Full-Time Senior Associate, Investment Research
Wealthsimple is hiring a remote Full-Time Senior Associate, Investment Research. The career level for this job opening is Experienced and is accepting Canada based applicants remotely. Read complete job description before applying.
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Wealthsimple is helping everyone achieve financial freedom. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone.
The Investment Research Team is the heart of all Investment products designed by Wealthsimple. We deeply understand markets and financial securities, and develop best-in-class strategies and products that meet the needs of our expanding client base.
In this role you'll have the opportunity to:
- Fully own, oversee, and evolve our strategic asset allocation process through a data-driven analytical approach.
- Define approaches and establish investment guidelines for tactical adjustments to broad asset allocations.
- Identify optimal security selection and trade execution logic to ensure maximally efficient asset portfolios.
- Establish proper internal and external benchmarking, and monitor performance and attribute deviates relative to defined benchmarks.
- Develop an expert-level understanding of the asset allocation principles and practices among peers, competitors, and institutional allocators.
- Own and socialize an understanding of the retail wealth management product space to ensure our products are competitive in the marketplace.
- Partner with our Product, Marketing, Sales, and Engineering teams to lead work across some of Wealthsimple’s highest priority efforts
- Take ownership and ship it
Work where you are (while our Canadian offices are located in Toronto, we are a remote-first workforce)
Skills and experience we’re looking for:
- Strong strategic investment expertise
- Minimum of 3 years of experience in strategic asset allocation or portfolio management
- Ability to communicate investment concepts and strategy to internal and external stakeholders (clients and business partners)
- Creative, independent, and driven problem solver
- Able to articulate their stance in a manner that effectively collaborates with different stakeholders
- Eager to teach and learn from your team. We value making each other successful!
- Is a lifelong learner. You’re constantly learning seeing and welcoming feedback to continue improving yourself and your craft