Senior Analyst, Investment Research
Core
Conduct daily order reviews for algorithm-generated trades, perform systematic reviews of managed accounts to resolve operational bottlenecks, and support portfolio management and trading workflows.
Role type
Senior IC investment operations analyst
Builds
Managed investment portfolios and automated trading workflows
Domain
Fintech / Wealth Management (via careerplan.io/jobs/c5a1cbd3-f339-41bf-ba6e-3cc3362d5ae9-senior-analyst-investment-research-at-wealthsimple)
Required skills
Portfolio operations, trade execution, financial analysis, analytical thinking, quantitative problem-solving, operational risk communication
Preferred skills
Experience in modern financial institutions or fintech, cross-functional collaboration
Technologies
Algorithmic trading systems, portfolio management platforms
Responsibilities
Review daily algorithm-generated trades for accuracy, identify and resolve operational bottlenecks in managed accounts, execute daily portfolio management tasks, collaborate with trading desks and product teams to streamline workflows