The Investor Services Specialist will manage daily investor operations, including processing capital activity and coordinating requests from investors and administrators.
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.
The Investor Services Specialist will play a critical role in managing the daily flow of Investor Relations operations, including processing capital activity, coordinating investor and administrator requests, and ensuring the accuracy of internal reporting and records. This role combines exceptional organizational skills, attention to detail, and the ability to manage and prioritize multiple workstreams in a high-accountability environment. Reporting to the Senior Investor Relations Manager, this role serves as a central hub for day-to-day investor operations. The successful candidate will collaborate across internal and external stakeholders to deliver timely and high-quality service to institutional investors and support our internal processes. This role is a means to make a difference: the client service processes you lead will directly enhance Voleon’s leading position in the world of quantitative finance.
Key Responsibilities
- Manage daily investor operations, including processing subscriptions, redemptions, and transfers in coordination with the fund administrator
- Track and prioritize incoming inquiries, ensuring timely, accurate, and professional responses to both internal and external stakeholders
- Ensure accurate and complete internal reporting, collaborating with colleagues in Investor Relations, Legal, Operations, and Compliance
- Contribute to process improvements, identifying operational risks or inefficiencies and proposing solutions
Qualifications
- 2+ years of experience in client service or investor relations at a hedge fund, asset manager, or similar financial institution
- Demonstrated ability to manage capital activity, reporting workflows, or reconciliation processes in a deadline-driven environment
- Outstanding organizational skills, with the ability to balance multiple priorities and remain detail-oriented under tight deadlines
- Strong written and verbal communication skills, with professionalism in all stakeholder interactions
- Confidence working with internal systems and data, including fund documentation and workflow tracking tools
- Eagerness to work with diverse teams
- Bachelor’s degree in a business, finance, or quantitative discipline or equivalent applied experience
- Ability to travel regularly to our Berkeley office if working remotely
The base salary range for this position is $105,000 to $115,00 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.
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Top Skills
AI
Fund Documentation
Internal Systems
Machine Learning
Workflow Tracking Tools
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