Investment Stewardship Analyst

Voya Financial, Inc.; New York (NY); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Tuition reimbursement

Paid time off and holidays

Volunteer time

Job summary

Voya Financial, Inc. is seeking a senior-level professional to join the Active Ownership team in New York. The role supports voting analysis, governance engagement and research across public companies for our mutual funds and institutional accounts.

The successful candidate will have 3+ years in active ownership, strong financial judgment, and the ability to collaborate across teams while delivering precise, timely materials for vote recommendations and committee meetings.

Qualifications

• Undergraduate degree in business, finance, economics, sustainability or equivalent experience.
• 3+ years of active ownership-related experience.
• Strong interest in governance, sustainability, policy, and financial performance.
• Excellent verbal and written communication skills.

Responsibilities

• Prepare materials for investment analysts, proxy committees and mutual fund boards.
• Prepare legal documents such as foreign market Powers of Attorney and EDGAR filings (Form N-PX).
• Review corporate action and security lending activity and recalls.
• Support proxy voting committees and client inquiries with data-driven analyses.
• Collaborate with Responsible Investment and Thematic Research teams to improve processes and data.
• Ensure accurate voting in line with proxy voting policy and deadlines.

Skills

Active ownership

Corporate governance

Financial analysis

Stakeholder engagement

Attention to detail

MS Office

Education

Bachelor's degree in business/finance/economics/sustainability

Tools

Microsoft Office

Adobe

SharePoint

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 Get to Know the Opportunity The Active Ownership team plays several important roles in the success of Voya IM’s ability to help our clients meet their investment goals, and to contribute to Voya’s responsible investment program. Each year, the Active Ownership team researches and votes many thousands of public company shareholder meetings and conducts engagement meetings with many of our portfolio companies on behalf of our Voya mutual funds’ shareholders and our institutional investors’ accounts managed by Voya IM. Active ownership is key to giving our clients a voice in the governance of their portfolio companies. Many of the issues that the team researches, votes, and engages on relate to events and issues currently in the news at companies around the world. In addition to engaging with public companies as well as researching and voting proxies, the team provides active ownership expertise to stakeholders across Voya, works closely with various departments to ensure we satisfy our clients’ active ownership expectations, and oversees our service providers. The Contributions You'll Make: Demonstrate ability to work accurately and independently as well as function in a small team environment. Assist with preparing materials for investment analysts, proxy committees, and mutual fund boards of directors. Ability to work independently to prepare legal documents such as foreign market Powers of Attorney and EDGAR filings (Form N-PX). Reviewing corporate action and security lending activity and recalls. Assemble and process research materials and account holdings in preparation for voting analysis and vote execution. Ensure accounts and ballots are voted accurately, in accordance with the proxy voting policy, and before applicable meeting cut-off dates, including engaging with investment analysts for vote recommendations, as needed. Assist in the development of quarterly and ad-hoc materials for the proxy voting committees and mutual fund boards of directors. Collaborate with the broader Responsible Investment and Thematic Research team to improve processes, research companies, source relevant data, and offer support on relevant projects. Work with client service, compliance, and the RFP team to respond to active ownership-related client inquiries, reporting requests, and requests for activity and outcomes. Minimum Knowledge & Experience An undergraduate degree in business finance, economics, sustainability or another relevant field or equivalent experience such as investment stewardship, public policy, equity research and analysis, financial services, or specialized client-facing roles. 3+ years of active ownership-related experience. Strong interest in corporate governance, sustainability, corporate strategy, public policy, and financial performance. Excellent verbal and written communication skills. Able to prioritize and manage multiple responsibilities and projects in a fast-paced, deadline and compliance driven work environment. Highly detail-oriented with exceptional organizational skills. Strong work ethic. Demonstrate the ability to work independently as well as function in a small team environment. Able to build strong working relationships with colleagues and external parties. Take a proactive approach in completing tasks and projects and demonstrate the ability to uncover issues and utilize superior problem-solving and critical thinking skills to find solutions to project challenges. Proficient in Microsoft products, Adobe, and SharePoint. #LI-MG1 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. $100,000 - $120,000 USD 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 about Critical 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. Misuse of Voya's name in fraud schemes Voya Financial, Inc., is a leading retirement, employee benefits and investment management company. Voya’s services and solutions help clear the path to financial confidence and a more fulfilling life for individual, workplace and institutional clients, supporting more than 18 million customer relationships. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya fosters a culture that values customer centricity, integrity, accountability, agility and inclusivity. Together with customers and partners, Voya employees fight for everyone's opportunity for a better financial future. For more information visit https://www.voya.com/ Voya’s values serve as our compass, bringing together our culture, performance, brand, vision, strategy and corporate responsibility activities. Our values guide our decision-making and behaviors allowing us to deliver worth to our customers, distribution partners, shareholders and each other. With a lens on balance, health & welfare, our work environment offers flexibility. The majority of our roles have adopted a hybrid schedule — working some days in the office and some days remotely, providing flexibility for work-life balance and still allowing the benefit of in-person collaboration. Some functions will continue to be 100% on-site and others may be fully remote, depending on business needs. We care We do the right thing We have customer passion We have a winning spirit We are the We Certified by the Great Place to Work® Institute as a Great Place to Work® for the 10th consecutive year, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya’s culture is proudly recognized by multiple organizations. See a full listing of our awards and recognition.