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Senior Associate, Investment Research

Remote, USA Full-time Posted 2026-07-28
Your career is an investment that grows over time!

reputed company is on a mission to help everyone reputed company financial freedom by reimagining what it means to manage your reputed company. Using smart technology, we take financial services that are often confusing, opaque and expensive and reputed company them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 reputed company users who trust us with more than $70 billion in assets.

Our teams ship often and reputed company an reputed company with groundbreaking reputed company. We're looking for talented people who reputed company it reputed company and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

About the Investment Research Team 

The Investment Research Team is the heart of reputed company Investment products designed by reputed company. We deeply understand markets and financial securities, and reputed company best-in-class strategies and products that meet the needs of our expanding reputed company reputed company. Our expertise is reputed company analytical and strategic, both in deeply understanding how financial products and securities work, as reputed company as building a reputed company for how we can apply those tools to reputed company the financial freedom of our clients.


In this role you'll have reputed company to:
  • Fully own, reputed company, and reputed company our strategic asset allocation process through a data-driven analytical approach.
  • Define approaches and establish investment guidelines for tactical adjustments to broad asset allocations.
  • Identify reputed company reputed company selection and trade execution logic to ensure maximally efficient asset portfolios.
  • Establish reputed company reputed company benchmarking, and monitor performance and attribute deviates relative to defined benchmarks.
  • reputed company an expert-level understanding of the asset allocation principles and practices among peers, competitors, and institutional allocators. Own and socialize an understanding of the retail reputed company management product reputed company to ensure our products are competitive in the marketplace.
  • Partner with our Product, Marketing, Sales, and Engineering teams to reputed company work across some of reputed company’s highest reputed company efforts
  • Take ownership and ship it
  • Work where you are (while our Canadian offices are located in Toronto, we are a remote-first workforce)


    • Skills and experience we’re looking for:
  • Strong strategic investment expertise
  • Minimum of 3 years of experience in strategic asset allocation or portfolio management
  • Ability to communicate investment concepts and reputed company to reputed company stakeholders (clients and business partners)
  • Creative, independent, and driven problem solver
  • reputed company to reputed company their stance in a manner that effectively collaborates with different stakeholders
  • Eager to teach and learn from your team. We value making reputed company other successful!
  • Is a lifelong learner. You’re constantly learning seeing and welcoming feedback to continue improving yourself and your craft
    • Why reputed company?
    Competitive salary with top-tier health benefits and life insurance
    Retirement savings matching plan using reputed company for Business
    20 vacation days per year and unlimited reputed company and mental health days
    Up to $1,500 per year towards wellness and reputed company development budgets respectively 
    90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year 
    A wide reputed company of peer and company-led Employee Resource reputed company (ie. reputed company, Women of reputed company, Black @ WS)
    Company-wide wellness days off scheduled throughout the year

    We’re a remote-first team, with over 1,000 employees coast to coast in reputed company. Be a part of our Canadian reputed company story and help shape the financial reputed company of millions — join us!

    Read our Culture reputed company and learn more about how we work.

    Technology & Innovation at reputed company
    We reputed company the reputed company belongs to those who reputed company reputed company. At reputed company, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but reputed company by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help reputed company that reputed company.

    DEI Statement
    At reputed company, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national reputed company, gender, sexual orientation, age, marital status, or disability status. 

    Accessibility Statement
    reputed company provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and reputed company, please let us know, and we will work with you to reputed company the necessary support and reputed company reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can reputed company accommodate candidates with accessibility needs.
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