Investor Reporting Manager

Voleon is a technology company that applies state-of-the-art machine learning techniques to real-world problems in finance. For more than a decade, we have led our industry and worked at the frontier of applying machine learning to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.

Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced finance and technology professionals. You will be working with strategies that are at the forefront of machine learning and statistical trading. The strategies have been carefully designed to generate non-correlated returns. Our firm and its strategies are the product of many years of meticulous research and craftsmanship, and you will lead the way in bringing them to investors.

In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.

The Investor Reporting Manager will be responsible for providing Voleon’s clients with timely performance reporting, quantitative risk analytics, due diligence materials, and other service requirements. The successful candidate will leverage a combination of financial acumen, project and people management expertise, and sound business judgment to deliver best-in-class performance data, insights, and operational service. This role will help drive a transformation of Voleon’s performance reporting capabilities as we expand our current product offering and seek to enhance our level of partnership with clients. Reporting to the Director, Client Service & Portfolio Structuring, the successful candidate will have the opportunity to work closely with senior leadership including the Head of Investor Relations and Business Development and other key cross functional stakeholders on business-critical projects. This role is a means to make a difference: the data infrastructure, analytics, and service processes you lead will directly enhance Voleon’s leading position in the world of quantitative finance.

Responsibilities

• Oversee production and delivery of all investment and operational processes and reporting, including but not limited to monthly, quarterly, and annual fund performance reports, firm-level due diligence content and data and regulatory reporting in collaboration with the Compliance team
• Deliver best-in-class client service, ensuring timely and accurate responses to investor requests for data, marketing materials, operational updates, and other ad hoc queries
• Collaborate with key external service providers (i.e., fund administrators, 3rd party risk aggregators) to ensure Voleon’s data is accurately captured and reflected in the marketplace
• Partner with Voleon’s software engineering team to drive automation efforts and enhance the firm’s enterprise performance data infrastructure and tools

Requirements

• 5+ years of experience in the investment management industry
• Proven experience producing investor-facing reporting and performance analytics
• Comfort and familiarity with large data sets and systems
• Excellent communication skills, with the ability to build and maintain relationships with internal teams and external service providers
• Demonstrated experience managing individuals and small teams
• Eagerness to work with diverse teams
• Bachelor's degree in a quantitative field or related applied experience
• Ability to travel regularly to our Berkeley office if working remotely

The base salary range for this position is $140,000 to $160,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match.

“Friends of Voleon” Candidate Referral Program

If you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program.

Equal Opportunity Employer

The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.

Vaccination Requirement

The Voleon Group has implemented a policy requiring all employees who will be entering our worksite, including new hires, to be fully vaccinated with the COVID-19 vaccine. This policy also applies to remote employees, as such employees will be asked to visit our offices from time to time. To the extent permitted by applicable law, proof of vaccination will be required as a condition of employment. This policy is part of Voleon’s ongoing efforts to ensure the safety and well-being of our employees and community, and to support public health efforts. 

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