Apply analytical thinking to daily trade reviews at Wealthsimple, supporting managed portfolios through accurate order validation and abnormal order resolution. This hybrid role is based within Wealthsimple’s North American team.
As a Senior Analyst on the Investment Research Team, you will support portfolio operations and trade execution in a contemporary fintech setting. Your work helps review financial products and securities through disciplined, data-driven processes. Collaboration spans trading desks, investment operations, product, and engineering teams.
Key Responsibilities: Review algorithm-generated trades across managed portfolios daily
Verify order accuracy before submission to the trade desk
Resolve abnormal orders before trade submission
Identify operational bottlenecks and systemic trading issues
Streamline trade workflows with internal teams
Requirements: One to two years in portfolio operations
Experience in trade execution or financial analysis
Background within a financial institution or fintech
Strong analytical and quantitative problem-solving skills
Clear communication of operational risks across teams
Bring portfolio operations, quantitative problem-solving, and detailed trade review skills to Wealthsimple’s investment products and managed portfolios.