Associate, Trading & Operations - Managed Investing

August 2

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Wealthsimple

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Powerful financial tools to help you grow and manage your money.

wealth manager • financial advisor • investment manager • portfolio manager • investment adivsor

501 - 1000

💰 Private Equity Round on 2021-05

Description

• Develop monitoring processes to ensure all managed accounts are being traded as expected. • Work with various teams across the organization to identify and resolve gaps that could lead to accounts entering non-tradable state. • Lead the day-to-day effort across Trading operations for Managed accounts to measure, track and improve trading workflow and associated operations. • Lead post incident remediation in conjunction with Portfolio Managers, CS and Core Operations. • Execute daily operational tasks for Managed Investing and collaborate with cross-functional partners across Wealthsimple. • Troubleshoot, identify root causes and resolve issues. • Create new and optimize existing business processes to improve our productivity and efficiency, reduce errors and transactional cost for trading processesImplement and monitor metrics for critical operational processes and trading operations. • Partner cross-functionally with the larger WS Core operations team, data science and engineering to continuously improve all upstream and downstream processes; for example, partner with the Operations and Compliance Teams on reconciliation across products and to develop and execute policies and procedures.

Requirements

• Strong analytical skills and problem solving; a believer in knowing and understanding the numbers behind a problem. • Must have strong experience in SQL and Excel, algorithmic outputs and data. • Experience with delivery and leading by example; willingness to take initiative to deliver and improve on our operations. • Attention to detail and critical thinking • Process orientation and initiative; a self-starter who is confident in building out processes both independently and collaboratively. • Strong communication; ability to convey complex ideas simply and succinctly while considering the audience. • Understanding and empathetic to the challenges of scaling a business, but excited to tackle them. • Willingness to assist where needed outside of day-to-day responsibilities and finds satisfaction in solving complex problems. • An understanding of equity (ETFs specifically) and FX markets • CIRO registration a strong asset