Remote Investments Jobs • North America

The Investment Analyst will focus on payments, real-world assets tokenization (RWAs), and broader DeFi, playing a key role in sourcing, evaluating, and supporting investments at the intersection of crypto and traditional finance. This role involves rigorous research, due diligence, and identifying early trends, as well as supporting portfolio founders.

The Investment Research Team is the heart of all Investment products designed by Wealthsimple. In this role you'll have the opportunity to fully own, oversee, and evolve our strategic asset allocation process through a data-driven analytical approach. Define approaches and establish investment guidelines for tactical adjustments to broad asset allocations. Identify optimal security selection and trade execution logic to ensure maximally efficient asset portfolios.

As an Investment Representative, execute manual trades with the Trade Desk and support the Client Success team and deliver extraordinary experiences that meet client's expectations while maintaining compliance. Support clients across all channels and solve complicated client edge cases. Deliver an amazing client experience by building a foundation of investment, personal finance and stock trading knowledge and identifying operational improvements.