The Company

Solovis is an innovative fintech company delivering a revolutionary Cloud platform for multi-asset class portfolio management, reporting and analytics targeted to 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. 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. Are you ready to join a winning team?

The Position

Solovis is seeking a driven Project Management professional to join its Major Accounts team. The Project Manager is an integral part of Solovis’ implementation process and will be responsible for ensuring the highest level of quality and client satisfaction. Their main role is to ensure that projects are successfully completed within the agreed budgets and timescales. This is a great opportunity for an individual to work in a high visibility position within a young and rapidly growing company.

Solovis is a performance-driven culture; we are looking for those who thrive in an entrepreneurial, hands-on, team-based environment; that value personal accountability and take responsibility for delivering results that meet or exceed expectations.

• Prepare large scale project plans for financial software implementation projects (goals, activities, schedules, resource allocation, etc.).
• Lead, plan, and coordinate project activities and meetings as well as project progress reports.
• Create and maintain project documentation throughout project lifecycle.
• Schedule and facilitate project meetings and calls, both internally and externally with clients.
• Work with project team(s) to confirm completion of required activities and communicate crucial details of upcoming events in project cycle.
• Lead presentations to clients on project updates, risks, and successes.
• Serve as a single point of contact between the client and other Solovis team members.
• Define and disseminate project success criteria to all involved parties throughout project life cycle.
• Identify and resolve issues and conflicts within the project.
• Identify and manage project dependencies and critical path.
• Proactively manage changes in project scope, identify potential crises, and devise contingency plans.

• Manage client expectations to established project goals and timelines.
• Create ongoing documentation and visualizations around process, project scope, and current project status.

Qualifications

• Bachelor’s degree required. Preferably in Finance, Economics, Computer Science (or a comparable field).
• Minimum three (3) years’ relevant business experience, preferably in the Investment, SaaS or similar environment.

• Minimum five (5) years’ experience in a project management role.
• Experience leading project teams of 3-10 individuals.

• Experience leading large-scale projects with multiple stakeholders and spanning multiple years.
• Project Management Professional (PMP) certified. (a Plus)
• Experience in different levels of demanding projects, with a proven track record in project management.

• Prior work with external clients, preferably in a project management capacity.
• Proficient in the use of MS Office applications: Outlook, Word, PowerPoint and Excel.

• Experience presenting to executive level positions both internally and externally.
• Commitment to project success as it may require working unconventional hours during critical project phases.
• Strategic mindset and ability to foresee upcoming opportunities and threats.
• Highly organized, good time management skills and detailed orientated.
• Motivation and the ability to work in a fast – paced, team – orientated environment.
• Comfortable working with senior management, decision makers and demonstrate business acumen.
• Self-motivated and ability to grasp new concepts and technical skills quickly.
• Outstanding verbal and written communication skills.
• Ability to handle multiple concurrent projects and to reconcile any conflicting priorities.

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 operate.

The Company

Solovis is an innovative fintech company delivering a revolutionary Cloud platform for multi-asset class portfolio management, reporting and analytics targeted to 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. 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. Are you ready to join a winning team?

The Position 

This position will encompass a full range of outbound B2B product marketing activities for Solovis’ cloud-based software applications, including:

• Defining market requirements that will be used to guide product management in developing software/SaaS product requirements
• Developing the necessary sales tools and product positioning to enable sales to sell the complete Solovis technology platform to the institutional investing market
• Providing direct and indirect sales support
• Acting as the organizational focal point for external positioning of the Solovis product set
• Leading full life-cycle product launch activities for new products
• Measuring and growing product profitability

Key Responsibilities

Work closely with product managers and Solovis client managers to define market requirements to drive the direction of product management/development and develop launch strategy and plan for software releases:

• Market requirement documents
• Roadmap definition
• Targeting and pricing strategy

Produce and maintain product collateral and a sales tool repository, including:

