Data Import Specialist (Investment Finance) (remote)
Colorado, Denver, United States of America
- Pay
- Salary not listed in the saved posting
- Work setup
- Unconfirmed
- Employment
- Unconfirmed
Tools in this posting
- SQL
- AWS
- C#
Source — Tool mentions in context
- 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
- Knowledge of FTP and data transfer tools server access - Knowledge of scripting tools, SQL, coding skills What remote tools do we use?
- 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
Posting record
Report an error- Status in our records
- Live
- First seen by us
- Jun 3, 2026 · 135d ago
- Recorded sightings
- 43
- Last seen by us
- Oct 15, 2026
These dates show when we found the listing. Check the employer’s website to confirm it is still accepting applications.
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) file downloads 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
Your next step
- Have your CV and examples of relevant work ready.
- Check the listed location, eligibility and core experience before starting.
- Ask the employer about the salary range before committing time to the process.
Complete your application on finfolio.freshteam.com. The employer’s form will show what is required.
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Source details
Source notes
Source excerptsSelected passages from the saved posting. Check the full description for conditions and exceptions.
- Pay
No pay amount identified in the saved description.
- Location & working pattern
Colorado, Denver, United States of America
- Our software reports, trades, and bills investment accounts - 100% remote company with great benefits - Startup, small-company atmosphere
More source context
- 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
More relevant text appears in the full description.
- Work authorization
No clear work-authorization passage found. Eligibility is unconfirmed.
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