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Wealthsimple

All of your investing, made simple.

Manager, Capital & Liquidity Management

ManagerManagerFull TimeRemoteSeniorTeam 1,001-5,000Since 2014H1B No SponsorCompany SiteLinkedIn

Location

Canada

Posted

79 days ago

Salary

CA$116K - CA$145K / year

Seniority

Senior

Bachelor Degree6 yrs expEnglish

Job Description

Manager, Capital & Liquidity Management

Wealthsimple

• 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

Job Requirements

  • 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 modeling, stress testing, planning & forecasting, drafting policies & frameworks
  • Deep understanding of liquidity risk, capital adequacy and risk management
  • Knowledge of capital structure and effective balance sheet management
  • Understanding of regulatory requirements for a Canadian broker-dealer
  • Effective communication skills that are tailored to different audiences
  • Self-motivated, independent and collaborative individual that is solution and detail oriented

Benefits

  • Top-tier health benefits and life insurance
  • Long-term group savings with employer match, through Wealthsimple for Business
  • 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
  • 90 days away: work outside Canada for up to 90 days per year
  • Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS

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