Head of Fund Operations
4 weeks ago
Your career is an investment that appreciates over time.
Wealthsimple is dedicated to empowering individuals to attain financial independence by transforming the way they manage their finances. Through innovative technology, we simplify financial services that are typically complex, unclear, and costly, making them accessible and affordable for all. As the leading fintech firm in Canada, we proudly serve over 3 million users, managing more than $40 billion in assets.
Our teams frequently implement impactful solutions through innovative ideas. We seek skilled individuals who prioritize simplicity and value teamwork and humility as we strive to build inclusive, high-performing teams that inspire everyone to excel.
MissionThe Fund Operations team plays a crucial role in overseeing the operational aspects related to both the Alternative Investment Funds developed by Wealthsimple and any forthcoming operational fund initiatives.
In this role, you will:- Lead the Fund Operations team, overseeing the funds established by Wealthsimple Investments Inc. as an Investment Fund Manager.
- Collaborate directly with Asset Management, Compliance, Product, Trading, Tax, and R&D teams to ensure that Fund Operations processes are streamlined and adhere to industry standards.
- Supervise the team responsible for daily operational tasks that guarantee the accuracy of client and fund records.
- Establish funds from an operational standpoint, coordinating fund administration, custody arrangements, transfer agent agreements, sub-advisor documentation, and onboarding funds to Fundserv.
- Consult with legal partners to review and negotiate contracts with fund administrators and custodians.
- Advise on and identify the most efficient and sustainable methods for establishing Private Funds and Fund of Funds.
- Manage the operational aspects of wrapping a fund, collaborating with sub-advisors and facilitating direct investments.
- Work alongside legal and asset management teams on Offering Memorandums and Green Sheets.
- Utilize data analytics to pinpoint inefficiencies and propose effective solutions.
- Possess a minimum of 10 years of experience in fund management or fund administration, with a proven track record in launching new funds, onboarding funds with custodians, and collaborating with fund administrators and sub-advisors.
- Have expertise in working with middle office and tax teams to develop policies and procedures for the fund.
- Are recognized as subject matter experts in fund creation and administration, with experience working alongside custodians, transfer agents, and sub-advisors.
- Have in-depth knowledge of Fundserv from both a fund manufacturing and dealer perspective.
- Are experienced in establishing Private Funds and Fund of Funds and are knowledgeable about various liquidity measures.
- Have a background in producing Offering Memorandums and Green Sheets.
- Have experience in operationally wrapping a fund and collaborating with sub-advisors.
- Have prior experience leading a team.
- Are enthusiastic about technology, particularly in the fintech and alternative investment sectors.
- Exhibit strong organizational skills, attention to detail, and the ability to manage large datasets under tight deadlines.
- Possess excellent interpersonal skills and a positive demeanor, thriving in a collaborative environment.
- Demonstrate proficiency in Excel and familiarity with the Google suite.
- Are naturally inquisitive, seeking to understand discrepancies and uncover underlying issues.
- Embrace a challenging mindset, questioning conventional assumptions and seeking innovative solutions.
- Have a growth-oriented mindset, viewing challenges as opportunities for improvement.
- Have completed or are pursuing relevant industry certifications (CAIA, CSC, CFA, CIM, etc.).
- Possess experience or familiarity with SQL, which is an added advantage.
We offer a competitive salary complemented by comprehensive health benefits and life insurance.
Our retirement savings matching plan utilizes Wealthsimple Work.
Enjoy 20 vacation days annually along with unlimited sick and mental health days.
Receive up to $1,500 per year for wellness and professional development budgets.
Participate in our 90-day away program, allowing employees to work internationally in eligible countries for up to 90 days each calendar year.
Engage with a variety of peer and company-led Employee Resource Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS).
Benefit from company-wide wellness days off scheduled throughout the year.
As a remote-first organization, we have over 1,000 employees across North America. Become part of our Canadian success story and help shape the financial future for millions.
Explore our Culture Manual to learn more about our work environment.
DEI StatementAt Wealthsimple, we are committed to creating products for a diverse world, and we need a diverse team to achieve this successfully. We strongly encourage applications from individuals of all backgrounds, regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility StatementWealthsimple is dedicated to providing an accessible candidate experience. If you require any accommodations or adjustments during the interview process or beyond, please inform us, and we will collaborate with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously striving to enhance our accessibility practices and welcome any feedback or suggestions on how we can better support candidates with accessibility needs.
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