Summer Student - Institutional

Voya Financial•New York, NY
•Hybrid

About The Position

This position is part of Voya Investment Management’s Summer Student Program, which gives students firsthand experience in the investment management industry while working with professionals across the organization. The student supports the Institutional Distribution group, including Sales, Business Management, and Request for Proposal teams, and gains exposure to senior department members while developing knowledge of asset management and Voya. The role is based in Voya’s New York office, with an expected onsite presence averaging up to three days per week to support team and business priorities. The student contributes to client and prospect research, CRM data quality, sales preparation, and client segmentation initiatives, and collaborates with fellow summer students on a group project.

Requirements

  • High school diploma or GED.
  • Currently pursuing an undergraduate degree in finance, business, economics, or a related field.
  • Strong verbal and written communication skills.
  • Strong organizational and project management skills, with close attention to detail.
  • Ability to work under pressure and deliver work with a high degree of accuracy.
  • Ability to work independently, take initiative, and manage multiple priorities.
  • Customer-focused mindset and commitment to excellence.
  • Working knowledge of Microsoft Word, Excel, PowerPoint, and Outlook.

Nice To Haves

  • Interest in investment management, institutional distribution, sales, or financial services.
  • Familiarity with Salesforce, Access, or other database and CRM platforms.

Responsibilities

  • Update key information in Salesforce CRM to improve sales data accuracy.
  • Use internal and external resources to update contact information and professional biographies for key client personnel.
  • Tag contacts by functional role and investment focus to support targeted communications.
  • Research clients that use external consultants to understand how client organizations and consulting partners work together.
  • Analyze prospective clients’ financial statements to help the sales team assess opportunities and prioritize clients.
  • Compile materials to prepare the sales team for client meetings and track follow-up items based on meeting discussions.
  • Assist in creating a repeatable process for using client segmentation to support product-specific sales strategies.
  • Help identify and address data gaps in client and prospect information.
  • Collaborate with other summer students on a group project.
  • Perform other duties as assigned.

Benefits

  • Health, dental, vision, and life insurance plans.
  • 401(k) savings plan with company matching contributions up to 6%.
  • Employer-paid Voya Retirement Plan cash balance plan (4%).
  • Tuition reimbursement up to $5,250 per year.
  • Paid time off, including 20 days of PTO, nine paid company holidays, and a flexible Diversity Celebration Day.
  • 40 hours of paid volunteer time per calendar year.
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