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 ...
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 ...
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Fully Remote Role Overview: Our Agency distribution system is the cornerstone of New York Life ... The Investment Solutions Consultant (ISC) is responsible for achieving and exceeding the assigned ...
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CA ยท Remote
Fully Remote Role Overview: Our Agency distribution system is the cornerstone of New York Life ... The Investment Solutions Consultant (ISC) is responsible for achieving and exceeding the assigned ...
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Investment Associate, Teachers' Venture Growth
San Francisco, CA ยท On-site +1
$140K - $180K/yr
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Investment Associate, Teachers' Venture Growth
San Francisco, CA ยท On-site +1
$140K - $180K/yr
A flexible work environment combining in office collaboration and remote working * Competitive time ... Investments Vacancy: Current Requisition ID: 6962 #LI-JF1
Investment Associate, Teachers' Venture Growth
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$140K - $180K/yr
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Investment Analyst, Teachers' Venture Growth
San Francisco, CA ยท On-site +1
$110K - $150K/yr
A flexible work environment combining in office collaboration and remote working * Competitive time ... Investments Vacancy: Current Requisition ID: 6961 #LI-JF1
Investment Analyst, Teachers' Venture Growth
San Francisco, CA ยท On-site +1
$110K - $150K/yr
A flexible work environment combining in office collaboration and remote working * Competitive time ... Investments Vacancy: Current Requisition ID: 6961 #LI-JF1
Investment Analyst, Teachers' Venture Growth
San Francisco, CA ยท On-site +1
$110K - $150K/yr
A flexible work environment combining in office collaboration and remote working * Competitive time ... Investments Vacancy: Current Requisition ID: 6961 #LI-JF1
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Suitland, MD ยท Remote
$60K - $75K/yr
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$60K - $75K/yr
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Houma, LA ยท Remote
Due to our employees' active involvement, talent, and support, we take pride in investing in our ... Remote Sensing Technician (RST) primary duties are for field data collection of remote sensing data.
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Miscellaneous Support and Administrative Responsibilities The Accurent Investment Banking Internship is a remote position and most required assignments are completed virtually. We do not require ...
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Remote-Real Estate Investment Representative
Birmingham, AL ยท On-site +1
$15 - $18.75/hr
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Remote-Real Estate Investment Representative
Chattanooga, TN ยท On-site +1
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Remote-Real Estate Investment Representative
Chattanooga, TN ยท On-site +1
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Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom ...
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Boston, MA ยท On-site +1
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom ...
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Knoxville, TN ยท On-site +1
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Simply put, our Remote- Real Estate Investment Representative are the dealmakers of Rebuilt. You own the property acquisition's role in your market by talking directly with dozens of sellers every ...
Remote Investment information
See salary details
$22K - $39.4K
4% of jobs
$39.4K - $56.8K
14% of jobs
$60.7K is the 25th percentile. Wages below this are outliers.
$56.8K - $74.2K
32% of jobs
The median wage is $74.7K / yr.
$74.2K - $91.6K
18% of jobs
$91.6K - $109K
7% of jobs
$109.4K is the 75th percentile. Wages above this are outliers.
$109K - $126.5K
12% of jobs
$126.5K - $143.9K
9% of jobs
$143.9K - $161.3K
4% of jobs
$161.3K - $178.7K
0% of jobs
$178.7K - $196.1K
0% of jobs
$196.1K - $213.5K
0% of jobs
$22K
$97.1K
$213.5K
How much do remote investment jobs pay per year?
What Are Remote Jobs in Investment Services?
Remote jobs in investment services are typically available to analysts and consultants who have investment experience. In these jobs, you work for a bank or other financial institution from home, using the internet to obtain relevant financial and other information from a client or organization. You advise clients on how to invest their assets. Your responsibilities include processing confidential financial information, recommending investments based on historical and current data, tracking business and economic trends, and providing assessments of current market conditions. Duties such as financial planning and money management are also common in remote investment services roles.
What are remote investment jobs?
How do remote investment professionals typically collaborate with team members and clients across different time zones?
What are the key skills and qualifications needed to thrive as a Remote Investment Analyst, and why are they important?
What is the difference between Remote Investment vs Remote Financial Analyst?
| Aspect | Remote Investment | Remote Financial Analyst |
|---|---|---|
| Required Credentials | Investment certifications (CFA, CFP), finance degree | Finance or accounting degree, CFA often preferred |
| Work Environment | Investment firms, asset management companies, online platforms | Corporations, banks, consulting firms, remote setups common |
| Industry Usage | Investment management, wealth management | Financial planning, corporate finance analysis |
| Common Search/Comparison | Yes | Yes |
Remote Investment professionals focus on managing investments, analyzing markets, and making asset decisions, often working for investment firms or asset managers. Remote Financial Analysts analyze financial data, prepare reports, and support business decisions across various industries. While both roles require finance credentials and can be performed remotely, Remote Investment roles are more specialized in asset management, whereas Remote Financial Analysts have a broader scope in financial analysis and reporting.
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Full-time
Medical, Dental, Retirement
Posted 4 days ago
Key responsibilities
Download files daily from financial custodians using websites, FTP servers, and various software.
Establish daily remote connections and controls for multiple Amazon AWS machines.
Update and maintain SQL, C# and PowerShell scripts and other tools to automate downloads.
Job description
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
About FinFolio
Sourced by ZipRecruiter
Industry
Software development
Company size
11 - 50 Employees
Headquarters location
Denver, CO, US
Year founded
2008