Director of Home Lending
WealthfrontSalary not specified
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, FintechIndustries
Requirements
Candidates should possess 3+ years of experience working at a broker-dealer, bank, capital markets firm, or pension fund, and a background in finance, accounting, business, or a related technical field. Strong multitasking and time management skills are required, along with proficiency in Excel, VLookup, and pivot tables (macro experience is a plus). Candidates should also demonstrate excellent organizational skills and attention to detail, and possess a bias for action and a strong sense of curiosity.
Responsibilities
The Associate, Securities Lending Operations will assist in maintaining positioning by processing returns from counterparties and supporting the loan recall process, ensuring timely loan and return settlement, and resolving related issues. They will collaborate with traders, product managers, engineering, and other operations teams to ensure effective and timely trade flow and settlement, communicate with counterparties via email or on calls to execute on loans and recalls, and resolve discrepancies. The role involves identifying and resolving discrepancies in transactions, performing daily and monthly reconciliation of records, assisting with audit requests, supporting front-office operations related to corporate actions and daily market movement, supporting billing and month-end processes, representing Wealthsimple in interactions with external counterparties, supporting the development of operational procedures, and supporting the treasury team with cash movements, including billing. They will also support the onboarding of new counterparties.
Skills
Securities Lending
Trade Settlement
Reconciliation
Discrepancy Resolution
Client Communication
Process Management
Collaboration
Data Analysis
Wealthsimple
Digital platform for investing and financial management
About Wealthsimple
Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies and a straightforward tax filing service that is designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on young professionals and tech-savvy individuals, providing a digital platform that is easy to navigate and understand. The company's goal is to simplify financial management, making it accessible to everyone by using technology to create a more personal and approachable experience in finance.
Toronto, CanadaHeadquarters
2014Year Founded
$826.6MTotal Funding
LATE_VCCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees