Senior Associate, Investor Relations Business Development

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