Portfolio Strategist

Company: The Voleon Group
Location: Berkeley
Posted on: January 19, 2023

Job Description:

Voleon is a technology company that applies state-of-the-art 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 machine learning to investment management. We have become a multi-billion-dollar asset manager, and we have ambitious goals for the future. - Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced finance and technology professionals. You will be working with strategies that are at the forefront of machine learning and statistical trading. The strategies have been carefully designed to generate non-correlated returns. Our firm and its strategies are the product of many years of meticulous research and craftsmanship, and you will lead the way in bringing them to investors. In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, unparalleled access to our experts and founders, a beautiful modern office, daily catered lunches, and more. As a Portfolio Strategist, you will be a primary representative for our organization with the investment community. Working in partnership with our investor relations professionals, you will serve as a bridge between our R&D organization and the investors with whom we partner. You will leverage your technical expertise to explain how we apply cutting edge machine learning research to financial markets and portfolios. You will communicate these insights through a combination of in-person interactions and the creation of presentations, white papers and other written/digital communications. You will also conduct bespoke analyses to address investor questions about our portfolios and research. You will work closely with both our world-class machine learning scientists, statisticians, and technical innovators, as well as our seasoned investor-facing team. You will collaborate with top researchers to understand their work and find unique ways of helping the broader investor community understand these insights. This role is a means to make a difference: the insights you deliver will directly fuel Voleon's ability to maintain and strengthen its position in the world of quantitative finance. Responsibilities

• Create content such as papers, presentations, and other collateral to support Voleon's efforts to deliver our insights to the broader investment community
• Perform your own analyses to answer and anticipate questions from existing and prospective clients that will supplement our research work. These analyses may include portfolio and risk analytics, market commentary, or other research that both help clients and match your areas of expertise
• Maintain ongoing connection with a research team that has collectively published hundreds of academic articles in top-tier venues on machine learning, systems, and theory
• Synthesize investor expectations, preferences, and aversions to inform improvements and evolution to our strategies
• Lead efforts to demonstrate the rigor of our technical work, such as speaking at conferences and publishing papers
• Meet with existing and prospective investors and serve as a technical expert, providing updates and educating clients on our machine learning approach
• Occasional travel to our Berkeley office may be requiredRequirements
  • 5+ years of experience in the quantitative investment industry -
  • Track record of producing and presenting technical content to various audiences
  • Experience working with financial concepts and/or quantitative investment strategies including portfolio construction and risk management
  • Eagerness to work with diverse teams
  • Bachelor's degree in a quantitative field or related applied experiencePreferred Qualifications
    • Track record of persuading institutional investors to make significant monetary or resource commitments
    • Experience with modern statistical methods/machine learning
    • Graduate degree in a quantitative field and/or academic publishing record "Friends of Voleon" Candidate Referral Program If you have a great candidate in mind for this role and would like to have the potential to earn $15,000 if your referred candidate is successfully hired and employed by The Voleon Group, please use this - form -to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the - Voleon Referral Bonus Program . Equal Opportunity Employer The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law. The Voleon Group has implemented a policy requiring all employees who will be entering our worksite, including new hires, to be fully vaccinated with the COVID-19 vaccine. This policy also applies to remote employees, as such employees will be asked to visit our offices from time to time. To the extent permitted by applicable law, proof of vaccination will be required as a condition of employment. This policy is part of Voleon's ongoing efforts to ensure the safety and well-being of our employees and community, and to support public health efforts.

Keywords: The Voleon Group, Berkeley , Portfolio Strategist, Other , Berkeley, California