• Product fact sheets
• Demonstration storyboards
• Product Presentations (seminars, events, webcasts)
• Whitepapers
• Industry-specific collateral
• Website content

Serve as a solution and market expert for sales, partners and market influencers:

• Develop product positioning and deliver sales training
• Assist in determining product positioning, new product roll out and sales processes
• Serve as a presenter at industry events
• Serve as content owner for product-related blog posts and whitepapers

Provide sales support & market analysis:

• Provide exceptional field sales support
• Perform trend and sales analysis and continue to provide innovation through analysis
• Conduct win/loss analysis
• Provide competitive analysis
• Actively participate as member of deal team as needed

Conduct market research & analysis:

• Develop deep understanding of target markets
• Create value proposition around prospect problems; ensure we effectively differentiate Solovis solutions from the competition
• Create and maintain segmentation characteristics with which to prioritize target customers and identify needs
• Devise and support execution of strategies to accelerate sales cycles and increase adoption
• Develop understanding of key competitors and how to position against them
• Distribute market research reports with “key takeaways” section for field consumption

Requirements

Four-year college degree and 5-10 years of experience in B2B product marketing positions, marketing enterprise software and/or SaaS applications

Deep knowledge and experience in the institutional investing market, preferably with knowledge of challenges facing LPs and asset allocators (e.g. pensions, endowments, foundations, OCIOs, family offices)

Experience and ability to work effectively in a fast paced, dynamic environment; must be able to multi-task and juggle multiple high-priority projects at once

The ideal candidate will be a highly motivated self-starter who has a vision for what needs to be done and possesses the hands-on skill set to deliver on that vision

Exceptional written and verbal communication skills

Strong leadership skills, ability to motivate teams and influence on-time deliverables across the organization

Willingness to travel as needed to work with customers/prospects, industry associations and partner organizations

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 operate.

The Company

Solovis is an innovative fintech company delivering a revolutionary Cloud platform for multi-asset class portfolio management, reporting and analytics targeted to 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. 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. Are you ready to join a winning team?

The Position

We’re looking for several Operations Analysts to help fill out our team in both our Charlottesville and Dallas locations. Operations Analysts have the opportunity to join a newly formed group responsible for providing Solovis clients with ongoing support related to data and reporting. This new service evolved out of an increasing number of requests from clients who loved the output of the Solovis application, but did not have the internal staffing expertise to handle the relevant inputs. Job duties focus on interpreting and normalizing data, providing back-office services, and leading ongoing data support for a client post-implementation. Additional duties include:

• Tracking calls, distributions, subscriptions and redemptions.
• Cash flow and bank account reconciliations.
• Performance management estimates and actuals from externally managed funds.
• Reconciliation with custodians, administrators, and service providers.
• Entering exposures from private and public market funds.
• Inputting portfolio company detail from private investments.
• Entering long and short, net and gross exposures.
• Enhancing transparency from marketable funds through 13-F detail and direct transparency.
• Tracking direct investments, SMA’s and brokerage account holdings.
• Assist with loading additional data sets to support client reporting and dashboard creation.
• Develop new business processes with clients to streamline data aggregation and loading.

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 and client portals so you need to be the kind of person who takes pride in receiving and reviewing large datasets and then re-organizing them to produce a neat, accurate portfolio model in our system.

People who love this job:

• Love details
• Are at ease with numbers
• Enjoy data analysis and can identify information by categorizing, estimating, reorganizing differences or similarities, and detecting changes in circumstances or events
• Quickly become familiar with investment reporting including back office / accounting and front office / performance, exposure, liquidity, etc.
• Grasp the investment management landscape (investment managers, clients, securities/holdings and third party vendors/ data providers) with minimal training
• Are comfortable working on their own or in a team environment
• Want a job where they can learn new things every day
• Live in or are willing to relocate themselves to Charlottesville, VA or Dallas, TX.

