Analyst, Investment Platform Solutions

Voya Financial • Atlanta, GA

22d

About The Position

Voya Investment Management is seeking a highly motivated self-starter Analyst for the Investment Data & Analytics Team. The individual will report to the SVP, Investment Data & Analytics. Success in this role requires a strong analytical mindset and a high attention to detail. This role will be responsible for overseeing key configurations in the investment platform.

Requirements

• Bachelor's degree in Economics, Finance, Accounting, or related field.
• Highly effective communicator with excellent interpersonal and presentation skills.
• Ability to problem solve, 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 and encourage growth.
• Cultivate key relationships across the organization to ensure connection amongst various teams throughout Voya Investment Management. Represent the team in key discussions.
• Ability to collaborate across teams to devise comprehensive solutions.
• Ability to multi-task, set direction and thrive in a fast paced, deadline-driven environment.
• Highly motivated self-starter with a strong work ethic that is eager to develop and learn.
• An analytical mindset, 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 required; SQL skills, a plus.

Nice To Haves

• Interest or progress toward CFA, a plus.

Responsibilities

• Analytics Data Oversight: Accountable for oversight of investment analytics data within equity & multi-asset portfolios. Ensure analytics related deliverables are completed timely and accurately. Ensure root cause analysis approach is performed on data quality issues affecting investment data to ensure end-to-end resolution; coordinate resolution with other groups as required. Escalate issues to management with solutions-oriented approach. Identify gaps in controls and propose solutions.
• Stakeholder Engagement: Consult with various 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 that portfolios and respective benchmarks are setup timely and maintained.
• Investment Platform Configuration: Apply knowledge of the configuration of the investment platform to support initiatives. These configurations may relate to setup and maintenance of portfolios, portfolio groups, benchmarks, permissions, etc.
• 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: Work with the investment teams to become fluent in the various investment strategies and respective nuances. Maintain documentation accordingly.
• Vendor Engagement: Drive relationships with key vendors to establish recurring touchpoints to raise outstanding items and key topics. Drive the coordination of enhancements within the investment platform with the vendor.
• Data Requests: Ensure prompt responses to investment data requests from key customers, including traders, portfolio managers, sales, and client service personnel.
• Investment Data Concepts: Partake in conversations applying deep knowledge of investment data concepts.
• Benchmark Rebalance Processes: Work alongside the investment teams to perform analysis on benchmark rebalances to ensure the data is comprehensive and accurate.
• Focus on Continuous Improvement: Bring a fresh perspective on existing issues, processes, and controls to develop and recommend new and improved controls and procedural enhancements.

Benefits

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees