Senior Associate – Investor Relations and Business Development
| Company | The Voleon Group |
|---|---|
| Location | Boston, MA, USA, Berkeley, CA, USA |
| Salary | $125000 – $150000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
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 30% of the time
- Series 3 license or willingness to pursue within the first three months of employment
- Bachelors Degree
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
Preferred Qualifications
- CFA or CAIA