Operations Analysts

• Up to two years of experience, a related degree, may have had an internship in a related business like an endowment or investment manager.
• Strong interpersonal skills, be self-motivated, have a strong desire to learn, and be adaptable to a fast paced, ever-changing environment
• Strong Excel skills

Senior Operations Analysts

• The attributes listed above for the Analyst.
• Two or more years’ relevant job experience or academic experiences working with large data sets (in disciplines for which extreme attention to detail and problem solving is critical.)
• Is a self-starter who can plan their own work to meet deadlines.

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 operate.

The Company

Solovis is an innovative fintech company delivering a revolutionary Cloud platform for multi-asset class portfolio management, reporting and analytics targeted to 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. 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. Are you ready to join a winning team?

The Position

We’re looking for several Implementation Analysts to help fill out our team in both our Charlottesville and Dallas locations. Implementation Analysts make up a critical component of our implementation team, responsible for data analysis, project priorities and organization, client communication, client training and assisting with initial client reporting requirements. Additional duties include:

• Managing multiple projects, responsibilities and competing priorities.

• Setting up and running weekly client meetings.
• Modeling and mapping a client’s portfolio so it can be entered in Solovis.
• Developing a detailed project plan to define deliverables and track progress.
• Coordinating internal resources and third party vendors as needed.
• Communicating with Customer Success, Product Management, Development and other relevant departments responsible for client support to achieve client and/or department objectives.
• Analysis and communication of client’s business and reporting requirements.
• Working with Solovis Data Analysts to evaluate client data.

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 directly with clients creating detailed agendas and goals, managing internal and external communication, removing project impediments, and ensuring the successful initiation, planning, and execution of a project. You need to be the kind of person who takes pride in teamwork, who loves asking questions and making decisions, and who enjoys general management and data analytics.

People who love this job:

• Are comfortable discussing the big-picture as well as focusing on the details, and can articulate why one impacts the other.
• Love a mix of problems with right answers and problems where each solution comes with a trade-off.
• Enjoy critical thinking and using logic and reasoning to identify the strengths and weaknesses of alternative solutions.
• Quickly become familiar with investment reporting including back office / accounting and front office / performance, exposure, liquidity, etc.
• Grasp the investment management landscape (investment managers, clients, securities/holdings and third party vendors/ data providers) with minimal training.
• Learn to evaluate trade-offs between the amount of data captured and reporting efficiency.
• Are comfortable working on their own or in a team environment.
• Are comfortable interacting with and training clients.
• Can work a flexible schedule, for example, evening and weekend work may be required around a client’s deadline.
• Want a job where they can learn new things every day.
• Able to travel up to 10% of the time.
• Live in or are willing to relocate themselves to Charlottesville, VA or Dallas, TX.

Implementation Analysts

• Have at least two years of experience working within the investment community.
• Strong understanding of institutional investment markets a plus.
• Have strong interpersonal skills, be self-motivated, have a strong desire to learn, and be adaptable to a fast paced, ever-changing environment.
• Have strong Excel skills (there will be a test!)

Senior Implementation Analysts

• The attributes listed above for the Analyst.
• Have at least three or more years’ experience working within the investment community.
• Is a self-starter who can plan their own work to meet deadlines.

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 operate.

The Company

Solovis is an innovative fintech company delivering a revolutionary Cloud platform for multi-asset class portfolio management, reporting and analytics targeted to 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. 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. Are you ready to join a winning team?

The Position

We’re looking for a Client Reporting Analyst to help fill out our team in our Charlottesville, VA location. As a Client Reporting Analyst at Solovis, you will work on projects that are critical to our customers. You will bring your creativity and skills to work on visualizations and custom reporting for our clients who leverage our cutting-edge web based platform.

