Senior Analyst, Investment Research

About Wealthsimple

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. We’re just getting started.

We’re looking for someone who thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done.

Be a part of our Canadian success story and help shape the financial future of millions. Read our Culture Manual and learn more about how we work.

About The Investment Research Team

The Investment Research Team is at the core of every investment product designed at Wealthsimple. Our team combines deep market expertise with strategic vision, developing best-in-class investment strategies that serve our growing client base. We analyze financial products and securities with a data-driven approach, ensuring our offerings meet client needs while aligning with our mission to empower people with financial freedom.

In this Senior Analyst, Investment Research role, you will have the opportunity to:

• Build and manage best-in-class private asset offerings for Wealthsimple clients.
• Collaborate across teams—including Product, Marketing, Sales, and Engineering—to support high-priority initiatives.
• Translate investor needs into clear requirements and analyses that inform key investment and business decisions.
• Stay ahead of private market trends to ensure our investment products remain competitive and innovative in the retail wealth management space.
• Take ownership and deliver results—we believe in shipping fast and learning along the way.
• Work remotely, from anywhere in Canada (our offices are in Toronto, but we are a remote-first workforce).

What you’ll bring:

• 2–4 years of relevant private markets experience, particularly in manager selection and ongoing monitoring, with demonstrated strength in research, analytical, and quantitative skills.
• Analytically strong—you leverage data to drive insights and strategy.
• A creative, independent problem solver—you find solutions where others see roadblocks.
• An effective communicator—you articulate ideas clearly and collaborate seamlessly with stakeholders.
• Adaptable and resilient—you thrive in a fast-paced, ever-evolving environment.
• Committed to continuous learning—you welcome feedback and actively seek growth opportunities.
• A team player—you’re passionate about helping those around you succeed.

Key skills/competency

• Private Markets
• Manager Selection
• Investment Strategy
• Financial Analysis
• Quantitative Skills
• Data-Driven Insights
• Problem Solving
• Communication
• Stakeholder Collaboration
• Continuous Learning