Senior Analyst, Investment Research at Wealthsimple

Canada

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial Services, Investment ManagementIndustries

Requirements

2-4 years of experience in financial markets and investment research, possessing strong analytical and quantitative skills
Analytically strong—you leverage data to drive insights and strategy
A creative, independent problem solver—you find solutions where others see roadblocks
An effective communicator—you articulate ideas clearly and collaborate seamlessly with stakeholders
Adaptable and resilient—you thrive in a fast-paced, ever-evolving environment
Committed to continuous learning—you welcome feedback and actively seek growth opportunities
A team player—you’re passionate about helping those around you succeed

Responsibilities

Refine and enhance our asset allocation process using a data-driven analytical approach
Collaborate across teams—including Product, Marketing, Sales, and Engineering—to support high-priority initiatives
Translate investor needs into data models and analyses that inform key business decisions
Stay ahead of market trends, ensuring our investment products remain competitive and innovative in the retail wealth management space
Take ownership and deliver results—we believe in shipping fast and learning along the way

Skills

financial markets

investment research

asset allocation

data-driven analysis

data modeling

market trends

fintech

wealth management

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

Benefits

Health Insurance

Life Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Vacation

Unlimited Paid Time Off

Professional Development Budget

Wellness Program

Remote Work Options

Paid Holidays

Risks

Increased competition from zero-commission brokers could erode Wealthsimple's market share.

Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.

Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.

Differentiation

Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.

The company provides a seamless platform for investing, trading, saving, and tax filing.

Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.

Upsides

Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.

The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.

Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.

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