Additional duties include:

Working with an agile team of engineers to deliver high value, high quality reporting solutions

Iteratively designing, building and testing reporting solutions in all layers of our application as requested by our Product Owners

Working with product managers and product owners to develop custom reporting and visualizations that will be utilized directly by our customers

People who love this job:

Have excellent problem-solving skills and techniques

Have excellent critical thinking skills and a powerful desire to ask why

Are highly self-motivated learner with a strong work ethic who wants to do things the right way the first time

Have a passion for high quality solutions. You care about quality from the start so that you don’t have to revisit your work product once it’s in production

Qualifications

1 – 5 years’ experience with data transformation in Excel using VBA

1 – 5 years’ experience working with visualizing data and how end users consume that data

Experience with C# and Java a plus

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 operate.

The Company

Solovis is an innovative fintech company delivering a revolutionary Cloud platform for multi-asset class portfolio management, reporting and analytics targeted to 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. 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. Are you ready to join a winning team?

The Position

We’re looking for several Data Analysts to help fill out our team in both our Charlottesville and Dallas locations. 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. Additional duties include:

• 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 or Dallas, TX.

Data Analysts

• Up to three years of experience.
• May have had an internship in a related business like an endowment or investment manager.
• Strong interpersonal skills, be self-motivated, have a strong desire to learn, and be adaptable to a fast paced, ever-changing environment.
• Strong Excel skills (there will be a test!)

Senior Data Analysts

• The attributes listed above for the Data Analyst.
• Excellent verbal and written communications skills to explain data analysis findings.
• Have two or more years’ relevant job experience in data gathering, metrics and analysis.
• Is a self-starter who can plan their own work to meet deadlines.
• Advanced Excel skills a plus (VBA & Macros, Advanced Formulas, Pivot Tables and Reporting, etc.)

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 operate.

The Company

Solovis is an innovative fintech company delivering a revolutionary Cloud platform for multi-asset class portfolio management, reporting and analytics targeted to 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. 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. Are you ready to join a winning team?

The Position

We’re looking for an Analyst Services Administrator to help fill out our team in both our Charlottesville and Dallas locations. The AS Administrator will make up a critical component of the Analyst Services group by providing the team with administrative support.  The focus area of the role is streamlining communication between departments and ensuring all transition tasks are properly completed to successfully onboard a client to our Analyst Services offering.

Additional duties include:

Working directly with Implementation team members and our clients to initiate the transition process and to gather the necessary information and documents

Keeping all databases and spreadsheets related to a client’s transition up to date and orderly

Cataloging and filing client documents

Sending out mass letters of authorization using CRM tools

Responding to emails from our clients and their affiliates

Assisting Analyst Services executives and senior staff members with various administrative duties

People who love this job:

Love checking items off a list

Take pride in their organizational abilities

Can multi-task and follow multiple procedures

Are very detail oriented while also maintaining a broader perspective

Enjoy working in and learning about the investment industry

Qualifications:

Have demonstrated administrative support experience

Have exceptional organizational and administrative skills

Have a high level of proficiency in Microsoft Office Suite and are able to learn new applications quickly

Possess strong verbal and written communication 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 operate.

The Company

Solovis is an innovative fintech company delivering a revolutionary Cloud platform for multi-asset class portfolio management, reporting and analytics targeted to 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. 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. Are you ready to join a winning team?

The Position

Solovis is seeking a driven Project Management professional to join its Major Accounts team. The Project Manager is an integral part of Solovis’ implementation process and will be responsible for ensuring the highest level of quality and client satisfaction. Their main role is to ensure that projects are successfully completed within the agreed budgets and timescales. This is a great opportunity for an individual to work in a high visibility position within a young and rapidly growing company.

Solovis is a performance-driven culture; we are looking for those who thrive in an entrepreneurial, hands-on, team-based environment; that value personal accountability and take responsibility for delivering results that meet or exceed expectations.

