Support Wealthsimple’s managed portfolios with systematic account reviews, trade execution expertise, and careful operational risk communication. Work within a hybrid team of investment and engineering professionals.
This Senior Analyst role sits on the Investment Research Team, which develops investment strategies for Wealthsimple’s growing client base. You will perform portfolio management and trading support tasks with a process-oriented mindset. The position connects financial analysis, operational reviews, and cross-functional workflow improvements.
Key Responsibilities:
- Conduct regular reviews of managed accounts
- Proactively resolve workflow friction and operational bottlenecks
- Execute daily portfolio management support tasks
- Support trading activities reliably and efficiently
- Enhance portfolio tracking capabilities with product teams
Requirements:
- One to two years of professional experience
- Portfolio operations or trade execution experience
- Financial analysis experience in fintech or finance
- Solid attention to detail and analytical thinking
- Ability to collaborate across investment and engineering teams
Use disciplined portfolio support, account review, and risk communication skills to strengthen Wealthsimple’s trading operations.