Senior Associate, Investment Research - Remote

Overview

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. The Investment Research Team is crucial in developing best-in-class strategies and products that meet the needs of our expanding client base.

In Short

• Fully own and evolve the strategic asset allocation process
• Define investment guidelines for tactical adjustments
• Identify optimal security selection and trade execution
• Establish benchmarking and monitor performance
• Develop understanding of asset allocation principles
• Collaborate with Product, Marketing, Sales, and Engineering teams
• Take ownership and ship projects
• Work in a remote-first environment

Requirements

• Strong strategic investment expertise
• Minimum of 3 years in strategic asset allocation or portfolio management
• Ability to communicate investment concepts effectively
• Creative and driven problem solver
• Effective collaboration with stakeholders
• Eager to teach and learn from the team
• Committed to lifelong learning and improvement

Benefits

• Opportunity to make an impact in a growing company
• Collaborative and inclusive work environment
• Work from anywhere as part of a remote-first team