Note: The job is a remote job and is open to candidates in USA. Solovis is a portfolio management and analytics platform serving institutional investors. The Senior Client Delivery Analyst manages client relationships and oversees the accurate, timely delivery of investment data, performance reporting, and reconciliation outputs while resolving issues and supporting process improvements.
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
- 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
- Prior experience at organizations such as custodian banks, fund administrators, investment consultants, endowments, foundations, or private wealth firms is a plus
Benefits
- Role is fully-remote within the US.
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