Job Description

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 3 million users who trust us with more than $20 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 team

Wealthsimple Operations Associates own and scale processes intelligently, with analytics, grit, and grace. We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client\'s on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what\'s right for each client.

In this role, you will:

• Join the Operations team, and work directly with our Manager, Securities Lending Operations, the Trading Desk and other Operations Associates to execute on daily securities lending processes
• Assist in maintaining positioning by booking returns from street side counterparties, and provide support through the loan recall process
• Work to ensure timely loan and return settlement, and resolve related issues
• Collaborate with traders, product managers, engineering and other operations teams to ensure effective and timely trade flow and settlement
• Interact with counterparties via email or on calls to execute on loans and recalls, and resolve discrepancies when identified
• Reconciliation of daily and monthly books and assist with audit requests
• Assist with front office on corporate actions and daily mark to market movement
• Support billing and month end processes
• Be able to represent Wealthsimple with external parties (counterparties) and build relationships within industry
• Support the development of operational procedures as we build out our Options business
• Support the treasury team with cash movements, including billing
• Support the onboarding of new counterparties

We are looking for people who:

• Have 3+ years experience working at a broker-dealer, banks, capital markets or pension funds.
• Are capable of operating within tight deadlines and possess good business judgment. You can multitask, and manage your time well.
• Have a finance, accounting, business or similar technical background.
• Technical skills including strong working experience with excel, vlookup and pivot tables (macro is a nice to have).
• Are passionate about technology, specifically fintech.
• Are organized with a strong attention to detail. You are comfortable working on multiple priorities with the ability to meet tight deadlines.
• Have strong collaboration skills and a positive attitude.
• You have a bias for action and you are naturally curious: if something seems off, you want to figure out what\'s going on.
• Strong communication skills; you\'ll be working with front office (trading) and external counterparties.
• Interested in learning about the Securities Lending business.

Nice to haves

• Securities lending background
• Settlements background, experience with CDS and DTC

Why Wealthsimple?

\xf0\x9f\xa4\x91 Competitive Salary with top-tier health benefits and life insurance

\xf0\x9f\x93\x88 Retirement savings matching plan using Wealthsimple Work

\xf0\x9f\x8c\xb4 20 vacation days per year and unlimited sick and mental health days

\xf0\x9f\x93\x9a Up to $1500 per year towards wellness and professional development budgets respectively

\xf0\x9f\x9b\xab 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year

\xf0\x9f\x8c\x8eA wide variety of peer and company-led employee resource groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) Employee Resource Groups

\xf0\x9f\x92\x96 Company-wide wellness days off scheduled throughout the year

We\'re a remote-first team, with over 1000 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 and learn more about

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.

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