# Senior Associate, Investor Relations Business Development
**Company:** [The Voleon Group](https://hotfix.jobs/companies/voleon)
**Location:** Berkeley, CA, California
**Salary:** $125K-$150K
**Experience:** 3+ years
**Skills:** CRM, Microsoft Office, Sales Pipelines, Investor Reporting, Series 3, Cfa, Caia
**Posted:** 2026-04-15
> 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.
## Job Description
## 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**
**Apply:** https://hotfix.jobs/jobs/senior-associate-investor-relations-business-development-at-voleon-d4961335-6761-4ca6-8f87-9247ea482331
**Canonical:** https://hotfix.jobs/jobs/senior-associate-investor-relations-business-development-at-voleon-d4961335-6761-4ca6-8f87-9247ea482331