Associate Vice President

Client Research

Updated on 11/15/2023

201-500 employees

Website

Quantitative hedge fund

Company Overview

The Voleon Group is committed to the development and deployment of cutting-edge technologies in investment management. The company applies rigorous data-driven techniques to financial markets, driven by in-house innovations in machine learning.

AI & Machine Learning

Data & Analytics

Financial Services

Company Stage

N/A

Total Funding

N/A

Founded

2007

Headquarters

Berkeley, California

Growth & Insights

Headcount

6 month growth

↑ 14%

1 year growth

↑ 26%

2 year growth

↑ 24%

Locations

Oakland, CA, USA • Remote in USA

Experience Level

Entry

Junior

Mid

Senior

Expert

Desired Skills

Sales

Python

PowerPoint/Keynote/Slides

Communications

CategoriesNew

Sales & Account Management

Requirements

5+ years of experience
Strong proficiency with PowerPoint and Excel to create high quality presentations
Excellent analytical thinker with great attention to detail
Excellent oral and written communication skills
Outstanding organizational skills to set priorities, manage multiple deliverables in parallel and meet time sensitive deadlines
Bachelor’s degree
Authorization to work in the United States

Responsibilities

Working independently and in conjunction with senior members of the team to create materials with the goal of educating prospective and existing investors
Create slides and full presentations for pitch and educational purposes to relay technical information in a compelling and accessible manner
Develop an understanding of Voleon’s strategies and our differentiators to be able to create and refine narratives about our firm
Create materials for ad-hoc updates on all aspects of our strategies, process, positioning, performance, markets, etc.
Take input from leadership and other members of the team, and drive material from draft to final form
Help design and develop content style guidelines to enhance our materials and ensure consistency across communications
Work with the sales team, investment team and back and middle offices to respond to requests for market and performance data, RFIs and DDQs, and/or presentation materials
Respond in a timely manner to client and prospect requests
Work with Compliance to obtain necessary approvals on materials

Desired Qualifications

Ability to code in python, R, or similar languages
CFA or CAIA or interest in pursuing these certifications

Voleon is a technology company that applies state-of-the-art 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 machine learning to investment management. We have become a multi-billion-dollar asset manager, and we have ambitious goals for the future.

Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced finance and technology professionals. You will be working with strategies that are at the forefront of machine learning and statistical trading. The strategies have been carefully designed to generate non-correlated returns. Our firm and its strategies are the product of many years of meticulous research and craftsmanship, and you will lead the way in bringing them to investors.

In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, unparalleled access to our experts and founders, a beautiful modern office, daily catered lunches, and more.

As a member of our Investor Relations and Business Development team, you will partner closely within Sales and other IRBD colleagues, as well as with Executive Leadership, Research, Engineering, and Operations to synthesize and produce investor relations content worthy of some of the most sophisticated investors in the world. The role sits within our client research and marketing functions, where you will help deliver insights that foster a deeper understanding of Voleon’s research and portfolios among the world’s leading institutional investors.

Responsibilities:

Working independently and in conjunction with senior members of the team to create materials with the goal of educating prospective and existing investors
Create slides and full presentations for pitch and educational purposes to relay technical information in a compelling and accessible manner
Develop an understanding of Voleon’s strategies and our differentiators to be able to create and refine narratives about our firm
Create materials for ad-hoc updates on all aspects of our strategies , process, positioning, performance, markets, etc.
Take input from leadership and other members of the team, and drive material from draft to final form
Help design and develop content style guidelines to enhance our materials and ensure consistency across communications
Work with the sales team, investment team and back and middle offices to respond to requests for market and performance data, RFIs and DDQs, and/or presentation materials
Respond in a timely manner to client and prospect requests
Work with Compliance to obtain necessary approvals on materials

Requirements:

5+ years of experience
Strong proficiency with PowerPoint and Excel to create high quality presentations
Excellent analytical thinker with great attention to detail
Excellent oral and written communication skills
Outstanding organizational skills to set priorities, manage multiple deliverables in parallel and meet time sensitive deadlines
Bachelor’s degree
Authorization to work in the United States

Preferred Qualifications

Ability to code in python, R, or similar languages
CFA or CAIA or interest in pursuing these certifications

“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.

Vaccination Requirement

The Voleon Group has implemented a policy requiring all employees who will be entering our worksite, including new hires, to be fully vaccinated with the COVID-19 vaccine. This policy also applies to remote employees, as such employees will be asked to visit our offices from time to time. To the extent permitted by applicable law, proof of vaccination will be required as a condition of employment. This policy is part of Voleon’s ongoing efforts to ensure the safety and well-being of our employees and community, and to support public health efforts.