• Prepare large scale project plans for financial software implementation projects (goals, activities, schedules, resource allocation, etc.).
• Lead, plan, and coordinate project activities and meetings as well as project progress reports.
• Create and maintain project documentation throughout project lifecycle.
• Schedule and facilitate project meetings and calls, both internally and externally with clients.
• Work with project team(s) to confirm completion of required activities and communicate crucial details of upcoming events in project cycle.
• Lead presentations to clients on project updates, risks, and successes.
• Serve as a single point of contact between the client and other Solovis team members.
• Define and disseminate project success criteria to all involved parties throughout project life cycle.
• Identify and resolve issues and conflicts within the project.
• Identify and manage project dependencies and critical path.
• Proactively manage changes in project scope, identify potential crises, and devise contingency plans.

• Manage client expectations to established project goals and timelines.
• Create ongoing documentation and visualizations around process, project scope, and current project status.

Qualifications

• Bachelor’s degree required. Preferably in Finance, Economics, Computer Science (or a comparable field).
• Minimum three (3) years’ relevant business experience, preferably in the Investment, SaaS or similar environment.

• Minimum five (5) years’ experience in a project management role.
• Experience leading project teams of 3-10 individuals.

• Experience leading large-scale projects with multiple stakeholders and spanning multiple years.
• Project Management Professional (PMP) certified. (a Plus)
• Experience in different levels of demanding projects, with a proven track record in project management.

• Prior work with external clients, preferably in a project management capacity.
• Proficient in the use of MS Office applications: Outlook, Word, PowerPoint and Excel.

• Experience presenting to executive level positions both internally and externally.
• Commitment to project success as it may require working unconventional hours during critical project phases.
• Strategic mindset and ability to foresee upcoming opportunities and threats.
• Highly organized, good time management skills and detailed orientated.
• Motivation and the ability to work in a fast – paced, team – orientated environment.
• Comfortable working with senior management, decision makers and demonstrate business acumen.
• Self-motivated and ability to grasp new concepts and technical skills quickly.
• Outstanding verbal and written communication skills.
• Ability to handle multiple concurrent projects and to reconcile any conflicting priorities.

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 operate.

The Company

Solovis is an innovative fintech company delivering a revolutionary Cloud platform for multi-asset class portfolio management, reporting and analytics targeted to 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. 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 start 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. Are you ready to join a winning team?

We’re proud to be a 2018 LinkedIn Top 50 Startup!

Position: Client Success Manager

Our CSMs provide a critical role as the client’s trusted advisor. The CSM will guide each client from the sales cycle through the implementation process and serving as the client advocate post-implementation. Key focus will be understanding your client’s business and how each client utilizes the Solovis platform. You will serve as client’s first touch-point for any issues.

Responsibilities

• Developing a trusted advisor relationship with customer stakeholders and executive sponsors to ensure they are leveraging the application to achieve full business value.
• Managing multiple projects, responsibilities and competing priorities.
• Serving as the voice of the customer, collecting client feedback, and working with product development to drive continued improvement across all areas of the product.
• Manage client up-sell process within the terms of the contract.
• Monitor and recommend strategies to increase user usage and adoption.
• Tracking client information in NetSuite.
• Coordinating internal implementation, reporting needs, training and product resource as needed.
• Present release notes and product updates to clients.
• Conduct strategic business reviews to gauge progress, identifying areas for improvement, gathering and maintain key client metrics to achieve both client and company objectives.

Qualifications

• Have 3+ years of Customer Success, Account Management, or Relationship Management experience within the investment community
• Possess strong interpersonal and communication skills and experience managing external client relationships
• Ability to lead client calls and have a high comfort level with client advocacy
• Strong written and verbal skills
• Must be able to work closely and collaborate with internal stakeholders
• Strong understanding of institutional investment markets a plus
• Ability to prioritize, multi-task, and perform effectively under deadlines
• Must be a self-starter who is eager to learn the business at a fast pace

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 operate.

The Company

Solovis is an innovative fintech company delivering a revolutionary Cloud platform for multi-asset class portfolio management, reporting and analytics targeted to 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. 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. Are you ready to join a winning team?

