Contribute to Voleon's innovative Investor Relations and Business Development team by enhancing institutional investor relationships and driving new business opportunities.
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
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
Health Insurance
medical, dental and vision coverage
Other Benefit
401(k) plan with a company match
Paid Time Off
20 days of paid time off
Voleon is a technology company that leverages advanced AI and machine learning to tackle real-world problems in finance, establishing itself as a multibillion-dollar asset manager. With nearly two decades at the forefront of AI-driven investment management, Voleon is committed to pushing the boundaries of what's possible in the financial sector.
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