FinFolio
FinFolio is a portfolio management software provider that simplifies wealth management for investment advisors and wealth managers. The platform offers features such as performance reporting, client portals, task and workflow management, billing, and real-time trading capabilities all in one application. FinFolio focuses on providing an intuitive user experience and extensive customization options, allowing firms to tailor the software to their specific needs while integrating with various systems for enhanced functionality.
Portfolio Management • Customizable Client Performance Reporting • Data Reconciliation Errors and Alerts • Intuitive User Interface • Trading/Rebalancing
Data Import Specialist - Investment Finance
March 29
FinFolio
FinFolio is a portfolio management software provider that simplifies wealth management for investment advisors and wealth managers. The platform offers features such as performance reporting, client portals, task and workflow management, billing, and real-time trading capabilities all in one application. FinFolio focuses on providing an intuitive user experience and extensive customization options, allowing firms to tailor the software to their specific needs while integrating with various systems for enhanced functionality.
Portfolio Management • Customizable Client Performance Reporting • Data Reconciliation Errors and Alerts • Intuitive User Interface • Trading/Rebalancing
📋 Description
• 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
🎯 Requirements
• 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
🏖️ Benefits
• Competitive salary + health/dental + unlimited time off + 401K match
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