Client Financial Data Analyst

Client Operations Analyst Solovis builds portfolio management and analytics software for institutional investors: the endowments, foundations, family offices, and asset managers responsible for some of the most complex capital in the world. We are backed by Insight Partners and growing fast, investing in product, people, and the technology that drives client outcomes. This is a company where early-career analysts get real ownership, real exposure to institutional finance, and room to grow quickly. We're building out our client operations team and hiring analysts who combine precision, professionalism, and a hunger to work smarter. If you thrive on ownership, move fast without cutting corners, and want to be somewhere that matches that pace, this is worth a look. The Role This is a hands-on operational role. You own the fund manager data collection process end-to-end — managing outreach, tracking progress, and ensuring that institutional clients receive the accurate, timely data they depend on. You take genuine accountability for what you deliver, including when timelines slip or data comes in incomplete. Your counterparts are fund managers at some of the world's most sophisticated investment organizations. They expect professionalism and follow-through. The best analysts here earn that trust quickly and build the kind of relationships that make future collection cycles run smoother. Why Solovis Remote work flexibility Competitive pay 2nd shift hours (3:00 PM – 12:00 AM Philippines Time) Real exposure to the institutional investment world and a clear path to grow with the team What You'll Do Manage professional outreach to fund managers to collect data and documents required for Solovis client reporting Serve as the day-to-day liaison between clients, fund managers, and internal operations Track outreach progress, manage timelines, and flag delays before they become problems Use available tools and systems to reduce manual overhead and improve throughput across high-volume collection cycles Ensure all collected data meets accuracy and completeness standards before delivery to clients Contribute consistently to team throughput and take ownership of quality over time What We're Looking For Core Experience 1+ years of experience in a data analysis, operations, or client-facing coordination role Proficiency in Excel Demonstrated ability to manage high-volume workloads with attention to detail and without sacrificing quality Strong written and verbal communication — you're comfortable reaching out to external counterparts and representing client standards Nice to Have Background or degree in finance, accounting, economics, or a related field Familiarity with the institutional investment space — endowments, foundations, family offices, fund managers, or similar Experience working with or adjacent to portfolio reporting, investment data, or financial operations Interview Process We want this to be a great fit for both sides. After applying, you'll complete a short set of assessments (EPP/UCAT) along with a practical work exercise focused on Excel proficiency, before connecting with a recruiter. 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.