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Multi-asset class portfolio management for global investment organizations

Data Analyst

$40k – $50k • 0.0% – 0.25%
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Working at Solovis
Solovis is leading fintech innovation for institutional investors with a powerful cloud-based platform for multi-asset class portfolio management, reporting and analytics –uniquely designed for the limited partner 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.

Solovis is on a mission to set a new industry standard for institutional investment management. To do that, we must continue disrupting the industry with transformational technology. Since our co-founders started the company in 2013, Solovis has experienced explosive growth and now has offices in Dallas, Charlottesville and San Francisco. And we’re not done growing yet. At Solovis, we provide employees with a rewarding corporate culture built around growth, innovation, training and the opportunity to shape the future of our product and the financial industry.

The Position
We are seeking a Data Analyst to join our growing team. Data Analysts make up a critical component of our client implementation team, as Solovis clients need good historical data in order to maximize the power of the Solovis platform. Our Data Analysts embrace the challenge of analyzing, interpreting, transforming and loading large data-sets. They are responsible for complex data analysis and problem solving, project organization and documentation, and client support and training.

Solovis is a performance-driven culture; our staff are comfortable in an entrepreneurial, hands-on, team-based environment; they value personal accountability and take responsibility for delivering results that meet or exceed expectations.

Managing multiple projects, responsibilities and competing priorities.
Creating and maintaining comprehensive project documentation.
Participating in weekly client meetings.
Presenting data findings and working with other members of the Implementation team to identify
and implement strategies that will address tactical and strategic client goals.
Analyzing and communicating client’s business and reporting requirements.
Assisting with client reporting and dashboard creation.

You’ll start by going through a “boot camp” where you’ll learn about our software and the investment
industry. Then you’ll spend your days working in spreadsheets; extracting, segmenting, and interpreting
financial data. You need to be the kind of person who takes pride in receiving a large mass of messy data
and producing a neat, accurate portfolio model in our system.

People who love this job:
Love details.
Are at ease with numbers.
Quickly become familiar with investment reporting including back office / accounting and front office / performance, exposure, liquidity, etc..
Are forward-thinking and able to identify gaps in requests and how that may impact future decisions.
Enjoy suggesting strategies to meet process improvement and quality objectives and continually introduce innovation to business processes through data analysis.
Can apply industry knowledge to data problems.
Learn quickly and thrive in a fast-faced environment.
Are disciplined and creative enough to follow a checklist without being constrained by it.
Are comfortable working on their own or in a group setting.
Want a job where they can learn new things every day.
Live in or are willing to relocate themselves to Charlottesville, VA.

Minimum, Undergraduate Degree (preferably in Finance, Economics, Mathematics or related).
Have two or more years’ relevant experience within the investment or financial industry.
Strong interpersonal skills, be self-motivated, have a strong desire to learn, and be adaptable to a fast paced, ever-changing environment.
Self-starter who can plan their own work to meet deadlines.
Excellent verbal and written communications skills to explain data analysis findings.
Strong Excel skills.

Solovis is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind: Solovis is committed to the principle of equal employment opportunity and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Solovis are based on business needs, job requirements and individual qualifications, without regard to national, social or ethnic origin, sex, age, physical, mental or sensory disability, sexual orientation, marital, status, past or present military service, or any other status protected by the laws or regulations in the locations where we

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