The Position

We’re looking for several Operations Analysts to help fill out our team in both our Charlottesville and Dallas locations. Operations Analysts have the opportunity to join a newly formed group responsible for providing Solovis clients with ongoing support related to data and reporting. This new service evolved out of an increasing number of requests from clients who loved the output of the Solovis application, but did not have the internal staffing expertise to handle the relevant inputs. Job duties focus on interpreting and normalizing data, providing back-office services, and leading ongoing data support for a client post-implementation. Additional duties include:

• Tracking calls, distributions, subscriptions and redemptions.
• Cash flow and bank account reconciliations.
• Performance management estimates and actuals from externally managed funds.
• Reconciliation with custodians, administrators, and service providers.
• Entering exposures from private and public market funds.
• Inputting portfolio company detail from private investments.
• Entering long and short, net and gross exposures.
• Enhancing transparency from marketable funds through 13-F detail and direct transparency.
• Tracking direct investments, SMA’s and brokerage account holdings.
• Assist with loading additional data sets to support client reporting and dashboard creation.
• Develop new business processes with clients to streamline data aggregation and loading.

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 and client portals so you need to be the kind of person who takes pride in receiving and reviewing large datasets and then re-organizing them to produce a neat, accurate portfolio model in our system.

People who love this job:

• Love details
• Are at ease with numbers
• Enjoy data analysis and can identify information by categorizing, estimating, reorganizing differences or similarities, and detecting changes in circumstances or events
• Quickly become familiar with investment reporting including back office / accounting and front office / performance, exposure, liquidity, etc.
• Grasp the investment management landscape (investment managers, clients, securities/holdings and third party vendors/ data providers) with minimal training
• Are comfortable working on their own or in a team environment
• Want a job where they can learn new things every day
• Live in or are willing to relocate themselves to Charlottesville, VA or Dallas, TX.

Operations Analysts

• Up to two years of experience, a related degree, may have had an internship in a related business like an endowment or investment manager.
• Strong interpersonal skills, be self-motivated, have a strong desire to learn, and be adaptable to a fast paced, ever-changing environment
• Strong Excel skills

Senior Operations Analysts

• The attributes listed above for the Analyst.
• Two or more years’ relevant job experience or academic experiences working with large data sets (in disciplines for which extreme attention to detail and problem solving is critical.)
• Is a self-starter who can plan their own work to meet deadlines.

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 operate.

The Company

Solovis is an innovative fintech company delivering a revolutionary Cloud platform for multi-asset class portfolio management, reporting and analytics targeted to 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. 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. Are you ready to join a winning team?

The Position

We’re looking for several Implementation Analysts to help fill out our team in both our Charlottesville and Dallas locations. Implementation Analysts make up a critical component of our implementation team, responsible for data analysis, project priorities and organization, client communication, client training and assisting with initial client reporting requirements. Additional duties include:

• Managing multiple projects, responsibilities and competing priorities.

• Setting up and running weekly client meetings.
• Modeling and mapping a client’s portfolio so it can be entered in Solovis.
• Developing a detailed project plan to define deliverables and track progress.
• Coordinating internal resources and third party vendors as needed.
• Communicating with Customer Success, Product Management, Development and other relevant departments responsible for client support to achieve client and/or department objectives.
• Analysis and communication of client’s business and reporting requirements.
• Working with Solovis Data Analysts to evaluate client data.

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 directly with clients creating detailed agendas and goals, managing internal and external communication, removing project impediments, and ensuring the successful initiation, planning, and execution of a project. You need to be the kind of person who takes pride in teamwork, who loves asking questions and making decisions, and who enjoys general management and data analytics.

