Private Credit Portfolio Data Analyst

Voya Financial • Atlanta, GA

65d • $75,000 - $100,000

About The Position

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Get to Know the Opportunity The Private Credit Portfolio Data Analyst is responsible for assisting in the support of production, marketing and communication of product and investment content used by external client portfolio managers as well as internal and external partners. This position is also responsible for data management activities supporting both the Private Credit portfolio management and Private Credit investment analyst teams. The Contributions You Will Make Performing as a core part of IM’s Private Credit Portfolio Management and Investment team, the data analyst will be responsible for data and data projects to support both internal and external clients.

Requirements

• Bachelor’s degree in Finance, Accounting, or related field with 3-5 years minimum financial data experience, preferably in asset management, accounting, audit, or capital markets.
• Strong fixed income knowledge required and fixed income experience a plus.
• Expect pursuit of CFA Investment Foundations designation.
• Excellent verbal and written communications skills with a passion for fixed income investing and attention to detail.
• Exceptional analytical skills, with the ability to analyze, organize and visualize data to support Voya’s fixed income strategies.
• Deep knowledge of Excel and PowerPoint required, and experience with WebFocus or programing a plus.
• Strong interpersonal skills with ability to engage with many individuals throughout the organization.
• Career interest as a data analyst in investment management with good comfort interfacing with internal and/or external clients.
• Ability to multi-task and work in a high-paced, team-oriented environment.
• Creative problem-solving skills to improve and automate reporting and processes.
• Exemplary organizational skills, ensuring Senior PMs are well prepared for client portfolio review meetings and timeliness of client deliverables and that Analyst team is fully supported for on-going data needs.

Nice To Haves

• Background in CPA or CFA preferred.

Responsibilities

• Supporting client portfolio management responsibilities, including preparing materials to support making investment decisions on behalf of external clients following stated investment guidelines, helping with data to maintain client portfolios, helping track and ensure portfolios remain in compliance, and other data tracking regarding on-going production and investment results.
• Responsible for onboarding new client relationships across the team’s proprietary portfolio management systems.
• Supporting data analysis for internal and external clients regarding capital market analysis, individual portfolio holding updates, and portfolio performance.
• Contributing to quarterly client portfolio review meetings by reviewing and ensuring that data in presentations is correct and providing additional customized responses and answers in timely fashion for any ad-hoc client requests.
• Assist the Senior Private Credit Client Portfolio Managers in gathering and analyzing product and capital markets data, assembling support materials including commentaries, presentation books and various marketing and communication pieces.
• Assist Institutional Insurance Solutions Sales team in curating customized report requests and pitch books for potential client mandates.
• Partnering with marketing and communications to assist in a high-quality investment product and client content creation and distribution.
• Ongoing project coordination and communications regarding data with all parts of the organization including portfolio management, marketing and communications, operations, and IT, legal and compliance and IM’s institutional distribution teams.
• Assist the dedicated Private & Alternative CPMs with internal and external client inquiries including customized reports, ad-hoc client requests, and RFPs with strict deadlines.
• Support PM team with client allocations.
• Responsible for trade entry on new primary and secondary transactions and on on-going trade update needs for delayed draws, loans, or revolvers.
• Responsible for the data support needed for our secondary trades, including tracking and necessary research to support trades.
• Lead the data review process semi-annual to review security master information, including sectors, pricing methods, etc.
• Liaison with analysts and provide ongoing support to lead processes to review monthly rating changes, capital watchlist changes, and credit watchlist changes.
• Engage with team to support the NAIC rating checks and filing support on an on-going basis as required by the SVO for our insurance clients.
• Assist analyst team with engaging with required wire instruction changes, wire tracking, and missed payments.
• Responsible for understanding, communicating, and ensuring that capital calls are properly recorded and tracked on an on-going basis.
• Primary person for business continuity technological tests that occur a few times a year.
• Assist with on-going technological advances to our proprietary research platform by testing out functionality.

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: Mid Level
• Number of Employees: 251-500 employees