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Senior Associate, Investing Operations

Job in Coos Bay, Coos County, Oregon, 97458, USA
Listing for: Wealthsimple
Full Time position
Listed on 2026-01-19
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 69600 - 87000 USD Yearly USD 69600.00 87000.00 YEAR
Job Description & How to Apply Below

Why consider this job opportunity:

  • Base salary range of CAD $69,600 - $87,000, with exceptional candidates considered for above the top of the range
  • Equity compensation included, ensuring fair and consistent pay across the company
  • Top-tier health benefits and life insurance provided
  • 20 vacation days + 4 wellness days per year, along with unlimited sick and mental health days
  • Opportunity to work remotely with a flexible 90 days away program, allowing employees to work outside Canada for up to 90 days
  • Collaborative and diverse work environment with a focus on innovation and technology
What to Expect (Job Responsibilities):
  • Process mutual fund settlements and reconciliations from start to finish
  • Assist in improving existing processes and shipping new products
  • Familiarize with Canadian and US depositories CDS/DTCC and trading settlement processes
  • Identify and mitigate operational risks within the team
  • Support the team with ad-hoc tasks as required
What is Required (Qualifications):
  • Minimum of 3-4 years of experience in a brokerage environment handling mutual funds
  • Strong organizational skills with attention to detail and ability to manage multiple priorities
  • Excellent interpersonal skills and a positive attitude for a collaborative environment
  • Natural curiosity to investigate and resolve discrepancies
  • Passion for technology, specifically in the fintech sector
How to Stand Out (Preferred Qualifications):
  • Postgraduate education in Finance

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Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.

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Position Requirements
10+ Years work experience
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