Senior Client Delivery Analyst

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 technology. The team is known for its disciplined execution, humility, and curiosity, with AI at the heart of their operations.

Responsibilities

• Serve as a primary point of contact for institutional clients, managing expectations and building trust through clear, professional communication
• Oversee delivery of portfolio data, performance reporting, and reconciliation outputs to ensure accuracy and timeliness
• 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
• Partner cross-functionally to identify opportunities for process improvement as manual operational work continues to be automated

Qualifications

• Demonstrated experience managing client or stakeholder relationships in a professional services, financial services, or institutional investment context
• Background in institutional investment operations, such as experience with portfolio data, performance reporting, custodian reconciliation, or fund administration
• Prior experience at organizations like 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