Overview

• We’re looking for a developer / data engineer to create, debug, and streamline imports of investment data from various financial sources into our SQL database.

• We already have a custom data import framework in place, built using C#, and we need to add new data sources and interfaces.

• Involves writing C# code, querying data in SQL, and reconciliation of investment finance data.

What qualifications will help me be successful at FinFolio?

• Intermediate level SQL required (SQL Server specifically a plus).

• Beginner to Intermediate level C# required.

• Excellent written and verbal communication skills.

• Must be reliable and self starting, with a strong attention to detail.

• Familiarty with IT / infrastructure is a plus.

• Investment finance knowledge is a plus.

What will you do at this job?

• Develop a custom tool to load and transform data into FinFolio’s SQL database.

• Work with various financial data from brokers and advisory systems, typically: Accounts, Transactions, Custodial Balances, Tax Lots, Securities, Prices, etc.

• Software is written in C# (with WPF), and it may need bug fixes or new features. You will be responsible for both coding these changes and coming up with your own improvements.

• You will need to reconcile data import errors by using SQL queries and FinFolio desktop software. This will involve determining why transactions are not impacting balance correctly, why account data does not match, etc.

• You may need to interact with clients to request data extracts from their current systems and work with them to make sure the correct data is extracted.

• Eventually we hope for this position to branch out and encompass a broader range of duties, including infrastructure and general software development.

Who is FinFolio?

• We make wealth management simpler!

• A SaaS solution that is the backoffice for professional wealth managers.

• Our software reports, trades, and bills investment accounts.

• Founded in 2008, we recently re-launched our product to rave reviews.

• 20+ employees, 50% are remote, grew 100% over 24 months.

• Exciting early-stage startup, adding a new client every 12 days.

• Passionate and excited about great software and making our clients happy.

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 + paid time off + 401K match.

• Interact with interesting and successful financial advisor clients.

• Fun co-working office in Denver RINO: https://www.denver.org/about-denver/neighborhood-guides/river-north-art-district/