Your career is an investment that grows over time!Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money.
Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone.
We’re the largest fintech company in Canada, with over 3 million users who trust us with more than $30 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.
About the role As a Capital Markets Manager, you will work as a strategic partner within the Treasury team and interact directly with banking, lenders, investors and capital markets counterparties and key functional leaders within Wealthsimple to support Treasury initiatives and broader product launches.
As a trusted advisor, you will provide advice and collaborate with leaders in product, operations, trading, finance, legal, regulatory & compliance to find creative solutions to complex problems.
In this role, you will have the opportunity to :
- Manage bank and trading counterparties partnerships as well as agreement negotiations and credit reviews to support both Treasury initiatives and new product launches.
- Foster and deepen trading counterparties and bank partner relationships and identify new partnership opportunities.
- Coordinate trading counterparties onboarding with close collaboration with securities lending desk, operations, legal, and compliance teams.
- Identify and manage Wealthsimple’s corporate foreign currency exposure.
- Support interest rate risk, foreign exchange and price risk management; and exposure modeling.
- Propose risk mitigation strategies and provide ongoing risk monitoring.
- Be responsible for the counterparty credit risk management and collaborate with key stakeholders to execute on the framework;
seek ongoing enhancement opportunities based on industry best practice.
- Lead presentations on key treasury activities and risk metrics for internal and external stakeholders.
- Build best-in-class capital markets capabilities to enable product offering that delight Wealtsimple’s clients.
We’re looking for someone who :
- Is bringing 4-6 years of Treasury and Capital Markets experience with direct external counterparties negotiation and engagement.
- Has a passion for technology, specifically fintech.
- Has a successful track record on leading securities lending agreement negotiation and credit review process.
- Brings knowledge of capital markets funding and financing transactions such as corporate and broker-dealer various types of credit facilities.
- Has prior experience in reviewing and negotiating ISDA, lending agreements, and credit facilities.
- Has strong understanding of Treasury investment portfolio management, foreign currency risk management and counterparty credit risk assessment.
- Brings excellent interpersonal skills to manage external bank and trading counterparties relationships.
- Is highly effective at working in close collaboration with various internal business partners.
- Has strong communication skills and the ability to explain complex concepts effectively to non-Treasury audiences.
- Has strong analytical and problem-solving skills with superior attention to detail.
Why Wealthsimple? Competitive Salary with top-tier health benefits and life insurance Retirement savings matching plan using Wealthsimple Work 20 vacation days per year and unlimited sick and mental health days Up to $1500 per year towards wellness and professional development budgets respectively 90 days away program : Employees can work internationally in eligible countries for up to 90 days per calendar year A wide variety of peer and company-led Employee Resource Groups (ie.
Rainbow, Women of Wealthsimple, Black @ WS) Company-wide wellness days off scheduled throughout the yearWe’re a remote-first team, with over 1000 employees coast to coast in North America.
Be a part of our Canadian success story and help shape the financial future of millions join us!Read our Culture Manual and learn more about how we work.
DEI Statement At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully.
We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation.
We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.