Senior Associate, Investor Relations Business Development
Supports senior sales and relationship managers in maintaining and growing institutional investor relationships at a quantitative investment firm. Manages select relationships, sales pipelines, and CRM processes. Requires 3+ years in institutional sales and a Bachelor's degree.
About the job
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
Skills
CRM, Microsoft Office, Sales Pipelines, Investor Reporting, Series 3, Cfa, Caia
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