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
Software Support Analyst - 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
• Discuss investments and software functionality with wealth manager clients • Provide technical support by resolving issues and questions by phone and email • Give webinars and 1-on-1 training to clients • Implement new clients by converting data from their old software • Assist in testing products with new software releases • Help troubleshoot software bugs and work with development team to make fixes • Build processes and procedures to help new team members • Write and maintain documentation and articles about software functionality
🎯 Requirements
• Familiar with market operations (Exchanges, stocks, bonds, etc.) • Excellent written and verbal communication skills in English • 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 a plus to know FTP, SQL, DOS Batch, or REST APIs
🏖️ Benefits
• Competitive salary + health/dental + unlimited paid time off + 401K match
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