Financial Data Specialist at FinFolio


Financial Data Specialist (remote, full-time, early 5am EST start)

Can you wrangle hundreds of files and data feeds every day for large wealth managers? You will use a variety of tools to automate our processes and troubleshoot data problems. If you are an individual with technical aptitude and a working knowledge of investment finance you may be a good fit for our team!

Who is FinFolio?

  • We make wealth management simpler!
  • A SaaS solution that is the backoffice for professional wealth managers
  • Our software reports, trades, and bills investment accounts
  • Founded in 2008, we recently re-launched our product to rave reviews
  • 20+ employees, 100% remote employees
  • We are passionate and excited about great software and making our clients happy

What will you do at this job?

  • Starting at 5am EST, download and import data from various financial sources
  • Complete download/import tasks by 8am EST
  • Create and manage scripts and automation tools to download efficiently
  • Reconcile financial data and accounts, ensuring accuracy of data
  • Convert data from older financial systems into our system for new clients
  • Communicate with clients and vendors about daily import problems and status
  • Support FinFolio’s software, help troubleshoot data problems, reports, etc.
  • Write and improve processes and find ways to be more efficient and accurate

What qualifications would help me be successful at FinFolio?

  • Familiarity with market operations (Exchanges, stocks, bonds, etc.)
  • Excellent written and verbal communication skills
  • Must be reliable and self starting, with a strong attention to detail
  • Based in the USA, with a quiet home office and fast internet
  • Must be tech savvy, able to write scripts and use macro languages
  • Finance degree, Series 63 or equivalent experience would be great
  • Would be a plus to know FTP, SQL, DOS Batch, or REST APIs

What remote tools do we use?

  • Pragli for video, telepresence and meetings
  • Slack for intra-office communication
  • GMail for communication with clients and data vendors
  • Zenefits 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 PTO + 401K w/ match
  • Interact with interesting and successful financial advisor clients
  • Fully remote company with opportunities for advancement and more responsibility

Location: US Locations Only

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