What we offer

  • Work alongside a small, highly skilled team
  • Work that informs decisions at wealth management firms
  • Pay above the industry average
  • Fully remote work in the United States
  • Contract work on a 1099 basis

What you’ll do

  • Clean, validate and reconcile client and portfolio data
  • Turn manual checks into automated workflows
  • Build dashboards and reports that support decisions
  • Work directly with firms and answer their questions

What we’re looking for

  • Proficiency in Python and Excel
  • Proficiency with LLMs such as ChatGPT or Claude
  • Proficiency in dashboards, reporting, analytics and statistics
  • Experience with Salesforce, Tamarac, Orion and/or Addepar is highly desired
  • Finance experience is helpful, not required

About Neovizio

Neovizio combines neo, Greek for “new”, with vizio, from the Latin visio, “vision”. We give wealth management firms a new vision of their data so they can make better decisions.

How to apply

Email your résumé and a brief introduction to contact@neovizio.com. Include a link to work you have built, if relevant.