About The Position

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 and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. And we’re just getting started. We’re looking for someone who thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done. About the Investment Research Team The Investment Research Team is at the core of every investment product designed at Wealthsimple. Our team combines deep market expertise with strategic vision, developing best-in-class investment strategies that serve our growing client base. We analyze financial products and securities with a data-driven approach, ensuring our offerings meet client needs while aligning with our mission to empower people with financial freedom. In this role, you will have the opportunity to: Build and manage best-in-class private asset offerings for Wealthsimple clients. Collaborate across teams—including Product, Marketing, Sales, and Engineering—to support high-priority initiatives. Translate investor needs into clear requirements and analyses that inform key investment and business decisions. Stay ahead of private market trends to ensure 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).

Requirements

  • 2–4 years of relevant private markets experience, particularly in manager selection and ongoing monitoring, with demonstrated strength in research, 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

  • Build and manage best-in-class private asset offerings for Wealthsimple clients.
  • Collaborate across teams—including Product, Marketing, Sales, and Engineering—to support high-priority initiatives.
  • Translate investor needs into clear requirements and analyses that inform key investment and business decisions.
  • Stay ahead of private market trends to ensure 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.

Benefits

  • Top-tier health benefits and life insurance
  • Long-term group savings with employer match using our Wealthsimple for Business platform
  • 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
  • 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
  • A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

501-1,000 employees

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