The Voleon Group

Senior Associate, Client Research

Posted 16 Days Ago

Be an Early Applicant

3 Locations

Hybrid

125K-150K Annually

Mid level

Financial Services

The Role

The role involves crafting investor-facing materials, translating quantitative research into narratives, and collaborating with teams for accurate data presentation and content delivery.

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.

As a member of our Investor Relations and Business Development (IRBD) team within our Client Research and Marketing functions, you will create and maintain investor-facing content that explains our quantitative strategies to sophisticated institutional audiences. You will work closely with IRBD colleagues in Client Research, Marketing, and Sales, and collaborate with Research, Reporting, and Compliance, to help deliver insights that foster a deeper understanding of Voleon’s research and portfolios. You will turn data and research into clear narratives and visuals, strengthening our partnerships among the world’s leading institutional investors and contributing to capital growth efforts.

This position is open to remote work in the US with the option to work hybrid or onsite at our offices in Berkeley or New York.

Responsibilities

Work independently and collaboratively with senior team members to develop materials for investors, including presentations, fact sheets, investor letters, and thought-leadership pieces, with a strong emphasis on data-analysis, accuracy, clarity, and visual excellence
Help translate quantitative research and portfolio results into clear, accurate narratives and visuals for institutional investors
Own standard material updates, coordinating inputs across teams and ensuring timely, error-free delivery
Drive content from draft to final approval, incorporating feedback from leadership and teammates
Partner with sales, investment, and back/middle office teams to gather data and respond to RFIs, DDQs, and ad-hoc requests
Help design and enforce content style guidelines and templates to ensure consistency across communications
Work closely with Compliance to obtain necessary approvals and maintain required disclosures

Requirements

3+ years of experience working within the investment management industry
Outstanding organizational skills to set priorities, manage multiple deliverables in parallel and meet time sensitive deadlines
Excellent analytical rigor and robust attention to detail
Strong proficiency with PowerPoint and Excel, including experience using MS Office software to produce high quality presentations
Excellent oral and written communication skills
Bachelor’s degree

Preferred Qualifications

Familiarity with hedge fund investment strategies and investing concepts
Exposure to financial databases or data delivery, e.g., Bloomberg
Ability to code in Python, R, or similar languages
CFA or CAIA or willingness to pursue these certifications

The base salary range for this position is $125,000 to $150,000 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.

#LI-TN1

Top Skills

Bloomberg

Excel

Machine Learning

MS Office

PowerPoint

Python

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.