IM Entry Level Analyst Program: Client Services

Voya Financial • Scottsdale, AZ

99d • $70,000

About The Position

This role is a part of our Voya Investment Management Entry Level Program. This program, which will begin in July 2026, is designed to develop the careers of entry level employees and provide you with the unique opportunity to begin your investment career while gaining hands-on experience and on-the-job development and training. We are seeking a Junior Settlement Analyst to support Voya Investment Management’s private market strategies. Voya IM’s private assets in scope currently include private placements, direct and syndicated loans, infrastructure debt, and private asset-based finance transactions, including structured debt and equity. Investors in these assets tend to be large institutional or insurance entities that warrant a high-touch service model, including advance notice of settlement-related activities. The settlement process is highly manual and relies on strong relationships with our trading partners. This person will be tasked with all aspects of trade settlement and funding, as further described below. This function is critical to supporting a rapidly growing and highly profitable line of business. Our ideal candidate is organized, articulate, responsive, and has experience working in a fast-paced environment and meeting customer demands.

Requirements

• Applicants should be graduating with an undergraduate degree in December 2025 or spring/summer of 2026.
• Bachelor’s degree or higher with an emphasis on finance, accounting or other business-related field.
• While no prior work experience is required, an internship in the investment management industry is a plus.
• Strong written and verbal communication skills with ability to effectively interact with people inside and outside the organization, and a particular focus on professionalism.
• Comfortable making phone calls to investment team members, clients and banking partners.
• Highly organized and able to perform detailed work and multi-task to meet deadlines.
• Strong computer skills and proficiency with Microsoft Office Suite, specifically Excel.
• Aptitude to learn and become fluent in our proprietary technology system, Research Web, as well as external web-based data provider platforms (e.g., Blackrock Aladdin).

Responsibilities

• Facilitation and coordination of capital call notices and other notices to clients ahead of a specified funding date.
• Coordinating and deciphering complex wiring instructions, which are often complex, and sending the instructions to each client investing in the transaction.
• Inputting wire instructions into Voya IM’s portfolio management and payment systems (Research Web and PeopleSoft) in order to populate payment instructions.
• Sending draft letters of instruction to each client one day before funding.
• Sending notifications to each client investing in the deal on the day of funding once Voya is notified that closing conditions have been confirmed and finalized.
• Coordinating and setting up deal settlement with loan servicers and other servicing banks.
• Collecting federal reference numbers for all clients investing into the deal, and sending to the issuer or administrative agent as requested.
• Providing responses to client and/or issuer inquiries regarding payments, and helping to research and respond to other payment issues.
• Uploading closing documents and distributing closing packages to clients.
• Maintaining client wire instructions and Administrative Details.
• Understanding and complying with firm policies and procedures while performing the responsibilities described above.

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
• Education Level: Bachelor's degree