Job Description & How to Apply Below
As part of a leading financial platform, you'll leverage your investment banking skills to develop robust financial models and provide strategic insights across various dimensions of our business. Engage in detailed market analysis and scenario planning, supporting key stakeholder decisions that influence our future direction in the market. Your analysis will directly contribute to building compelling narratives for executive reporting.
Key Responsibilities:
• Create comprehensive 3-statement financial models with strategic forecasts
• Analyze competitor financial reports and benchmarking metrics
• Quantify total addressable markets for investment case development
• Compile KPIs and performance reports for executive stakeholders
• Conduct strategic analyses for capital allocation decisions
Requirements:
• 2-4 years in investment banking or advisory roles
• Advanced Excel expertise for financial modeling
• Deep comfort with financial documentation and analysis
• Strong communicator capable of translating complex data
• Interest in fintech industry trends
Utilize your analytical strengths to further Wealthsimple’s vision of transforming financial services across Canada.
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Position Requirements
10+ Years
work experience
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