Associate, Investing Operations

Summary

Join Wealthsimple's Investing Operations team as an Associate and play a key role in shaping precious metals operations. You will take end-to-end ownership of settlements, drive process improvements, master settlement processes, identify and mitigate risks, and support team initiatives. The ideal candidate has demonstrated success in a fast-paced environment, preferably in Brokerage Operations, Fintech, or related fields. Excellent communication and problem-solving skills are essential. A passion for fintech and alternative investments, along with interest in tools like SQL and AI, is highly valued. Wealthsimple offers a competitive salary, top-tier health benefits, retirement savings matching, generous paid time off, wellness and professional development budgets, an international work program, and various employee resource groups.

Requirements

• Have demonstrated success in a fast-paced environment, preferably in Brokerage Operations, Fintech, Financial Institutions or other operations roles in related fields
• You're a detail-oriented problem-solver who thrives under pressure, expertly managing multiple time-sensitive tasks while quickly adapting to challenges in a fast-paced, ambiguous environment
• Excellent communicator — you are able to coordinate and collaborate seamlessly with internal teams, vendors, and partners
• Passion for the fintech and alternative investment space, always curious to dig into day-to-day issues and find smart solutions
• Interest in tools and technologies including SQL and AI

Responsibilities

• Own precious metals operations: Take end-to-end ownership of precious metals settlements and other critical brokerage back-office processes such as reconciliation
• Drive process improvements: Help us build and refine innovative processes as we scale this growing team and expand our product offerings
• Master settlement processes: Get up to speed on equity and mutual fund settlement workflows to support our full range of investment products
• Identify and mitigate risks: Proactively contribute to spotting and addressing operational risks across the team's processes and systems
• Support team initiatives: Jump in on ad-hoc projects and tasks to help the broader operations team succeed

Preferred Qualifications

• Post Graduate education in Finance
• Proficiency in SQL, General Ledgers, and Reconciliations

Benefits

• 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