Investor Services Specialist

VOLEON • Berkeley, CA

150d • $105,000 - $115,000 • Hybrid

About The Position

Voleon is a technology company that applies state-of-the-art AI and 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 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.

Requirements

• 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

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

Benefits

• Medical, dental and vision coverage
• Life and AD&D insurance
• 20 days of paid time off
• 9 sick days
• 401(k) plan with a company match

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees