Analyst, Investment Research
WealthsimplePosted 3/10/2025
Analyst, Investment Research
Wealthsimple
Job Location
Job Summary
Wealthsimple is a Canadian fintech company that empowers individuals to achieve financial freedom through transparent, low-cost financial services. The Investment Research Team plays a crucial role in designing best-in-class investment strategies, analyzing financial products, and ensuring alignment with the company's mission. As an Analyst, you will refine asset allocation processes, collaborate across teams, and translate investor needs into data models. With a remote-first workforce, flexible work options, competitive salary, and wellness benefits, Wealthsimple offers a unique opportunity to join a high-performing team and contribute to shaping the financial future of millions. By joining Wealthsimple, you will be part of a diverse and inclusive environment that values collaboration, humility, and continuous learning. With over 4 million users and $50 billion in assets under management, Wealthsimple is poised for growth and innovation in the retail wealth management space.
Job Description
In this role, you will have the opportunity to:
- 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.
- Work remotely, from anywhere in Canada (our offices are in Toronto, but we are a remote-first workforce).
Skills and experience we’re looking for
- 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.
