Technology and Operations Associate
Activest Wealth ManagementHighlight
Summary
About the Role
About You
- Bachelor’s degree in computer science, Software Engineering, or a related field.
- 3+ years of experience in software development, with a strong emphasis on financial technology or wealth management platforms.
- Proficiency in programming languages and AI prompt engineering.
- Experience working with APIs, data integration, and secure financial systems.
- Familiarity with portfolio management software (Addepar, eMoney, or similar) and an understanding of financial services and wealth management.
- Strong understanding of database technologies (SQL, PostgreSQL) and cloud platforms (AWS, Azure).
- Knowledge of security best practices, especially in handling sensitive financial data and client information.
- Excellent problem-solving skills and the ability to work in a collaborative, fast-paced environment.
We are a group committed to empowering families, building legacies, and impacting lives through financial solutions designed to make a difference. With over 10 years of experience, a presence in more than 15 countries, and the privilege of guiding over 150 families on their journey to achieving their wealth goals, we offer financial advisory services rooted in close and personalized relationships. We understand that each client has unique goals and needs, which is why our team of advisors, alongside specialists in various fields, combines integrity, excellence, empathy, a human touch, and a deep commitment to crafting tailored strategies for every individual. Our international reach allows us to merge a global perspective with a local approach, adapting to the particularities of each market while upholding our purpose of serving with the highest standards. Your financial well-being and that of your family is more than a priority to us—it is our commitment.