Manager, Analyst Services
About the role
Solovis is a leading portfolio management and analytics platform assisting institutional investors in navigating complex global markets. The company is backed by Insight Partners and is committed to growth through investments in both people and product. The team fosters a culture of disciplined execution, humility, and curiosity, with AI at the heart of their operations.
Responsibilities
Own client relationships as a primary point of contact for institutional clients, setting expectations and building trust through clear, professional communication.
Lead delivery of portfolio data, performance reporting, and reconciliation outputs to ensure accuracy and timeliness across your book of clients.
Navigate escalations and resolve client issues with confidence and professionalism.
Apply working knowledge of investment operations, custodian reconciliation, and fund administration workflows to support data quality and reporting accuracy.
Work within investment data platforms and reporting tools to manage and troubleshoot client deliverables.
Drive process improvement initiatives as manual operational work continues to be automated, and help develop the team around you.
Qualifications
Demonstrated experience managing client or stakeholder relationships in a professional services, financial services, or institutional investment context (private wealth, brokerage, consulting, or similar client-facing roles all relevant).
Background in institutional investment operations, such as experience with portfolio data, performance reporting, custodian reconciliation, or fund administration.
Prior experience at organizations such as custodian banks, fund administrators, investment consultants, endowments, foundations, or private wealth firms is a plus.
Familiarity with investment data platforms, portfolio management systems, or reporting tools beyond Excel.
Strong written and verbal communication skills, with the ability to manage difficult conversations professionally.
Experience leading or mentoring analysts, or a demonstrated readiness to step into a people leadership capacity.