Client Operations Analyst
Solovis builds portfolio management and analytics software for institutional investors: the endowments, foundations, family offices, and asset managers responsible for some of the most complex capital in the world. We are backed by Insight Partners and growing fast, investing in product, people, and the technology that drives client outcomes. This is a company where early-career analysts get real ownership, real exposure to institutional finance, and room to grow quickly. We're building out our client operations team and hiring analysts who combine precision, professionalism, and a hunger to work smarter. If you thrive on ownership, move fast without cutting corners, and want to be somewhere that matches that pace, this is worth a look.
The Role
This is a hands-on operational role. You own the fund manager data collection process end-to-end — managing outreach, tracking progress, and ensuring that institutional clients receive the accurate, timely data they depend on. You take genuine accountability for what you deliver, including when timelines slip or data comes in incomplete.
Your counterparts are fund managers at some of the world's most sophisticated investment organizations. They expect professionalism and follow-through. The best analysts here earn that trust quickly and build the kind of relationships that make future collection cycles run smoother.
Why Solovis
Remote work flexibility
Competitive pay
2nd shift hours (3:00 PM – 12:00 AM Philippines Time)
Real exposure to the institutional investment world and a clear path to grow with the team
What You'll Do
Manage professional outreach to fund managers to collect data and documents required for Solovis client reporting
Serve as the day-to-day liaison between clients, fund managers, and internal operations
Track outreach progress, manage timelines, and flag delays before they become problems
Use available tools and systems to reduce manual overhead and improve throughput across high-volume collection cycles
Ensure all collected data meets accuracy and completeness standards before delivery to clients
Contribute consistently to team throughput and take ownership of quality over time
What We're Looking For
Core Experience
1+ years of experience in a data analysis, operations, or client-facing coordination role
Proficiency in Excel
Demonstrated ability to manage high-volume workloads with attention to detail and without sacrificing quality
Strong written and verbal communication — you're comfortable reaching out to external counterparts and representing client standards
Nice to Have
Background or degree in finance, accounting, economics, or a related field
Familiarity with the institutional investment space — endowments, foundations, family offices, fund managers, or similar
Experience working with or adjacent to portfolio reporting, investment data, or financial operations
Interview Process
We want this to be a great fit for both sides. After applying, you'll complete a short set of assessments (EPP/UCAT) along with a practical work exercise focused on Excel proficiency, before connecting with a recruiter. The invitation will come from a member of our recruiting team — keep an eye on your inbox, and check your spam folder just in case.