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. Reporting to the Chief Commercial Officer, 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 can be based in Berkeley, CA, Boston, MA, or the Tri-State area.
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 this
form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the
Voleon 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.
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