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