Capital Markets Manager

2 months ago


Toronto, Ontario, Canada Wealthsimple Full time
About the Role

Wealthsimple is seeking a highly skilled Capital Markets Manager to join our Treasury team. As a strategic partner, you will work closely with banking, lenders, investors, and capital markets counterparties to support Treasury initiatives and broader product launches.

Key Responsibilities
  • Manage bank and trading counterparties partnerships, including agreement negotiations and credit reviews.
  • Foster and deepen trading counterparties and bank partner relationships, identifying new partnership opportunities.
  • Coordinate trading counterparties onboarding with close collaboration with securities lending desk, operations, legal, and compliance teams.
  • Identify and manage Wealthsimple's corporate foreign currency exposure.
  • Support interest rate risk, foreign exchange, and price risk management; and exposure modeling.
  • Propose risk mitigation strategies and provide ongoing risk monitoring.
  • Be responsible for the counterparty credit risk management and collaborate with key stakeholders to execute on the framework; seek ongoing enhancement opportunities based on industry best practice.
  • Lead presentations on key treasury activities and risk metrics for internal and external stakeholders.
  • Build best-in-class capital markets capabilities to enable product offerings that delight Wealthsimple's clients.
Requirements
  • 4-6 years of Treasury and Capital Markets experience with direct external counterparties negotiation and engagement.
  • Passion for technology, specifically fintech.
  • Successful track record on leading securities lending agreement negotiation and credit review process.
  • Knowledge of capital markets funding and financing transactions such as corporate and broker-dealer various types of credit facilities.
  • Prior experience in reviewing and negotiating ISDA, lending agreements, and credit facilities.
  • Strong understanding of Treasury investment portfolio management, foreign currency risk management, and counterparty credit risk assessment.
  • Excellent interpersonal skills to manage external bank and trading counterparties relationships.
  • Highly effective at working in close collaboration with various internal business partners.
  • Strong communication skills and the ability to explain complex concepts effectively to non-Treasury audiences.
  • Strong analytical and problem-solving skills with superior attention to detail.
Why Wealthsimple?

Wealthsimple offers a competitive salary, top-tier health benefits, and life insurance. We also provide a retirement savings matching plan, 20 vacation days per year, and unlimited sick and mental health days. Additionally, we offer up to $1500 per year towards wellness and professional development budgets, and a 90-day away program for employees to work internationally in eligible countries.

We're a remote-first team with over 1000 employees coast to coast in North America. We're committed to building a diverse and inclusive team and strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.



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