Vice President
Performance Reporting and Client Service
Updated on 5/3/2023
Remote • United States
Experience Level
Desired Skills
Data Analysis
  • 5+ years of experience in the investment management industry
  • Strong grasp of performance analytics, portfolio construction, risk, and other investment concepts
  • Experience managing individuals and small teams
  • Comfort and familiarity with large data sets and systems
  • Eagerness to work with diverse teams
  • Bachelor's degree in a quantitative field or related applied experience
  • If working remotely, regular travel to our Berkeley office will be required
  • Oversee production and delivery of all investment and operational processes and reporting. Examples include: Monthly/quarterly/annual fund performance reporting, capital activity processing and reporting, firm-level due diligence content and data, and regulatory reporting (in conjunction with our Compliance team)
  • Ensure Voleon provides best-in-class client service when responding to investor requests for data, marketing materials, operational updates, and other ad-hoc queries
  • Coordinate and manage investor operational due diligence processes, including on-site investor meetings
  • Partner with key 3rd party organizations (i.e., fund administrators, 3rd party risk aggregators, investment consultants) to ensure Voleon's data and information are accurately reflected in the marketplace
  • Lead and manage a small team (3-4 professionals)
  • Partner with Voleon's software engineering team to improve the firm's enterprise performance data infrastructure and tools
The Voleon Group

51-200 employees

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.
Company Core Values
  • Innovation
  • Creative approaches to complex problems
  • Teamwork - maintaining a collaborative and collegial culture