Remote Associate, Trading & Operations

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