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Jobs at Solovis (Now Hiring) — 5 open

Solovis logoSolovis

Implementation Associate

United States · Remote OK

Entry level$20M raised

Implementation Associate 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 Partn…

Skills: Customer Facing Experience, Finance Knowledge, Economics Knowledge, Business Knowledge, Microsoft Excel

Solovis logoSolovis

Senior Software Developer

Mexico City, Mexico · On-site

Senior$20M raised

Senior Software Developer 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, w…

Skills: Unit Testing, Agile Methodologies, Software Design, Software Deployment, Scalable Coding

Solovis logoSolovis

Senior Customer Success Manager

United States · Remote OK

Senior$20M raised

Senior Client Success Manager Solovis is a leading portfolio management and analytics platform helping institutional investors navigate todays complex global markets with clarity and confidence. Backed by Insight Partner…

Skills: Risk Assessment, Customer Relationship Management

Solovis logoSolovis

Senior Client Success Manager

United States · Remote OK

Senior$20M raised

Senior Client Success Manager Solovis is a leading portfolio management and analytics platform helping institutional investors navigate todays complex global markets with clarity and confidence. Backed by Insight Partner…

Skills: Project Management, Budget Management

Solovis logoSolovis

Manager, Analyst Services

Manila, Metro Manila, Philippines · On-site

Senior$20M raised

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, w…

Skills: Workflow Automation, Data Integration, Data Extraction, KPI & SLA Management, AI & Intelligent Automation

Solovis logo

Implementation Associate

Solovis

United States • Remote OK

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Entry level

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  • Full-time
  • Posted 2d ago
  • ~40 hrs/week
  • Remote in United States

Responsibilities

Configure and deploy software solutions for clients to optimize their business processes. Manage the full implementation lifecycle, including requirement gathering, solution design, and client training.

Requirements

Requires strong Excel skills and professional or academic exposure to finance, economics, or business. Candidates must be able to travel between 25% and 50% of the time.

Full job description

 
 
 

Implementation Associate

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, 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, 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 Implementation Associate in our Professional Services team, you will play a crucial role in configuring and deploying cutting-edge software solutions for a wide array of client. This role is tailor-made for those who are dynamic, organized, and eager to embark on a career path that emphasizes hands-on technical work, client interaction, and solution design. You'll work closely with clients to understand their needs, configure the software to optimize their business processes, and provide training to ensure they get the most out of our solutions. With a focus on technical excellence and customer satisfaction, you will have the chance to contribute to various projects, ensuring each implementation is successful. 

Key Responsibilities

  • Consistently deliver projects that exceed client expectations, fostering high satisfaction and active feedback engagement.
  • Deliver projects on time and within budget by effectively gathering requirements and designing solutions that meet client needs, ensuring high client value.
  • Maintain a high level of billable utilization and achieve excellent customer satisfaction scores, reflecting strong project management and client service skills.

Key Qualities

  • Plays chess, not firefighting spots problems before they exist, anticipates second- and third-order downstream impacts, and selects the intervention that compounds best. Distinction: Decisive under uncertainty is acting under incomplete information; Proactive Problem Solving is the upstream act of seeing the board clearly.
  • Proficiency in utilizing data and analytics to make informed decisions and drive business strategies

Skills

  • Experience in a customer-facing environment.
  • Academic or professional exposure to finance, economics or business. 

Requirements

  • 25-50% travel required
  • Strong Excel skills
 
 

Related keywords

Portfolio ManagementAnalytics PlatformProfessional ServicesSoftware ImplementationClient SatisfactionBillable UtilizationAsset OwnersSolution ConfigurationRequirement GatheringTechnical Excellence

About Solovis

LinkedInVisit site

Investment Intelligence Technology

Industry
Software Development
Company size
201-500 employees
Headquarters
Irving, Texas
LinkedIn followers
20,807
Total funding
$20M

Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely designed for the asset owner 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 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.

Offices: 5030 Riverside Drive, Bldg 2, Ste. 350, Irving, Texas 75039, US · Charlottesville, Charlottesville, VA, US

Institutional Investment Management TechnologyMulti-Asset Class Portfolio Management TechnologyFamily Office SoftwareEndowment SoftwareFoundation SoftwarePortfolio Reporting & AnalyticsInvestment Data AggregationLimited Partner Portfolio Management PlatformOCIO Softwareand Pension Software
View all jobs at Solovis

About Solovis

LinkedInVisit site

Investment Intelligence Technology

Industry
Software Development
Company size
201-500 employees
Headquarters
Irving, Texas
LinkedIn followers
20,807
Total funding
$20M

Solovis is leading fintech innovation for institutional investors with a powerful cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely designed for the asset owner 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 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.

Offices: 5030 Riverside Drive, Bldg 2, Ste. 350, Irving, Texas 75039, US · Charlottesville, Charlottesville, VA, US

Institutional Investment Management TechnologyMulti-Asset Class Portfolio Management TechnologyFamily Office SoftwareEndowment SoftwareFoundation SoftwarePortfolio Reporting & AnalyticsInvestment Data AggregationLimited Partner Portfolio Management PlatformOCIO Softwareand Pension Software
View all jobs at Solovis

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