Solovis is a leading portfolio management and analytics platform helping institutional investors navigate today’s complex global markets with clarity and confidence. Backed by Insight Partners, were building the next chapter of growth by investing in people and product to raise the bar on quality and client outcomes. Our team is driven by a culture of disciplined execution, humility, and curiosity where AI is at the core of how we operate, innovate, and serve clients. At Solovis, you'll join a tech-forward, growth-minded team that believes in learning fast, thinking big, and delivering meaningful impact for asset owners worldwide.
As an Implementation Associate in our Professional Services team, you will play a crucial role in configuring and deploying cutting-edge software solutions for a wide array of client. This role is tailor-made for those who are dynamic, organized, and eager to embark on a career path that emphasizes hands-on technical work, client interaction, and solution design. You'll work closely with clients to understand their needs, configure the software to optimize their business processes, and provide training to ensure they get the most out of our solutions. With a focus on technical excellence and customer satisfaction, you will have the chance to contribute to various projects, ensuring each implementation is successful.
- Consistently deliver projects that exceed client expectations, fostering high satisfaction and active feedback engagement.
- Deliver projects on time and within budget by effectively gathering requirements and designing solutions that meet client needs, ensuring high client value.
- Maintain a high level of billable utilization and achieve excellent customer satisfaction scores, reflecting strong project management and client service skills.
- Plays chess, not firefighting spots problems before they exist, anticipates second- and third-order downstream impacts, and selects the intervention that compounds best. Distinction: Decisive under uncertainty is acting under incomplete information; Proactive Problem Solving is the upstream act of seeing the board clearly.
- Proficiency in utilizing data and analytics to make informed decisions and drive business strategies
- Experience in a customer-facing environment.
- Academic or professional exposure to finance, economics or business.
- 25-50% travel required
- Strong Excel skills
Skills Required
- Experience in a customer-facing environment
- Academic or professional exposure to finance, economics or business
- 25-50% travel required
- Strong Excel skills
- Proficiency in utilizing data and analytics to inform decisions
What We Do
Part of Nasdaq Asset Owner Solutions, Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely designed for the asset owner community. Endowments, foundations, pensions, OCIOs and family offices leverage Solovis to transform how they collect and aggregate investment data, analyze portfolio performance, model and predict future outcomes and share meaningful portfolio insights with key stakeholders. The Solovis institutional investment management technology platform enables detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable, transparent insights that empower both operations and investment teams.
