Senior Associate, Investment Research

July 31

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Wealthsimple

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Finance • Fintech • Investing

Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.

501 - 1000 employees

Founded 2014

💸 Finance

💳 Fintech

💰 Private Equity Round on 2021-05

📋 Description

• 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. • 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. • The Investment Research Team is the heart of all Investment products designed by Wealthsimple. • We deeply understand markets and financial securities, and develop best-in-class strategies and products that meet the needs of our expanding client base. • Our expertise is equal parts analytical and strategic, both in deeply understanding how financial products and securities work, as well as building a vision for how we can apply those tools to further the financial freedom of our clients.

🎯 Requirements

• Strong strategic investment expertise • Minimum of 3 years of experience in strategic asset allocation or portfolio management • 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. We value making each other successful! • Is a lifelong learner. You’re constantly learning seeing and welcoming feedback to continue improving yourself and your craft

🏖️ 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