Analyst - Data Services

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Quick Summary

Overview

Analyst - Data Services Solovis is a leading portfolio management and analytics platform helping institutional investors navigate today’s complex global markets with clarity and confidence.

Key Responsibilities

Source, process, and validate investment data from financial statements, custodians, and third-party providers to support portfolio analytics and client reporting Perform reconciliations and quality checks to ensure completeness and accuracy of…

Requirements Summary

Bachelor degree or equivalent experience Strong attention to detail and a high bar for accuracy, consistency, and data quality Analytical mindset with the ability to work through complex information and identify discrepancies Comfort working with…

Technical Tools

OtherAnalyst

Analyst - Data Services

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.

As an Analyst in the Analyst Services organization, you play a vital role in transforming complex investment data into accurate, timely, and reliable insights that power the Solovis Portfolio Analytics platform. Analysts ensure that investment data across public markets, private markets, and operational workflows is complete, validated, and ready for client use.

You will support data delivery and quality across the full lifecycle of our analytics process, from document retrieval and data extraction to reconciliation and reporting. Analysts are expected to leverage AI tools and automation to drive efficiency, surface insights faster, and continuously improve data quality and processes. Analysts work within defined workflows and service level standards, contributing directly to the accuracy, scalability, and client value of Solovis data services.

Responsibilities

~1 min read

→Source, process, and validate investment data from financial statements, custodians, and third-party providers to support portfolio analytics and client reporting
→Perform reconciliations and quality checks to ensure completeness and accuracy of investment data while maintaining compliance with internal quality standards
→Monitor workflow queues and deliverables to meet defined service level timelines and throughput expectations for assigned clients, funds, or datasets
→Collaborate with cross functional teams such as Operations, Document Management, and Portfolio Services to resolve exceptions and ensure data accuracy across the platform
→Use AI and automation thoughtfully to streamline work, surface insights, and continuously improve data quality and process efficiency
→Contribute to continuous improvement by identifying data issues and suggesting process or automation enhancements that improve efficiency and quality

Requirements

~1 min read

Bachelor degree or equivalent experience
Strong attention to detail and a high bar for accuracy, consistency, and data quality
Analytical mindset with the ability to work through complex information and identify discrepancies
Comfort working with structured data, documents, and defined workflows
Disciplined, organized executor who can manage priorities and meet service level standards
Curious and adaptable learner who embraces new tools, AI, automation, and process improvements
Clear communicator and collaborative team player who asks thoughtful questions and escalates issues appropriately

We want to make sure this is a great fit for both you and us. If you're invited to the next stage, you'll first complete a couple of quick aptitude and personality assessments before chatting with a recruiter. Don't worry - everyone here takes them, all the way up to our CEO. The invite will come from our system (Hirebridge) through a no-reply email address, so keep an eye on your inbox (and maybe your spam folder, just in case).

Artificial intelligence (AI) technology may be used during the hiring process to record, transcribe, analyze, and rank interview responses. By submitting your application and participating in the interview process, you acknowledge and consent to the use of AI technology in the hiring process.