People who love this job:

• Are comfortable discussing the big-picture as well as focusing on the details, and can articulate why one impacts the other.
• Love a mix of problems with right answers and problems where each solution comes with a trade-off.
• Enjoy critical thinking and using logic and reasoning to identify the strengths and weaknesses of alternative solutions.
• Quickly become familiar with investment reporting including back office / accounting and front office / performance, exposure, liquidity, etc.
• Grasp the investment management landscape (investment managers, clients, securities/holdings and third party vendors/ data providers) with minimal training.
• Learn to evaluate trade-offs between the amount of data captured and reporting efficiency.
• Are comfortable working on their own or in a team environment.
• Are comfortable interacting with and training clients.
• Can work a flexible schedule, for example, evening and weekend work may be required around a client’s deadline.
• Want a job where they can learn new things every day.
• Able to travel up to 10% of the time.
• Live in or are willing to relocate themselves to Charlottesville, VA or Dallas, TX.

Implementation Analysts

• Have at least two years of experience working within the investment community.
• Strong understanding of institutional investment markets a plus.
• Have strong interpersonal skills, be self-motivated, have a strong desire to learn, and be adaptable to a fast paced, ever-changing environment.
• Have strong Excel skills (there will be a test!)

Senior Implementation Analysts

• The attributes listed above for the Analyst.
• Have at least three or more years’ experience working within the investment community.
• Is a self-starter who can plan their own work to meet deadlines.

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 operate.

The Company

Solovis is an innovative fintech company delivering a revolutionary Cloud platform for multi-asset class portfolio management, reporting and analytics targeted to 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. 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. Are you ready to join a winning team?

The Position

We’re looking for several Data Analysts to help fill out our team in both our Charlottesville and Dallas locations. 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. Additional duties include:

• 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 or Dallas, TX.

Data Analysts

• Up to three years of experience.
• May have had an internship in a related business like an endowment or investment manager.
• Strong interpersonal skills, be self-motivated, have a strong desire to learn, and be adaptable to a fast paced, ever-changing environment.
• Strong Excel skills (there will be a test!)

Senior Data Analysts

• The attributes listed above for the Data Analyst.
• Excellent verbal and written communications skills to explain data analysis findings.
• Have two or more years’ relevant job experience in data gathering, metrics and analysis.
• Is a self-starter who can plan their own work to meet deadlines.
• Advanced Excel skills a plus (VBA & Macros, Advanced Formulas, Pivot Tables and Reporting, etc.)

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 operate.

The Company

Solovis is an innovative fintech company delivering a revolutionary Cloud platform for multi-asset class portfolio management, reporting and analytics targeted to 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. 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. Are you ready to join a winning team?

The Position

We’re looking for an Analyst Services Administrator to help fill out our team in both our Charlottesville and Dallas locations. The AS Administrator will make up a critical component of the Analyst Services group by providing the team with administrative support.  The focus area of the role is streamlining communication between departments and ensuring all transition tasks are properly completed to successfully onboard a client to our Analyst Services offering.

Additional duties include:

Working directly with Implementation team members and our clients to initiate the transition process and to gather the necessary information and documents

Keeping all databases and spreadsheets related to a client’s transition up to date and orderly

Cataloging and filing client documents

Sending out mass letters of authorization using CRM tools

Responding to emails from our clients and their affiliates

Assisting Analyst Services executives and senior staff members with various administrative duties

People who love this job:

Love checking items off a list

Take pride in their organizational abilities

Can multi-task and follow multiple procedures

Are very detail oriented while also maintaining a broader perspective

Enjoy working in and learning about the investment industry

Qualifications:

Have demonstrated administrative support experience

Have exceptional organizational and administrative skills

Have a high level of proficiency in Microsoft Office Suite and are able to learn new applications quickly

Possess strong verbal and written communication 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 operate.

The Company

Solovis is an innovative fintech company delivering a revolutionary Cloud platform for multi-asset class portfolio management, reporting and analytics targeted to 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. 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. Are you ready to join a winning team?

