Portfolio Manager

Summary

Join Wealthsimple's Investment Research Team, the heart of their investment products, and play a pivotal role in shaping their strategic asset allocation process. You will oversee and evolve this process using a data-driven approach, define investment guidelines for tactical adjustments, and identify optimal security selection and trade execution logic. Responsibilities include establishing benchmarking, monitoring performance, and developing an expert understanding of asset allocation principles. You will also partner with various teams on high-priority initiatives. This role requires strong strategic investment expertise, at least 6 years of experience in strategic asset allocation or portfolio management, and the ability to communicate investment concepts effectively. Wealthsimple offers competitive compensation, top-tier benefits, and a remote-first work environment.

Requirements

• Strong strategic investment expertise
• Minimum of 6 years of experience in strategic asset allocation or portfolio management
• Experience defining 2-3 year vision for the asset management / strategic portfolios
• 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
• Is a lifelong learner
• You’re constantly learning seeing and welcoming feedback to continue improving yourself and your craft

Responsibilities

• 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)

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