Senior Associate, Client Research

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 formto 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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We may use artificial intelligence (AI) tools to support parts of the hiring process. These tools assist our recruitment team but do not replace human judgement. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.