Senior Associate, Investor Relations and Business Development

The Voleon Group; Berkeley (CA); On-site; USD 125,000 - 150,000; Full time

Job summary

A leading investment management firm seeks an Investor Relations professional to enhance institutional investor relationships. This role involves collaborating with a skilled team to pursue new business opportunities and providing exemplary client service, in a collegial workplace with competitive benefits.

Benefits

Medical, dental, and vision coverage

20 days of paid time off

401(k) plan with company match

Daily catered lunches

Qualifications

• 3+ years in institutional sales or relationship management.
• Track record in business development.
• Must travel 30% of the time.

Responsibilities

• Manage and strengthen investor relationships.
• Support senior colleagues in closing new business.
• Develop relationship management processes.

Skills

Client Service

Sales

Relationship Management

Team Collaboration

CRM Systems

Education

Bachelors Degree

Tools

Microsoft Office Suite

Job description

Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For more than a decade, we have led our industry and worked at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.

Your colleagues will include internationally recognized experts in artificial intelligence and machine learning research as well as highly experienced finance and technology professionals.

In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.

As a member of our Investor Relations and Business Development team you will be responsible for helping to maintain and growVoleon's institutional investor relationships.Reporting to the Head of Investor Relations and Business Development, you will work closely with our seasoned sales and relationship management team to strengthen our partnerships with some of the world's leading institutional investors. You will also support our senior sales professionals' work to identify and pursue new business development opportunities. This role is a means to make a difference: you will help us better serve our existing partners and connect potential future investors to one of theworld's leading quantitative investment firms.

This position can be based in Berkeley, CA, Tri-State area or Boston.

Responsibilities

• Partner with our senior sales/relationship managers to build and strengthen existing Voleon investor relationships by providing outstanding client service
• Partner with our senior sales/relationship managers in their work across the sales cycle from sourcing new opportunities to closing investments with both existing and prospective investors
• Independently manage select existing investor relationships with oversight from our senior team
• Maintain a robust relationship management ecosystem - including but not limited to relationship coverage plans, sales pipelines, and strict CRM tracking processes
• Collaborate with colleagues across functions including Research and Investor Operations to enhance Voleon's investor reporting and research content

Requirements

• 3+ years of experience in an institutional sales or relationship management role (or a sales-focused operations role) at an institutional asset management firm
• Track record of supporting senior colleagues in growing existing relationships and closing new business
• Eagerness to work in diverse teams
• Working knowledge of Microsoft Office suite and CRM systems
• Must be able to travel at least 30% of the time
• Series 3 license or willingness to pursue within the first three months of employment
• Bachelors Degree
• Preferred Qualifications
• CFA or CAIA

The base salary range for this position is $125,000 to $150,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match.

“Friends of Voleon” Candidate Referral Program

If you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use thisformto submit your referral. For more details regarding eligibility, terms and conditions please make sure to review theVoleon Referral Bonus Program.

Equal Opportunity Employer

The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.

Vaccination Requirement

The Voleon Group has implemented a policy requiring all employees who will be entering our worksite, including new hires, to be fully vaccinated with the COVID-19 vaccine. This policy also applies to remote employees, as such employees will be asked to visit our offices from time to time. To the extent permitted by applicable law, proof of vaccination will be required as a condition of employment. This policy is part of Voleon’s ongoing efforts to ensure the safety and well-being of our employees and community, and to support public health efforts.

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