Data Import Specialist (Investment Finance) (remote)

Summary

FinFolio is a SaaS company that simplifies wealth management for professional wealth managers. The Data Import Specialist will be responsible for automating processes, downloading files from financial custodians, and maintaining data systems to support the company's mission-critical software.

Responsibilities

• 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

Skills

• 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

Qualifications

Must Haves

• 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