Voya Investment Management
Analyst, Investment Platform Solutions
Voya Investment Management, Atlanta, Georgia, United States, 30383
Overview
Analyst, Investment Platform Solutions at Voya Investment Management. The role reports to the SVP, Investment Data & Analytics. Success requires a strong analytical mindset and high attention to detail. This role oversees key configurations in the investment platform. Responsibilities
Analytics Data Oversight: Accountable for oversight of investment analytics data within equity & multi-asset portfolios. Ensure analytics deliverables are completed timely and accurately. Perform root cause analysis on data quality issues affecting investment data and coordinate resolution with other groups. Escalate issues with a solutions-oriented approach. Identify gaps in controls and propose solutions. Stakeholder Engagement: Consult with groups including Risk, Investment Teams, Compliance, etc., on daily production and key initiatives. Portfolio & Benchmark Setup: Liaise with client service and investment teams to ensure portfolios and respective benchmarks are set up timely and maintained. Investment Platform Configuration: Apply knowledge of the investment platform configuration to support initiatives (e.g., setup and maintenance of portfolios, portfolio groups, benchmarks, permissions). Commission Management: Work with investment teams and compliance to ensure accurate commission rates on transactions for reporting purposes. Key Projects: Drive conversations related to team projects and initiatives. Investment Strategy Knowledge: Become fluent in various investment strategies and their nuances; maintain documentation accordingly. Vendor Engagement: Drive relationships with key vendors, raise outstanding items, coordinate enhancements within the investment platform with the vendor. Data Requests: Respond promptly to investment data requests from traders, portfolio managers, sales and client service personnel. Investment Data Concepts: Engage in discussions applying deep knowledge of investment data concepts. Benchmark Rebalance Processes: Analyze benchmark rebalances to ensure data is comprehensive and accurate. Continuous Improvement: Propose new and improved controls and procedural enhancements. Qualifications
Bachelor's degree in Economics, Finance, Accounting, or related field. Highly effective communicator with excellent interpersonal and presentation skills. Problem solving and ability to execute process improvements resulting in robust processes. Demonstrated knowledge and/or ability to learn investment products. Ability to train, lead, build and mentor staff. Set objectives for the team to foster growth. Cultivate key relationships across the organization to ensure connection among various teams at Voya Investment Management. Represent the team in key discussions and collaborate across teams to devise comprehensive solutions. Ability to multi-task, set direction and thrive in a fast-paced, deadline-driven environment. Motivated self-starter with a strong work ethic and eagerness to develop and learn. Analytical mindset with strong project management, organizational, and problem-solving skills. 2-4 years’ experience in a similar capacity within investment management preferred; experience in investment management required. Advanced Excel skills; SQL skills a plus. Interest or progress toward CFA, a plus. Compensation and Benefits
Compensation: $80,000 - $100,000 USD. The range reflects expected hiring range in listed locations. In addition to base salary, Voya offers incentive opportunities (e.g., annual cash incentives, sales incentives, and/or long-term incentives) based on role and performance. Actual compensation may vary based on geographic location, experience, education, licensure requirements and skill level; final offer will be determined at hire. Salaries for part-time roles will be prorated. Be Well. Stay Well. Voya provides resources to help employees thrive physically, financially, socially and emotionally. Benefits include a range of plans, programs, tools and resources designed to help you and your family be well. What We Offer
Health, dental, vision and life insurance plans 401(k) Savings plan with company matching contributions (up to 6%) Voya Retirement Plan – employer paid cash balance retirement plan (4%) Tuition reimbursement up to $5,250/year Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day Paid volunteer time — 40 hours per calendar year Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, or any other status protected by state or local law. Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Job Details
Seniority level: Not Applicable Employment type: Full-time Job function: Finance and Sales Industries: Insurance and Financial Services
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Analyst, Investment Platform Solutions at Voya Investment Management. The role reports to the SVP, Investment Data & Analytics. Success requires a strong analytical mindset and high attention to detail. This role oversees key configurations in the investment platform. Responsibilities
Analytics Data Oversight: Accountable for oversight of investment analytics data within equity & multi-asset portfolios. Ensure analytics deliverables are completed timely and accurately. Perform root cause analysis on data quality issues affecting investment data and coordinate resolution with other groups. Escalate issues with a solutions-oriented approach. Identify gaps in controls and propose solutions. Stakeholder Engagement: Consult with groups including Risk, Investment Teams, Compliance, etc., on daily production and key initiatives. Portfolio & Benchmark Setup: Liaise with client service and investment teams to ensure portfolios and respective benchmarks are set up timely and maintained. Investment Platform Configuration: Apply knowledge of the investment platform configuration to support initiatives (e.g., setup and maintenance of portfolios, portfolio groups, benchmarks, permissions). Commission Management: Work with investment teams and compliance to ensure accurate commission rates on transactions for reporting purposes. Key Projects: Drive conversations related to team projects and initiatives. Investment Strategy Knowledge: Become fluent in various investment strategies and their nuances; maintain documentation accordingly. Vendor Engagement: Drive relationships with key vendors, raise outstanding items, coordinate enhancements within the investment platform with the vendor. Data Requests: Respond promptly to investment data requests from traders, portfolio managers, sales and client service personnel. Investment Data Concepts: Engage in discussions applying deep knowledge of investment data concepts. Benchmark Rebalance Processes: Analyze benchmark rebalances to ensure data is comprehensive and accurate. Continuous Improvement: Propose new and improved controls and procedural enhancements. Qualifications
Bachelor's degree in Economics, Finance, Accounting, or related field. Highly effective communicator with excellent interpersonal and presentation skills. Problem solving and ability to execute process improvements resulting in robust processes. Demonstrated knowledge and/or ability to learn investment products. Ability to train, lead, build and mentor staff. Set objectives for the team to foster growth. Cultivate key relationships across the organization to ensure connection among various teams at Voya Investment Management. Represent the team in key discussions and collaborate across teams to devise comprehensive solutions. Ability to multi-task, set direction and thrive in a fast-paced, deadline-driven environment. Motivated self-starter with a strong work ethic and eagerness to develop and learn. Analytical mindset with strong project management, organizational, and problem-solving skills. 2-4 years’ experience in a similar capacity within investment management preferred; experience in investment management required. Advanced Excel skills; SQL skills a plus. Interest or progress toward CFA, a plus. Compensation and Benefits
Compensation: $80,000 - $100,000 USD. The range reflects expected hiring range in listed locations. In addition to base salary, Voya offers incentive opportunities (e.g., annual cash incentives, sales incentives, and/or long-term incentives) based on role and performance. Actual compensation may vary based on geographic location, experience, education, licensure requirements and skill level; final offer will be determined at hire. Salaries for part-time roles will be prorated. Be Well. Stay Well. Voya provides resources to help employees thrive physically, financially, socially and emotionally. Benefits include a range of plans, programs, tools and resources designed to help you and your family be well. What We Offer
Health, dental, vision and life insurance plans 401(k) Savings plan with company matching contributions (up to 6%) Voya Retirement Plan – employer paid cash balance retirement plan (4%) Tuition reimbursement up to $5,250/year Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day Paid volunteer time — 40 hours per calendar year Equal Employment Opportunity
Voya Financial is an equal-opportunity employer. Voya provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, or any other status protected by state or local law. Reasonable Accommodations
Voya is committed to the inclusion of all qualified individuals. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Job Details
Seniority level: Not Applicable Employment type: Full-time Job function: Finance and Sales Industries: Insurance and Financial Services
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