Data Import Specialist (Investment Finance) (remote)

FinFolio; Denver (CO); Remote; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company that simplifies wealth management for investment advisors. In this role, you'll automate processes and manage data from financial custodians, ensuring accuracy and efficiency. You'll work with a passionate team dedicated to delivering a top-tier product, all while enjoying the flexibility of a fully remote environment. With competitive salary packages, unlimited time off, and a supportive atmosphere, this position offers a unique opportunity to grow your skills and make a real impact in the financial sector. If you're tech-savvy and thrive in a dynamic setting, this is the perfect chance for you.

Benefits

Unlimited Time Off

Health Insurance

Dental Insurance

401K Match

Flexible Work Hours

Qualifications

• Familiarity with market operations and financial institutions is essential.
• Strong communication skills and attention to detail are crucial.

Responsibilities

• Download and reconcile financial data daily from various sources.
• Maintain and write scripts for data automation and processing.

Skills

Attention to Detail

Communication Skills

Tech Savvy

Market Operations Knowledge

Tools

SQL

C#

PowerShell

FTP

Amazon AWS

Slack

Discord

GMail

Gusto

Google Drive

Hubspot

Job description

Are you able to wrangle millions of transactions every day? Can you help us automate and improve our processes? FinFolio is the back office for large investment advisors and you will help us support our mission critical software.

Who is FinFolio?

• We make wealth management simpler!
• A SaaS solution that is the back office for professional wealth managers
• Our software reports, trades, and bills investment accounts
• 100% remote company with great benefits
• Startup, small-company atmosphere
• Passionate and excited about great software and making our clients happy

What will you do at this job?

• Download files daily (M-F excluding stock market holidays) from financial custodians using websites, FTP servers and various software
• Must be able to start at 5AM ET each day
• Complete the daily task list by 8AM ET with a hard deadline
• Establish daily remote connections and controls for multiple Amazon AWS machines
• Maintain and write new interfaces to custodians and other data systems
• Update and maintain SQL, C# and PowerShell scripts and other tools to automate downloads
• Reconcile accounts and analyze data problems
• Communicate with clients about reconciliation problems

What qualifications would help me be successful at FinFolio?

• Must be familiar with market operations (Exchanges, stocks, bonds, financial institutions, etc.)
• Must be tech savvy
• Excellent written and verbal communication skills in English
• Must be reliable, self-starting, strong attention to detail
• Knowledge of FTP and data transfer tools/server access
• Knowledge of scripting tools, SQL, coding skills

What remote tools do we use?

• Slack for intra-office communication
• Discord for presence and internal meetings
• GMail for communication with clients and data vendors
• Gusto for HR and payroll
• Google Drive for documents, spreadsheets, etc.
• Hubspot for contact management and help desk

Why should you work here?

• Work with a team that is excited and passionate about what they do
• Help support an amazing, best-in-class product that is fun to use
• Competitive salary + health/dental + unlimited time off + 401K match
• Interact with interesting and successful financial advisor clients