Wealthsimple

Director, Capital Markets - Treasury

Wealthsimple

full-time

Posted on:

Origin:  • 🇨🇦 Canada

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Job Level

Lead

About the role

  • Develop, execute, and manage Wealthsimple's Corporate and Brokerage capital structure strategy, with a focus on debt structure optimization
  • Lead banking, lender, investor, and capital markets counterparty negotiations to support both Treasury initiatives and new product launches via structuring capital markets products and transactions, including financing
  • Foster and deepen banking partners relationships and identify new partnership opportunities
  • Oversee Wealthsimple’s Treasury investment portfolio to propose investment plan, execute strategy, monitor portfolio performance and perform appropriate rebalancing
  • Propose hedging strategies and work with the Controllers team to ensure proper accounting treatment
  • Bring innovative solutions to all aspects of the role and Treasury & Capital Markets team, to enable Wealthsimple products to be best in-class to address our client’s needs
  • Maintain and enhance Wealthsimple’s Investment Policy and corporate investment strategy
  • Build best-in-class capital markets capabilities to enable product offering that will delight Wealtsimple’s clients

Requirements

  • A passion for Wealthsimple, fintechs, technology, and AI
  • An ability to thrive in a fast-paced and highly ambiguous settings, building products and processes from the ground up with limited guidance
  • 10+ years of experience in Treasury, Capital Markets, and Corporate Finance - Debt Capital Markets, Leveraged Finance or Investment Banking experience is a strong asset
  • A demonstrated ability to manage external strategic relationships with banks, lenders, investors, and capital markets counterparties, including leading complex negotiations
  • A deep understanding of capital markets financing, debt structuring, and capital structure optimization; and a track record of successfully structuring complex financing transactions and executing new facilities from front to back
  • Prior experience in leading negotiations on various types of financing agreements, credit facilities, and ISDA’s
  • A deep understanding of Treasury investment portfolio management (capital markets and investment products) and market risk management (including, but not limited to interest rate risk management)
  • Strong communication skills and ability to distill complex concepts and its impact effectively, especially to a non-Treasury audience
  • Excellent interpersonal and stakeholder management skills to build strong collaborations and drive influence across internal and external stakeholders, leveraging existing network within capital markets, finance, and fintech industries
  • Strong strategic thinking and problem solving skills, thinking in both long and short term
  • The ability to balance superior attention to detail with delivering with speed