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Wealthsimple is Canada's leading financial innovator serving over 4 million Canadians with a full suite of financial products including managed investing, trading, cryptocurrency, tax filing, and spending/saving tools. The company holds over $155 billion in assets under administration.
The Investment Research Team is core to every investment product at Wealthsimple, combining deep market expertise with strategic vision to develop best-in-class investment strategies. This role supports the team's data-driven approach to analyzing financial products and securities.
In this position, you will conduct thorough daily order reviews for algorithm-generated trades across managed portfolios to verify accuracy and ensure abnormal order resolution before submission to the trade desk. You'll perform systematic, regular reviews of managed accounts to proactively identify and resolve operational bottlenecks, workflow friction, and systemic trading issues. You'll apply a disciplined, process-oriented, and operational mindset to execute daily portfolio management and trading support tasks reliably and efficiently. Close collaboration with internal trading desks, investment operations, and product teams will be essential to streamline trade execution workflows and enhance portfolio tracking capabilities.
Wealthsimple offers top-tier health benefits and life insurance, long-term group savings with employer match, 20 vacation days plus 4 wellness days and unlimited sick/mental health days per year, and the ability to work outside Canada for up to 90 days annually. The company is hybrid with over 1,500 employees across North America and emphasizes a culture of curiosity, thoughtful innovation, and diversity.
REQUIREMENTS:
- 1-2 years of professional experience in portfolio operations, trade execution, or financial analysis within a modern financial institution or fintech setting
- Strong analytical thinking and quantitative problem-solving skills, with high attention to detail and eagerness to continually learn and adapt
- Demonstrated ability to communicate operational risks clearly and collaborate effectively across cross-functional investment and engineering teams