The Position

We’re looking for several Sales Engineers to help build out the team in our Dallas location. Sales Engineers are a critical part of Solovis’ Sales team, responsible for product demonstrations, sales cycle progression, and demo environment support. This individual will be responsible for driving revenue for the entire company by helping to qualify sales leads, answering requests for information (RFIs) and requests for proposals (RFPs), preparing and delivering solution-based product presentations and demonstrations, and executing on client proofs of concept (POCs) that meet business requirements.

Solovis is a performance-driven culture; our engineers 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.

Sales Engineer

Bachelor’s degree required, preferably in finance, math, computer science or related technical/analytical fields

• Strong Excel skills (there will be a test!)
• Basic understanding of financial assets and institutional investors
• Strong analytical and problem-solving skills
• Strong verbal and written communication skills, including presentations
• Strong interpersonal skills, must be self-motivated, have a strong desire to learn, and be adaptable to a fast paced, ever- changing environment
• Ability to work autonomously and as a part of a team
• Ability and willingness to travel locally and domestically, sometimes on short notice
• Live in or willing to relocate to Dallas, TX

Additional Experience & Skills (a plus):

Experience working in client-centric position in either a pre-sales, professional services or related environment

• Comprehensive understanding of financial assets, including equities, fixed income, derivatives, and alternative investments
• Comprehensive understanding of institutional investors, including endowments, foundations, OCIO’s and family offices
• Advanced Excel skills (VBA & Macros, Advanced Formulas, Pivot Tables and Reporting, )
• Previous industry experience

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 operate.

The Company

Solovis is an innovative fintech company delivering a revolutionary Cloud platform for multi-asset class portfolio management, reporting and analytics targeted to 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. 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. Are you ready to join a winning team?

The Position

Solovis is seeking a driven Project Management professional to join its implementation team. The Project Manager is an integral part of Solovis’ implementation process and will be responsible for ensuring the highest level of quality and client satisfaction. Their main role is to ensure that projects are successfully completed within the agreed budgets and timescales. This is a great opportunity for an individual to work in a high visibility position within a young and fast-growing company.

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.

• Prepare project plans for financial software implementation projects. (goals, activities, schedules, resource allocation, etc.).
• Lead, plan, and coordinate project activities and meetings as well as project progress reports.
• Produce the deliverables according to what is stated in the project definition document (within time, budget and with the required quality).
• Ensure control by setting and maintaining cost, time tracking and reporting, and resource management.
• Identify risks and to plan backup actions.
• Develops the full-scale project plans and associated communications documents.
• Define project success criteria and disseminate them to involved parties throughout project life cycle.
• Identify and resolve issues and conflicts within the project team.
• Identify and manage project dependencies and critical path.
• Proactively manage changes in project scope, identify potential crises, and devise contingency plans.
• Conduct project post mortems and create a recommendations report in order to identify successful and unsuccessful project elements.

Qualifications

• Bachelor’s degree required. Preferably in Finance, Economics, Computer Science (or a comparable field).
• Minimum 2 years’ relevant business experience, preferably in the Investment, SaaS or similar environment.
• Project Management Professional (PMP) certified. (a Plus)
• Experience in different levels of demanding projects, with a proven track record in project management.
• Proficient in the use of MS Office applications: Outlook, Word, PowerPoint and Excel (requiring knowledge of pivot tables and Excel functions).
• Strong data and process analyses skills and ability to work with large amounts of data.
• Commitment to project success as it may require working unconventional hours during critical project phases.
• Strategic mindset and ability to foresee upcoming opportunities and threats.
• Highly organized, good time management skills and detailed orientated.
• Motivation and the ability to work in a fast – paced, team – orientated environment.
• Comfortable working with senior management, decision makers and demonstrate business acumen.
• Self-motivated and ability to grasp new concepts and technical skills quickly.
• Outstanding verbal and written communication skills.
• Strong interpersonal skills; ability to work effectively independently and as part of a cross-functional team in a dynamic, collaborative, and fast paced environment.

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 operate.