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Trainee Remote Financial Analyst Jobs in Colorado

FinFolio

Do you obsess about making clients happy and dream of solving challenging technical and financial ... Our software reports, trades, and bills investment accounts * 100% remote company with great ...

Averna

Data Analyst

Denver, CO · Remote

... financial and market benefits for clients in the aerospace, automotive, consumer electronics ... Remote work model #LI-REMOTE * Competitive benefits package and competitive total compensation * An ...

Datalab USA

Systems Analyst I

Westminster, CO · On-site +1

$60K - $73K/yr

Financial Services, Insurance, Telcom, and Travel & Leisure. We have placed in the INC 5000 list of ... Conduct remote support sessions using remote session tools and perform software and system ...

Datalab USA

Systems Analyst I

Westminster, CO · On-site +1

$60K - $73K/yr

Financial Services, Insurance, Telcom, and Travel & Leisure. We have placed in the INC 5000 list of ... Conduct remote support sessions using remote session tools and perform software and system ...

S3 Shared Services

Fraud Analyst

Englewood, CO · Remote

$52K - $60K/yr

Fraud Analyst - Remote / Colorado Applicants only Salary range: $52,000 to $60,000 annually The ... We support the credit union members with their loans, deposits and other financial needs to achieve ...

S3 Shared Services

Fraud Analyst

Englewood, CO · Remote

$52K - $60K/yr

Fraud Analyst - Remote / Colorado Applicants only Salary range: $52,000 to $60,000 annually The ... We support the credit union members with their loans, deposits and other financial needs to achieve ...

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Trainee Remote Financial Analyst information

What is the difference between Trainee Remote Financial Analyst vs Junior Remote Financial Analyst?

AspectTrainee Remote Financial AnalystJunior Remote Financial Analyst
Required CredentialsTypically pursuing or recently completed relevant degree; may lack certificationsOften holds a degree; may have basic certifications like CFA Level I
Work EnvironmentRemote, entry-level training-focusedRemote, performing basic financial analysis tasks
Employer & Industry UsageInternships, training programs, entry-level roles in financeEntry-level roles in finance firms, investment banks, or corporate finance

The main difference is that a Trainee Remote Financial Analyst is typically in a training or internship phase, focusing on learning and development, while a Junior Remote Financial Analyst has usually completed training and performs basic analysis tasks independently. Both roles are remote and entry-level, but the Junior role often requires some foundational knowledge and experience.

Can you get a job as a trainee remote financial analyst with no experience?

Entry-level trainee remote financial analyst positions often do not require prior experience, but candidates typically need a relevant degree such as finance, accounting, or economics. Strong analytical skills, proficiency with spreadsheets and financial tools, and a willingness to learn are important for securing such roles. Certifications like CFA or CPA can enhance prospects but are not always mandatory for entry-level positions.

How much does an entry-level remote financial analyst job pay?

Entry-level remote financial analysts typically earn between $50,000 and $65,000 annually, depending on the industry, location, and company size. Starting salaries may also include benefits such as bonuses and professional development opportunities, and proficiency in Excel and financial modeling can enhance earning potential.
What are popular job titles related to Trainee Remote Financial Analyst jobs in Colorado? For Trainee Remote Financial Analyst jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Trainee Remote Financial Analyst jobs in Colorado look for? The top searched job categories for Trainee Remote Financial Analyst jobs in Colorado are:
Trainee Remote Financial Analyst jobs near you

Software Support Analyst (Investment Finance) (remote)

FinFolio

Denver, CO • On-site, Remote

Full-time

Medical, Dental, Retirement, PTO

Re-posted 11 days ago

Job description

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

Apply