Note: The job is a remote job and is open to candidates in USA. Solovis is a leading portfolio management and analytics platform helping institutional investors navigate today's complex global markets. They are seeking a Senior Client Delivery Analyst to manage client relationships and ensure high-quality, timely delivery of investment data and reporting for institutional clients.
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
Skills
- 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
- Strong written and verbal communication skills, with the ability to manage difficult conversations professionally
- 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
Company Overview