Investor Reporting Specialist

About Voleon

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.

Investor Reporting Specialist Role

The Investor Reporting Specialist will play a key role in preparing and reconciling performance reporting, quantitative risk analytics, due diligence materials, and other client service deliverables for Voleon’s institutional investors. This role combines analytical rigor, project management, and business acumen to deliver high-quality performance data, insights, and operational service.

Reporting to the Investor Reporting Manager, this position will contribute to the development of Voleon’s performance reporting capabilities as we expand our product offering and deepen our client partnerships. The successful candidate will work closely with colleagues across Investor Relations and Business Development, and will have regular exposure to senior stakeholders and clients. This role is a means to make a difference: the analytics and service processes you lead will directly enhance Voleon’s leading position in the world of quantitative finance.

Key Responsibilities

• Produce accurate and timely reporting, including fund-level performance reports, firm-level due diligence materials, and regulatory reporting (in partnership with the Compliance team)
• Respond to investor requests with best-in-class service, providing data, operational updates, and ad hoc support for marketing and due diligence needs
• Coordinate with third-party service providers, such as fund administrators, to ensure data integrity and process efficiency
• Collaborate with Voleon’s software engineering team to enhance automation and enhance the firm’s enterprise performance data infrastructure and tools

Qualifications

• 2+ years of experience in investor reporting, client service, or performance analytics at a hedge fund, asset manager, or similar financial institution
• Demonstrated ability to produce accurate and client-ready investor reporting and performance analysis
• Strong comfort with large data sets, reporting systems, and tools used in financial operations
• Excellent written and verbal communication skills, including experience collaborating across internal teams and with external providers
• Intermediate to advanced Excel skills required
• 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

Compensation & Benefits

• Employment Type: Full-time
• Base Salary Range: $105,000 to $115,000 (individual salaries determined by education, experience, knowledge, skills, and geography)
• Benefits Package: 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.

Candidate Referral Program

“Friends of Voleon” Candidate Referral Program