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FinFolio
Denver, CO, United States
Do you obsess about making clients happy and dream of solving challenging technical and financial problems? Are you interested in quick promotion opportunities and as much responsibility as you can handle? FinFolio is the back office for large investment advisors and you will help us support our mission critical software. Who is FinFolio? We make
Job Source: FinFolioFinFolio
Denver, CO, United States
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 man
Job Source: FinFolioFoot Locker, Inc.
Denver, CO, United States
Overview Foot Locker is seeking a talented finance and accounting professional (Financial Analyst) in the Information Technology Financial Planning department. The Financial Analyst is required to be a critical thinker, detail oriented with the ability to provide support in a fast paced environment. The successful candidate will quickly assume res
Job Source: Foot Locker, Inc.bp
Denver, CO, United States
Entity: Production & Operations Job Family Group: Finance Group Job Summary: Grade H Responsible for supporting the business with accounting issues, using sound technical capabilities in controlling, performance reporting and integrated business planning, advising on policy and compliance and working independently and with relevant teams acro
Job Source: bpCreative Financial Staffing
Denver, CO, United States
About the company and the FP&A Analyst role: Company is well respected in their industry and is on a growth trajectory Collaborative, dynamic team focuses on work/life balance and the importance of family Tremendous opportunity for professional growth as this is a complex environment hybrid schedule- work in the office 3 days a week Excellent benef
Job Source: Creative Financial StaffingCreative Financial Staffing
Denver, CO, United States
About the company and the FP&A Analyst role: Company is well respected in their industry and is on a growth trajectory Collaborative, dynamic team focuses on work/life balance and the importance of family Tremendous opportunity for professional growth as this is a complex environment hybrid schedule- work in the office 3 days a week Excellent benef
Job Source: Creative Financial StaffingINDI Staffing Services
Denver, CO, United States
Recognized as the leading software development company in the Americas, our client offers 100% remote modality and an excellent work environment in which employees can thrive, and work in multicultural teams, with flexible schedules and endless growth opportunities. About the Role: We are looking for an Investment Associate to join our team and h
Job Source: INDI Staffing ServicesTechstars
Denver, CO, United States
Location: Denver, CO or New York, NY - hybrid Fund and Investment Analyst Techstars is seeking a motivated and detail-oriented Fund & Investment Analyst to join our growing team of investment professionals. In this role, you will play a vital part in supporting our fund and investment strategy by providing in-depth research, analysis, and data-d
Job Source: TechstarsDenver, CO, United States
Do you obsess about making clients happy and dream of solving challenging technical and financial problems? Are you interested in quick promotion opportunities and as much responsibility as you can handle? 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? 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
What qualifications would help me be successful at FinFolio? 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
How do we work remotely? You need a quiet home office, suitable for video, telepresence and meetings
Slack & Pragli for intra-office communication (you will be on video often)
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 paid time off + 401K match
Interact with interesting and successful financial advisor clients
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Email Alert for Software Support Analyst (Investment Finance) (remote) jobs in Denver, CO, United States
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