The Voleon Group

Investor Services Specialist

Reposted 17 Days Ago

Be an Early Applicant

Berkeley, CA

Hybrid

105K-115K

Junior

Financial Services

The Role

The Investor Services Specialist will manage daily investor operations, including processing capital activity and coordinating requests from investors and administrators.

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 nearly two decades, 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 Services Specialist will play a critical role in managing the daily flow of Investor Relations operations, including processing capital activity, coordinating investor and administrator requests, and ensuring the accuracy of internal reporting and records. This role combines exceptional organizational skills, attention to detail, and the ability to manage and prioritize multiple workstreams in a high-accountability environment. Reporting to the Senior Investor Relations Manager, this role serves as a central hub for day-to-day investor operations. The successful candidate will collaborate across internal and external stakeholders to deliver timely and high-quality service to institutional investors and support our internal processes. This role is a means to make a difference: the client service processes you lead will directly enhance Voleon’s leading position in the world of quantitative finance.

Key Responsibilities

Manage daily investor operations, including processing subscriptions, redemptions, and transfers in coordination with the fund administrator
Track and prioritize incoming inquiries, ensuring timely, accurate, and professional responses to both internal and external stakeholders
Ensure accurate and complete internal reporting, collaborating with colleagues in Investor Relations, Legal, Operations, and Compliance
Contribute to process improvements, identifying operational risks or inefficiencies and proposing solutions

Qualifications

2+ years of experience in client service or investor relations at a hedge fund, asset manager, or similar financial institution
Demonstrated ability to manage capital activity, reporting workflows, or reconciliation processes in a deadline-driven environment
Outstanding organizational skills, with the ability to balance multiple priorities and remain detail-oriented under tight deadlines
Strong written and verbal communication skills, with professionalism in all stakeholder interactions
Confidence working with internal systems and data, including fund documentation and workflow tracking tools
Eagerness to work with diverse teams
Bachelor’s degree in a business, finance, or quantitative discipline or equivalent applied experience
Ability to travel regularly to our Berkeley office if working remotely

The base salary range for this position is $105,000 to $115,00 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.

#LI-JP1

Top Skills

Fund Documentation

Internal Systems

Machine Learning

Workflow Tracking Tools

View all jobs at The Voleon Group

View The Voleon Group Profile

Report Job

Am I A Good Fit?

beta

Get Personalized Job Insights.

Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.