Join the Operations team and execute daily securities lending processes with Manager, Securities Lending Operations, Trading Desk and other Operations Associates
Assist in maintaining positioning by processing returns from counterparties and supporting the loan recall process
Ensure timely loan and return settlement and resolve related issues
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 loans and recalls, and resolve discrepancies
Identify and resolve discrepancies in transactions
Perform daily and monthly reconciliation of records and assist with audit requests
Support front-office operations related to corporate actions and daily market movement
Support billing and month-end processes
Represent Wealthsimple in interactions with external counterparties and cultivate industry relationships
Support the development of operational procedures as Wealthsimple builds out its Options business
Support the treasury team with cash movements, including billing
Support the onboarding of new counterparties
Requirements
3+ years of experience working at a broker-dealer, bank, capital markets firm or pension fund
Capable of operating within tight deadlines and possess good business judgment
Strong multitasking and time management skills
Background in finance, accounting, business or a related technical field
Strong technical skills in Excel, VLookup, pivot tables (macro is a nice-to-have)
Passion about technology, specifically fintech
Excellent organizational skills and attention to detail
Ability to manage multiple priorities and meet deadlines
Strong collaboration skills and a positive attitude
Bias for action and a strong sense of curiosity
Strong communication skills; experience working with front office (trading) and external counterparties
Interest in learning about the Securities Lending business
Nice to have: Securities lending background
Nice to have: Working towards CFA, FRM
Nice to have: Settlements background, experience with CDS(PTM) and DTCC
Nice to have: Experience with Arrow, Equilend, FIS Loanet
Nice to have: Proficiency in SQL and data analytics
Benefits
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year
💊 Unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness budget
📚 Up to $1,500 per year towards professional development budget
🛫 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 year
🌐 Remote-first team with over 1,000 employees coast to coast in North America
♿ Accessible candidate experience and accommodations during interview process
Assist the Communications Operations Manager with daily operations and support Supervisors in team management. Ensure compliance and develop training programs for effective KPI attainment.
Specialist managing lifecycle events of syndicated loans for a global business in financial services. Collaborating with clients and internal teams while ensuring compliance and accuracy.
Manager of Laboratory Operations overseeing routine testing and capacity planning in a life sciences company. Ensuring compliance with GMP and regulatory guidelines.
Operations Excellence Manager at HPE overseeing quality in operations and driving improvements. Collaborating across functions to enhance business outcomes and ensure strategic alignment.
Client Operations Lead coordinating client operations and delivering support for an AI - driven startup. Engaging with high - profile clients, driving operational excellence, and building processes.
Operations Manager overseeing HVAC team operations in Columbus, OH for Apex Service Partners. Driving performance and leading a team to deliver high - quality service and operational excellence.
Operations Manager overseeing livestock embryo production and transfer at Nbryo. Responsible for daily logistics, customer management, production planning, and team collaboration.
Werkstudent in Controlling & Operations supporting project management and reporting at digital agency. Engaging in Excel and PowerBI tasks while collaborating with various teams.
Werkstudent Operations supporting digital education solutions at ubiMaster. Enhancing customer support and team collaboration while ensuring product improvement through feedback.
Ausbildung zum Operationstechnischen Assistenten in einer modernen Praxisklinik 360°. Integration in OP - Team und verantwortungsvolle Aufgaben im chirurgischen Bereich.