Manager, Analyst Services

 Posted 2 hours ago
     
⭐ 5-10 years experience
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AI Summary

The Manager will lead the Analyst Services team to meet quality targets and SLAs while driving process improvements through automation. They are responsible for managing data pipelines, API connections, and cross-functional collaboration to ensure efficient client onboarding and data accuracy.

Manager, Analyst Services

Solovis is a leading portfolio management and analytics platform helping institutional investors navigate todays 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, youll join a tech-forward, growth-minded team that believes in learning fast, thinking big, and delivering meaningful impact for asset owners worldwide. Our companies are not the largest or flashiest, but they are among the best-run software businesses, creating value for customers and shareholders at an accelerated pace. To date, our team has built six platform companies, each culminating in multiple liquidity transactions with multi-billion-dollar valuations.

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)
 
 
 

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