Source Job

$51,170–$64,062/yr
North America 4w PTO

  • Join the Operations team and take ownership of start-to-finish processing of Mutual Fund Settlements and Reconciliation.
  • Assist with projects related to improving existing processes or shipping new products.
  • Contribute to identifying and mitigating any inherent operational risks as they relate to the overall team.

Finance Fintech

10 jobs similar to Senior Associate, Investing Operations

Jobs ranked by similarity.

North America 4w PTO

  • Support leading the day-to-day operations of our Staking function, ensuring operational excellence is maintained, and key tasks are executed correctly and on time.
  • Find opportunities to strengthen our internal controls, reduce any weaknesses & risks, and help scale processes within our crypto operations team.
  • Work closely with our Compliance & Finance teams to ensure our processes, controls, and reporting are adhering to regulatory standards (i.e CIRO, OSC).

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. With over 3+ million users who trust them with more than $100 billion in assets, their teams ship often and make an impact with groundbreaking ideas. They value collaboration and humility as they continue to create inclusive and high-performing teams.

$55,000–$75,000/yr
US

  • Oversee the processing of investments and transactions.
  • Onboard and verify new clients while maintaining legal compliance.
  • Support our Investor Relations team, along with other various teams throughout the organization.

Fundrise is a financial technology company that aims to build a better financial system for the individual. Founded in 2012, they are the largest direct-to-investor real estate investment platform in the United States.

US Unlimited PTO

  • Maintain portfolio accounting data across assigned client engagements, ensuring accuracy, completeness, and timely delivery.
  • Perform daily and weekly portfolio reconciliations based on client requirements and complexity.
  • Aggregate, process, and review client investment activity to prepare the financial book of records.

Securitize is the leader in tokenizing real-world assets with $3.7B+ AUM. They are bringing the world on-chain through tokenized funds in partnership with top-tier asset managers and backed by some of the largest names in finance and technology.

North America 4w PTO

  • Support the Onboarding team by making scheduled/incoming calls to new clients.
  • Deliver an exceptional client experience by meeting each client where they are.
  • Share feedback to identify opportunities for the business and support product improvements.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They’re the largest fintech company in Canada, with over 3+ million users who trust them with more than $100 billion in assets.

North America 4w PTO

  • Execute position closures and account restrictions based on stress testing metrics.
  • Remediate uncovered options and short equity positions while monitoring accounts.
  • Monitor expiration and early assignment risk, serving as backup to automated remediation tools.

Wealthsimple aims to help everyone achieve financial freedom by reimagining how people manage their money, using technology to make financial services transparent and low-cost. They are the largest fintech company in Canada, with over 3 million users and $100 billion in assets, valuing collaboration and humility in their teams.

$110,000–$160,000/yr

  • Oversee treasury workflows across supported funds, including capital calls, distributions, and cash movements.
  • Execute regulatory filings, including Form ADV, Form D, and applicable state or Blue Sky filings.
  • Design, document, and maintain treasury and compliance controls that scale with volume.

Decile Group is transforming venture capital into a force for good in the world. They are working to launch 10,000 next-generation venture capital firms by 2030, fundamentally changing the face of venture capital.

US Unlimited PTO

  • Creation and ongoing maintenance of portfolio investment master records.
  • Processing of trades from centralized and decentralized exchanges.
  • Reconciliation of cash, positions, and profit & loss (P&L) across multiple exchanges, wallets, and custodians.

Securitize is bringing the world on-chain through tokenized funds in partnership with top-tier asset managers. It is a global, fully remote team consisting of top talent from the blockchain and financial services industries.

Canada 4w PTO

  • Manage user access, roles, and permissions and configure workflows.
  • Partner with Finance and Accounting teams to ensure systems are operating reliably.
  • Troubleshoot issues and coordinate with vendors or engineering teams to resolve incidents.

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money with smart technology.

Europe

  • Own the end-to-end lifecycle of Finom’s Savings & Investments products – from initial fixed-yield wallet to multi-asset investing.
  • Define and drive the roadmap, working closely with cross-functional teams (Engineering, Legal, Treasury, Ops, Compliance, Marketing).
  • Design scalable, compliant product mechanics (funds flow, sub-ledgering, yield logic, fallback handling, plan caps).

Finom is a European tech startup headquartered in Amsterdam, revolutionizing financial landscape for entrepreneurs worldwide, with an all-in-one financial B2B solution that integrates banking functions, accounting, financial management, and invoicing. They have around $346 million in total funding and nurture innovation and an inspiring work environment where bold ideas thrive.

Canada 4w PTO

  • Act as the lead Subject Matter Expert, handling sensitive, high-stakes relationships.
  • Mentor junior associates, refining service standards.
  • Partner strategically with Wealth Advisors to ensure a world-class Wealth Management client experience.

Wealthsimple aims to help everyone achieve financial freedom by reimagining how people manage finances. They are the largest fintech company in Canada, with over 3 million users and more than $100 billion in assets, fostering inclusive and high-performing teams.