Senior Analyst, Investment Research

November 18

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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

• Refine and enhance our asset allocation process using a data-driven analytical approach. • Collaborate across teams—including Product, Marketing, Sales, and Engineering—to support high-priority initiatives. • Translate investor needs into data models and analyses that inform key business decisions. • Stay ahead of market trends, ensuring our investment products remain competitive and innovative in the retail wealth management space. • Take ownership and deliver results—we believe in shipping fast and learning along the way. • Work remotely, from anywhere in Canada (our offices are in Toronto, but we are a remote-first workforce).

🎯 Requirements

• 2-4 years of experience in financial markets and investment research, possessing strong analytical and quantitative skills • Analytically strong—you leverage data to drive insights and strategy. • A creative, independent problem solver—you find solutions where others see roadblocks. • An effective communicator—you articulate ideas clearly and collaborate seamlessly with stakeholders. • Adaptable and resilient—you thrive in a fast-paced, ever-evolving environment. • Committed to continuous learning—you welcome feedback and actively seek growth opportunities. • A team player—you’re passionate about helping those around you succeed.

🏖️ 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