Associate, Margin Supervision - Remote

Overview

The Margin Supervision team at Wealthsimple operates in a fast-paced, collaborative environment where priorities shift quickly to address market changes and client needs. This role involves monitoring client margin accounts, resolving deficiencies, and enhancing processes while embracing Wealthsimple's values.

In Short

• Be responsible for daily execution of operational activities related to margin supervision.
• Monitor and manage risk within margin accounts holding complex derivatives.
• Ensure appropriate management of client level and firm level concentration risk.
• Take remedial actions on under-margined accounts.
• Adjust margin requirements based on market conditions.
• Perform periodic testing on client margin accounts.
• Prepare presentation materials on margin lending activities.

Requirements

• 1-3 years of experience in a similar capacity with complex derivatives.
• Margin expertise and knowledge of CIRO IDPC 5000 rules.
• Strong analytical and problem-solving skills.
• Ability to retrieve and analyze data using SQL.
• Excellent interpersonal skills and collaboration.
• Strong communication skills.
• Ability to excel in a fast-paced environment.

Benefits

• Opportunity to work with a leading fintech company.
• Collaborative and inclusive team culture.
• Impactful role in a dynamic environment.