Investor Reporting Manager

Upturn Co. • San Juan, PR

15d

About The Position

The Investor Reporting Manager will be responsible for providing Voleons clients with timely performance reporting, quantitative risk analytics, due diligence materials, and other service requirements. The successful candidate will leverage a combination of financial acumen, project and people management expertise, and sound business judgment to deliver best-in-class performance data, insights, and operational service. This role will help drive a transformation of Voleons performance reporting capabilities as we expand our current product offering and seek to enhance our level of partnership with clients. Reporting to the Director, Client Service & Portfolio Structuring, the successful candidate will have the opportunity to work closely with senior leadership including the Head of Investor Relations and Business Development and other key cross functional stakeholders on business-critical projects. This role is a means to make a difference: the data infrastructure, analytics, and service processes you lead will directly enhance Voleons leading position in the world of quantitative finance.

Requirements

• 5+ years of experience in the investment management industry
• Proven experience producing investor-facing reporting and performance analytics
• Comfort and familiarity with large data sets and systems
• Excellent communication skills, with the ability to build and maintain relationships with internal teams and external service providers
• Demonstrated experience managing individuals and small teams
• Eagerness to work with diverse teams
• Bachelor's degree in a quantitative field or related applied experience
• Ability to travel regularly to our Berkeley office if working remotely

Responsibilities

• Oversee production and delivery of all investment and operational processes and reporting, including but not limited to monthly, quarterly, and annual fund performance reports, firm-level due diligence content and data and regulatory reporting in collaboration with the Compliance team
• Deliver best-in-class client service, ensuring timely and accurate responses to investor requests for data, marketing materials, operational updates, and other ad hoc queries
• Collaborate with key external service providers (i.e., fund administrators, 3rd party risk aggregators) to ensure Voleons data is accurately captured and reflected in the marketplace
• Partner with Voleons software engineering team to drive automation efforts and enhance the firms enterprise performance data infrastructure and tools

What This Job Offers

• Job Type: Full-time
• Career Level: Manager