Treasury Expert for Capital Markets

5 days ago


Toronto, Ontario, Canada Wealthsimple Full time

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

About the Company

As one of the largest fintech companies in Canada, with over 3 million users who trust us with more than $30 billion in assets, we're looking for talented individuals who can keep up with our pace and contribute to our success. Our teams ship often and make an impact with groundbreaking ideas.

About the Role

As a Treasury Expert for Capital Markets, you will work as a strategic partner within the Treasury team and interact directly with banking, lenders, investors, and capital markets counterparties. You will provide advice and collaborate with leaders in product, operations, trading, finance, legal, regulatory & compliance to find creative solutions to complex problems.

Your Responsibilities
  • You will manage bank and trading counterparties partnerships as well as agreement negotiations and credit reviews to support both Treasury initiatives and new product launches.
  • You will foster and deepen trading counterparties and bank partner relationships and identify new partnership opportunities.
  • You will coordinate trading counterparties onboarding with close collaboration with securities lending desk, operations, legal, and compliance teams.
  • You will identify and manage Wealthsimple's corporate foreign currency exposure.
  • You will support interest rate risk, foreign exchange, and price risk management; and exposure modeling.
  • You will propose risk mitigation strategies and provide ongoing risk monitoring.
  • You will 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.
  • You will lead presentations on key treasury activities and risk metrics for internal and external stakeholders.
What We're Looking For

We're looking for someone with 4-6 years of Treasury and Capital Markets experience with direct external counterparties negotiation and engagement. A passion for technology, specifically fintech, is a must. You should have a 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 is required. Prior experience in reviewing and negotiating ISDA, lending agreements, and credit facilities is essential. Strong understanding of Treasury investment portfolio management, foreign currency risk management, and counterparty credit risk assessment is necessary. Excellent interpersonal skills are required to manage external bank and trading counterparties relationships. Highly effective at working in close collaboration with various internal business partners, you should have 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 are required.

Why Wealthsimple?

We offer a competitive salary of $110,000 - $140,000 per year, plus top-tier health benefits and life insurance. Our retirement savings matching plan using Wealthsimple Work allows you to save for your future. You will enjoy 20 vacation days per year and unlimited sick and mental health days. Up to $1500 per year towards wellness and professional development budgets respectively is available. Our 90 days away program allows employees to work internationally in eligible countries for up to 90 days per calendar year. A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS) is available. Company-wide wellness days off scheduled throughout the year ensure that you can recharge and refocus. As a remote-first team, we offer flexibility and work-life balance.



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