Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Riley Bergtholdt

Chicago,IL

Summary

Solutions Analyst known for delivering high productivity and completing tasks with speed and accuracy. Bring specialized expertise in data analysis, process optimization, and project management, driving streamlined operations and improved system functionality. Recognized for strong problem-solving, communication, and team collaboration skills that contribute to successful project outcomes and strategic initiatives. Selected to provide premium-level support to one of SS&C’s largest enterprise clients, demonstrating a trusted ability to manage high-impact responsibilities in a fast-paced environment.

Overview

3
3
years of professional experience

Work History

Solutions Analyst

SS&C Technologies
Chicago, IL
10.2022 - Current
  • Provided user training and functional support for the Order Management System, enabling business teams to optimize workflows and align with operational goals.
  • Collaborated with developers to design and implement backend database objects (tables, views, stored procedures) that supported scalable solution delivery.
  • Partnered with senior leadership to identify bottlenecks and propose data-driven process improvements, enhancing overall system efficiency and user adoption.
  • Developed comprehensive client-facing reports to communicate key metrics, including trading activity, portfolio performance, and growth trends.
  • Cultivated and managed professional relationships with over 100 clients, gathering feedback and aligning solutions with evolving business needs.

Client and Marketing Services Associate

Brentview Investment Management
Northfield, IL
07.2022 - 10.2025
  • Supported Portfolio Manager with research tools and data analysis to inform investment strategies and decision-making.
  • Prepared and maintained security reports for custodians and brokers, ensuring data accuracy and compliance with reporting standards.
  • Participated in client meetings and presentations, assisting in needs assessment and documenting key business requirements.

Education

Finance

Miami University
Oxford, OH
05-2022

Skills

  • SQL / Database Management
  • Data analysis
  • Collaboration skills
  • Workflow optimization
  • Interpersonal skills
  • Data modeling
  • Team collaboration
  • Process improvement
  • Report generation
  • Client relationship management
  • Business Process Improvement

References

References available upon request.

Timeline

Solutions Analyst

SS&C Technologies
10.2022 - Current

Client and Marketing Services Associate

Brentview Investment Management
07.2022 - 10.2025

Finance

Miami University

Similar Profiles

  • Nicholas McMullen

    Nicholas McMullenNicholas McMullen

    Senior Director Strategic Relationship Management at SS&C TechnologiesSenior Director Strategic Relationship Management at SS&C Technologies

  • Arpan Sur

    Arpan SurArpan Sur

    Lead Intelligent Automation Analyst at SS&C TechnologiesLead Intelligent Automation Analyst at SS&C Technologies

  • Hope Suart

    Hope SuartHope Suart

    Administrative Assistant at SS&C TechnologiesAdministrative Assistant at SS&C Technologies

  • Londyn Martin

    Londyn MartinLondyn Martin

    Event Volunteer at South Shore International College Preparatory High SchoolEvent Volunteer at South Shore International College Preparatory High School

  • Mariyam Karim

    Mariyam KarimMariyam Karim

    Cloud Engineer at Grindr LLCCloud Engineer at Grindr LLC

CREATE PROFILE