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
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