Hybrid Senior Associate, Investor Relations, Business Development

Posted 2 hours ago

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About the role

  • Senior Associate in Investor Relations at Voleon, managing institutional investor relationships and supporting new business development. Collaborating with sales teams to expand existing partnerships.

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

Benefits

  • medical, dental and vision coverage
  • life and AD&D insurance
  • 20 days of paid time off
  • 9 sick days
  • 401(k) plan with a company match
  • "Friends of Voleon" Candidate Referral Program

Job title

Senior Associate, Investor Relations, Business Development

Job type

Experience level

Senior

Salary

$125,000 - $150,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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