Investment Operations Analyst

Voya Financial; New York (NY); On-site; USD 85,000 - 95,000; Full time

Job summary

Voya Investment Management seeks a motivated Analyst for the Investment Data & Analytics Team in New York City. This hybrid role involves overseeing analytics reports, ensuring data accuracy, and engaging with various stakeholders to support investment processes. Ideal candidates will have a strong analytical mindset, excellent communication skills, and relevant experience in finance.

Benefits

Health, dental, vision and life insurance plans

401(k) Savings plan with company matching contributions

Tuition reimbursement up to $5,250/year

Paid time off including 20 days PTO

Paid volunteer time — 40 hours per calendar year

Qualifications

• 2-4 years experience with trade workflow and equity trade commissions.
• Ability to train, lead, and mentor staff.
• Demonstrated knowledge of investment products.

Responsibilities

• Oversee investment analytics data and ensure accuracy.
• Coordinate with teams on transaction reporting.
• Produce recurring and ad hoc analytics reports.

Skills

Analytical mindset

Problem solving

Communication

Interpersonal skills

Project management

Education

Bachelor's degree in Economics, Finance, Accounting, or related field

Tools

Excel

SQL

BlackRock Aladdin

Job description

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 – Apply Now

Position Summary

Voya Investment Management is seeking a highly motivated self-starter Analyst for the Investment Data & Analytics Team. Success in this role requires a strong analytical mindset and a high attention to detail. This role will be responsible for overseeing daily analytics reports to ensure accuracy. This role also plays a crucial role as part of a team supporting data and analytics as part of the investment process.

Note: This is a hybrid position and the location for this role is in Atlanta, GA or New York City, NY.

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.
• Commission Management: Work with investment teams and compliance to ensure accurate commission rates on transactions for reporting purposes.
• Transaction Reporting: Drive requirements and support processes for monitoring of transaction reporting.
• Stakeholder Engagement: Liaise 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.
• Risk Model Evaluation: Drive conversations to develop an understanding of investment risk data models in respective vendor systems.
• Impact Analysis: Coordinate, produce and evaluate key impacts to investment analytics for portfolio and respective indices.
• 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.
• Reporting: Produce recurring and ad hoc fixed income analytics reports to internal and external stakeholders, applying knowledge of fixed income to assess accuracy.
• 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.

Qualifications

• Bachelor's degree in Economics, Finance, Accounting, or related field.
• Candidate should have 2-4 years experience with trade workflow and familiarity with equity trade commissions.
• 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.
• Advanced Excel skills required; SQL skills, a plus.
• Experience with BlackRock Aladdin strongly preferred.
• Interest or progress toward CFA, a plus.

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Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$85,000-$95,000

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• 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

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more aboutCritical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial 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, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

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