Investor Reporting Specialist

Summary

Join Voleon, a leading technology company in AI and machine learning applications for finance, as an Investor Reporting Specialist. You will play a key role in preparing and reconciling performance reporting, quantitative risk analytics, and due diligence materials for institutional investors. This position requires analytical rigor, project management, and business acumen to deliver high-quality performance data and insights. You will collaborate with colleagues across Investor Relations and Business Development and have regular exposure to senior stakeholders and clients. The role offers a chance to make a significant contribution to Voleon's success in quantitative finance. Voleon provides a collegial working environment and competitive compensation and benefits.

Requirements

• 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

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

Benefits

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