Senior Associate, Investor Relations Business Development

Sacbar; Berkeley (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Technology talks

Beautiful modern office

Daily catered lunches

Job summary

Voleon, a leading quantitative investment firm, seeks a corporate Investor Relations and Business Development professional based on the West Coast, ideally in Berkeley. You will support senior sales teams, manage existing investor relationships, and pursue new business opportunities with top institutional investors.

Join a collegial environment with competitive compensation and an emphasis on client service, CRM-driven processes, and cross-functional collaboration with Research and Investor

Qualifications

• 3+ years in institutional sales or relationship management at an asset manager
• Willingness to travel 10–15% of time
• Series 3 license or willingness to pursue within 3 months
• Bachelor's degree; CFA/CAIA preferred

Responsibilities

• Partner with senior sales/relationship managers to build and strengthen investor relationships and provide outstanding client service
• Support the sales cycle from sourcing opportunities to closing investments with existing and prospective investors
• Independently manage select investor relationships with oversight from the senior team
• Maintain CRM and sales pipelines and relationship coverage plans
• Collaborate with Research and Investor Operations to enhance reporting and research content

Skills

Relationship management

Client service

Sales support

CRM proficiency

Travel readiness

Education

Bachelor's Degree

CFA or CAIA preferred

Tools

Microsoft Office

CRM systems

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 nearly two decades, 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 machine learning research as well as highly experienced finance and technology professionals. You will be working with strategies that are at the forefront of machine learning and statistical trading. The strategies have been carefully designed to generate non-correlated returns. Our firm and its strategies are the product of many years of meticulous research and craftsmanship, and you will lead the way in bringing them to investors.

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 grow Voleon's institutional investor relationships. 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 the world's leading quantitative investment firms.

This position must be based on the West Coast, Berkeley strongly preferred.

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 10-15% of the time
• Series 3 license or willingness to pursue within the first three months of employment
• Bachelors Degree
• Preferred Qualifications: CFA or CAIA

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.