealthsimple?
?? Competitive salary with top-tier health benefits and life insurance
?? Retirement savings matching plan using Wealthsimple for Business
?? 20 vacation days per year and unlimited sick and mental health days
?? Up to $1,500 per year towards wellness and professional development budgets
respectively
?? 90 days away program: Employees can work internationally in eligible
countries for up to 90 days per calendar year
?? A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow,
Women of Wealthsimple, Black @ WS)
?? Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North
America. Be a part of our Canadian success story and help shape the financial
future of millions — join us!
Read our Culture Manual [https://www.wealthsimple.com/en-ca/culture/] and learn
more about how we work. [https://www.wealthsimple.com/en-ca/about/work-with-us]
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple,
every team member is expected to lean into new technologies, including AI, and
tooling to rethink how we work, solve problems faster, and create even greater
value. We're looking for people who are not just comfortable with change but
energized by it. Our commitment is to build a company that evolves at the pace
of the world around us, and we want you to help lead that future.
DEI Statement
At Wealthsimple, we are building products for a diverse world and we need a
diverse team to do that successfully. We strongly encourage applications from
everyone regardless of race, religion, colour, national origin, gender, sexual
orientation, age, marital status, or disability status.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any
accommodations or adjustments throughout the interview process and beyond,
please let us know, and we will work with you to provide the necessary support
and make reasonable accommodations to facilitate your participation. We are
continuously working to improve our accessibility practices and welcome any
feedback or suggestions on how we can better accommodate candidates with
accessibility needs.
