Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 1917 days ago

Data Import Specialist (Investment Finance) (remote)

FinFolio2 open roles

Where
Denver, United States of America, Remote
Work mode
Remote
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowData Import Specialist (Investment Finance) (remote)FinFolio · Denver, United States of America, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on FinFolio's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: posted 1917 days ago

The posting

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
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against FinFolio's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on FinFolio's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    FinFolio's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.