Strategic Capital Markets Expert

14 hours ago

Toronto, Ontario, Canada Wealthsimple Full time

Wealthsimple is a leading fintech company in Canada, empowering individuals to achieve financial freedom through innovative money management solutions.

As a Capital Markets Manager at Wealthsimple, you will be a strategic partner within the Treasury team, collaborating closely with key stakeholders across the organization. Your primary objective will be to foster and deepen trading counterparties and bank partner relationships, while identifying new partnership opportunities to drive business growth.

This role offers an exceptional opportunity to work in a fast-paced environment, leveraging your expertise in treasury and capital markets to develop creative solutions to complex problems. You will be responsible for managing bank and trading counterparties partnerships, including agreement negotiations and credit reviews, to support both Treasury initiatives and new product launches.

About the Role

In this exciting position, you will have the chance to:

  1. Foster and deepen trading counterparties and bank partner relationships, driving business growth and revenue expansion.
  2. Manage bank and trading counterparties partnerships, including agreement negotiations and credit reviews, to support Treasury initiatives and new product launches.
  3. Coordinate trading counterparties onboarding with close collaboration with securities lending desk, operations, legal, and compliance teams.
  4. Identify and manage Wealthsimple's corporate foreign currency exposure.
  5. Support interest rate risk, foreign exchange, and price risk management; and exposure modeling.
  6. Propose risk mitigation strategies and provide ongoing risk monitoring.
  7. Be responsible for counterparty credit risk management and collaborate with key stakeholders to execute on the framework; seek ongoing enhancement opportunities based on industry best practices.
  8. Lead presentations on key treasury activities and risk metrics for internal and external stakeholders.
  9. Build best-in-class capital markets capabilities to enable product offerings that delight Wealthsimple's clients.
Your Skills and Qualifications

We are looking for a seasoned professional with 4-6 years of experience in treasury and capital markets, with a proven track record in direct external counterparties negotiation and engagement. Key qualifications include:

  • A passion for technology, specifically fintech.
  • A successful track record in 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.
  • A 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.
Benefits and Perks

Wealthsimple offers a competitive salary, topped by top-tier health benefits and life insurance. Enjoy a comprehensive retirement savings matching plan, 20 vacation days per year, and unlimited sick and mental health days. You'll also receive up to $1500 per year towards wellness and professional development budgets respectively, and participate in our 90-day away program. Join our remote-first team and contribute to shaping the financial future of millions – apply now

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