Senior Associate, Investor Relations Business Development

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

Job summary

The Voleon Group in Berkeley, CA is seeking an Investor Relations and Business Development professional to deepen institutional partnerships on the West Coast. You will work with our seasoned sales and relationship management team to grow existing relationships and pursue new opportunities.

This role requires at least 3 years in institutional sales or relationship management, a Bachelor's degree, travel ability, and a Series 3 license (or willingness to obtain). CFA/CAIA preferred.

Qualifications

• 3+ years of experience in an institutional sales or relationship management 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.
• Bachelor's Degree.
• Preferred Qualifications: CFA or CAIA.

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.

Skills

Relationship management

Sales

Team collaboration

CRM proficiency

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 artificial intelligence and machine learning research as well as highly experienced finance and technology professionals. The people who shape our company come from other backgrounds, including concert music performances, humanitarian aid, opera singing, sports writing, and BMX racing. You will be part of a team that loves to succeed together.

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.

Compensation Range

$125K - $150K