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Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.
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About the role:
As a Manager, Capital & Liquidity Management, you will report to the Director, Capital & Liquidity Management and work as a strategic partner within the Treasury team and interact directly with the broader Finance functions (FP&A and Accounting), Product, Operations, Data Science and key functional leaders within Wealthsimple to support effective and efficient capital & liquidity management. As a trusted advisor, you will provide advice and collaborate with leaders in product, operations, trading, finance, legal, regulatory & compliance to find creative solutions to difficult problems. You are adaptable, flexible, and thrive in a collaborative, innovative environment where two days rarely look the same.
In this role, you will have the opportunity to:
- Lead the capital and liquidity planning effort to ensure optimal positions for each material legal entity through close collaboration with data science, FP&A, product leaders and regulatory reporting teams
- Lead the contingent funding plan design, implementation and testing
- Be responsible for Wealthsimple’s capital and liquidity policies and frameworks
- Support planning, forecasting, effective allocation and optimization.
- Responsible for Wealthsimple’s overall Treasury risk management including capital & liquidity risk identification, risk assessment, monitoring and reporting and proactive management
- Drive review and assessment of key liquidity and capital assumptions to optimize financial resources while considering potential risks & vulnerabilities
- Act as subject matter expert for Treasury modeling, stress testing and scenario design
- Drive establishment of capital allocation framework and optimization strategies
- Identify asset liability management metrics to monitor and improve balance sheet efficiency and overall performance
- Monitor internal and external factors to keep within our balance sheet exposure appetite and perform periodic review and recalibration to assess thresholds/limits
- Have full understanding of capital structure, funds flow and support new initiatives and ad-hoc analysis including peer benchmarking
Skills you'll bring:
- 5-7 years of broad Treasury/Finance experience with focus on balance sheet management and financial resource optimization
- A passion for technology, specifically fintech
- Prior experience in financial