Investor Reporting Specialist

Berkeley, California, United States

Apply with AI Apply

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Artificial Intelligence, AI & Machine Learning, Asset ManagementIndustries

Requirements

Candidates should possess at least 2 years of experience in investor reporting, client service, or performance analytics within a hedge fund, asset manager, or similar financial institution. A Bachelor's degree in a quantitative field or equivalent experience is required, along with demonstrated ability to produce accurate, client-ready investor reports and performance analysis. Strong comfort with large data sets, reporting systems, and financial operations tools is essential, as are excellent written and verbal communication skills, and intermediate to advanced Excel proficiency. The ability to travel regularly to the Berkeley office if working remotely is also necessary.

Responsibilities

The Investor Reporting Specialist will prepare and reconcile performance reporting, quantitative risk analytics, and due diligence materials for institutional investors. This role involves responding to investor requests with high-quality service, providing data, operational updates, and ad hoc support. Responsibilities include coordinating with third-party service providers to ensure data integrity and process efficiency, and collaborating with the software engineering team to enhance automation and the firm's performance data infrastructure.

Skills

performance reporting

quantitative risk analytics

due diligence

client service

analytical rigor

project management

business acumen

data analysis

The Voleon Group

Investment management using machine learning algorithms

About The Voleon Group

Voleon focuses on investment management by utilizing machine learning to analyze financial market trends. The firm uses advanced statistical models to process large datasets and identify patterns that inform investment decisions, setting it apart from traditional methods that rely on human intuition. Voleon serves institutional clients and operates on a performance-based fee structure, aligning its interests with those of its clients. The company's goal is to provide data-driven insights that optimize investment returns while adapting to changing market conditions.

Berkeley, CaliforniaHeadquarters

2007Year Founded

VENTURE_UNKNOWNCompany Stage

Quantitative Finance, Financial ServicesIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Paid Vacation

Paid Sick Leave

401(k) Retirement Plan

401(k) Company Match

Risks

Competition from other quantitative hedge funds may erode Voleon's market share.

Regulatory scrutiny on AI use in finance could increase compliance costs for Voleon.

Data quality issues could lead to inaccurate predictions and financial losses for Voleon.

Differentiation

Voleon uses machine learning for data-driven financial market predictions.

The firm serves institutional clients with a focus on scalability and risk management.

Voleon's academic approach emphasizes intellectual rigor and continuous learning.

Upsides

Increased interest in ESG investing offers new opportunities for Voleon's models.

Alternative data sources enhance predictive models for quantitative hedge funds like Voleon.

Cloud computing enables efficient scaling of Voleon's data processing capabilities.

Land your dream remote job 3x faster with AI

Try Jobo Free