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The Voleon GroupThe Voleon GroupBerkeley, CA

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.

125k – 150k
Hybrid3+ YOEAccount Management

About the role

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

CRMMicrosoft OfficeSales PipelinesInvestor ReportingSeries 3CfaCaia
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