Remote Associate, Trading & Operations

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Wealthsimple

πŸ“Remote - Canada

Job highlights

Summary

The job is for a Trading and Operations Associate at Wealthsimple, responsible for managing trading operations for Managed Investing. The role involves automating processes, troubleshooting issues, and collaborating with cross-functional teams. The ideal candidate should have strong analytical skills, experience in SQL and Excel, attention to detail, process orientation, strong communication skills, and an understanding of equity markets.

Requirements

  • Strong analytical skills and problem solving
  • Must have strong experience in SQL and Excel, algorithmic outputs and data
  • Experience with delivery and leading by example; willingness to take initiative to deliver and improve on our operations
  • Attention to detail and critical thinking
  • Process orientation and initiative; a self-starter who is confident in building out processes both independently and collaboratively
  • Strong communication; ability to convey complex ideas simply and succinctly while considering the audience
  • Understanding and empathetic to the challenges of scaling a business, but excited to tackle them
  • Willingness to assist where needed outside of day-to-day responsibilities and finds satisfaction in solving complex problems
  • An understanding of equity (ETFs specifically) and FX markets

Responsibilities

  • Develop monitoring processes to ensure all managed accounts are being traded as expected
  • Work with various teams across the organization to identify and resolve gaps that could lead to accounts entering non-tradable state
  • Lead the day-to-day effort across Trading operations for Managed accounts to measure, track and improve trading workflow and associated operations
  • Lead post incident remediation in conjunction with Portfolio Managers, CS and Core Operations
  • Execute daily operational tasks for Managed Investing and collaborate with cross-functional partners across Wealthsimple
  • Troubleshoot, identify root causes and resolve issues
  • Create new and optimize existing business processes to improve our productivity and efficiency, reduce errors and transactional cost for trading processes
  • Implement and monitor metrics for critical operational processes and trading operations
  • Partner cross-functionally with the larger WS Core operations team, data science and engineering to continuously improve all upstream and downstream processes; for example, partner with the Operations and Compliance Teams on reconciliation across products and to develop and execute policies and procedures

Preferred Qualifications

CIRO registration a strong asset

Benefits

  • Competitive salary with top-tier health benefits and life insurance
  • Retirement savings matching plan using Wealthsimple Work
  • 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
This job is filled or no longer available