The Voleon Group

Investor Reporting Specialist

Reposted 6 Days Ago

3 Locations

In-Office or Remote

105K-115K

Junior

Financial Services

The Role

The Investor Reporting Specialist prepares performance reporting, reconciles data, and coordinates with stakeholders to deliver operational service to institutional investors.

Summary Generated by Built In

Voleon is a technology company that applies state-of-the-art AI and 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 AI/ML 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 artificial intelligence and machine learning research as well as highly experienced finance and technology professionals. The people who shape our company come from other backgrounds, including concert music performances, humanitarian aid, opera singing, sports writing, and BMX racing. You will be part of a team that loves to succeed together.

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 Specialist will play a key role in preparing and reconciling performance reporting, quantitative risk analytics, due diligence materials, and other client service deliverables for Voleon’s institutional investors. This role combines analytical rigor, project management, and business acumen to deliver high-quality performance data, insights, and operational service. Reporting to the Investor Reporting Manager, this position will contribute to the development of Voleon’s performance reporting capabilities as we expand our product offering and deepen our client partnerships. The successful candidate will work closely with colleagues across Investor Relations and Business Development, and will have regular exposure to senior stakeholders and clients. This role is a means to make a difference: the analytics and service processes you lead will directly enhance Voleon’s leading position in the world of quantitative finance.

Key Responsibilities

Produce accurate and timely reporting, including fund-level performance reports, firm-level due diligence materials, and regulatory reporting (in partnership with the Compliance team)
Respond to investor requests with best-in-class service, providing data, operational updates, and ad hoc support for marketing and due diligence needs
Coordinate with third-party service providers, such as fund administrators, to ensure data integrity and process efficiency
Collaborate with Voleon’s software engineering team to enhance automation and enhance the firm’s enterprise performance data infrastructure and tools

Qualifications

2+ years of experience in investor reporting, client service, or performance analytics at a hedge fund, asset manager, or similar financial institution
Demonstrated ability to produce accurate and client-ready investor reporting and performance analysis
Strong comfort with large data sets, reporting systems, and tools used in financial operations
Excellent written and verbal communication skills, including experience collaborating across internal teams and with external providers
Intermediate to advanced Excel skills required
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 $105,000 to $115,000 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.

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Top Skills

Excel

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The Company

HQ: Berkeley, CA

169 Employees

Year Founded: 2007

What We Do

Founded in 2007 by two machine learning scientists, The Voleon Group is a quantitative hedge fund headquartered in Berkeley, CA. We are committed to solving large-scale financial prediction problems with statistical machine learning.

The Voleon Group combines an academic research culture with an emphasis on scalable architectures to deliver technology at the forefront of investment management. Many of our employees hold doctorates in statistics, computer science, and mathematics, among other quantitative disciplines.

Voleon's CEO holds a Ph.D. in Computer Science from Stanford and previously founded and led a successful technology startup. Our Chief Investment Officer and Head of Research is Statistics faculty at UC Berkeley, where he earned his Ph.D. Voleon prides itself on cultivating an office environment that fosters creativity, collaboration, and open thinking. We are committed to excellence in all aspects of our research and operations, while maintaining a culture of intellectual curiosity and flexibility.

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.