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, we're 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.
Key Responsibilities
- Lead and hold team accountable to SLAs, quality targets, and throughput goals.
- Build/maintain automation (Alteryx, Power Automate, Python) to increase straight-through processing.
- Manage document retrieval, data feed integrations, API connections, and failure alerting.
- Own extraction, mapping, enrichment, and QA/QC across public, private, and operational asset classes.
- Track KPIs (SLA adherence, accuracy, uptime, automation coverage, cycle time).
- Recruit/cross-train team to build bench strength and reduce single points of failure.
- Partner cross-functionally with Data Ops, Data Processing, Client Delivery, and Professional Services (new fund/client onboarding).
- Drive process improvements to reduce recurring errors and rework.
Competencies
- Disciplined Execution & Accountability
- Team Development & Coaching
- Process Improvement Mindset
- Cross-Functional Collaboration
- Data-Driven Decision Making
- Change Management & Adaptability
- Root Cause Problem Solving
- Clear & Concise Communication
Skills
- Workflow Automation & Orchestration (Alteryx, Power Automate)
- Data Integration & Pipeline Management (APIs, file transfer, feed monitoring)
- Data Extraction, Mapping & Enrichment
- Document Management & Classification
- KPI & SLA Management
- AI & Intelligent Automation Fluency (OCR, NLP, classification models)
- Team Capacity Planning & Resource Allocation
- Investment Data Domain Knowledge (asset management/fund admin a plus)
Interview Process
We want this to be a great fit for both sides. After applying, you'll complete a short set of aptitude and personality assessments before connecting with a recruiter. Everyone goes through them, from interns to our CEO. 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.
Skills Required
- Build and maintain automation using Alteryx, Power Automate, and Python
- Manage document retrieval, data feed integrations, API connections, and failure alerting
- Perform data extraction, mapping, enrichment, and QA/QC across asset classes
- Track and report KPIs and SLA adherence, including uptime, accuracy, automation coverage, and cycle time
- Recruit, cross-train, and develop team; capacity planning and resource allocation
- Drive process improvements to reduce recurring errors and rework
- Partner cross-functionally with Data Ops, Data Processing, Client Delivery, and Professional Services
- Experience with AI and intelligent automation technologies (OCR, NLP, classification models)
- Document management and classification experience
- Investment data domain knowledge (asset management or fund administration)
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.
