Senior Analyst, Financials (I&G)

Voya Investment Management; San Diego (CA); On-site; USD 136,000 - 190,500; Full time

Benefits offered by this job

Health, dental, vision and life insurance

401(k) Savings plan

Tuition reimbursement up to $5,250/year

20 days paid time off

Paid volunteer time

Job summary

Voya Investment Management is seeking a Research Analyst to join its Income & Growth team. The analyst will work as part of a team to drive stock selection in the US Financial Services sector.

The ideal candidate will have a strong understanding of the banking and insurance sectors and the ability to produce actionable investment recommendations. The role emphasizes research, analysis, and communication of investment ideas.

The compensation for this role ranges from $136,000 to $190,500 USD, with competitive benefits including health insurance and 401(k) matching.

Qualifications

• 7-10 years of experience in equity or credit research, investment management, investment banking, or consulting.
• Deep understanding of bank and insurance company financial statements.
• Exceptional analytical and critical thinking skills.

Responsibilities

• Lead fundamental research coverage of financial institutions.
• Develop detailed financial models and valuation frameworks.
• Present investment theses to the investment committee.

Skills

Equity or credit research

Financial modeling

Analytical skills

Strong communication

Investment management

Education

MBA or MS Finance

CFA designation

Job description

Profile Summary

Voya Investment Management is seeking a Research Analyst to join its Income & Growth team, responsible for generating high conviction investment insights across the US Financial Services sector. The analyst will work as part of a team to drive the process of stock selection within the US Financial Services sector in collaboration with portfolio managers on the platform.

The ideal candidate brings a sophisticated understanding of banks, insurers, asset managers, fintech, specialty finance, and/or other financial subsectors, along with a proven track record of producing differentiated research that drives alpha. Specific experience covering the US Banking sector within Financial Services is preferred, though not required. This role requires deep industry expertise, strong analytical judgment, and the ability to influence portfolio construction decisions.

The analyst will develop and communicate investment recommendations based on comprehensive industry and company research, relying on various sources of information including, but not limited to, review of public documents, annual reports, trade journals, networking with industry contacts as well by interaction with senior management teams within the sector. The analyst will aid in the development of a quantitative screen which will be used to focus on investment ideas consistent with the underlying investment philosophy of the platform. The analyst will be expected to effectively communicate both in written and oral formats, explain and defend buy and sell ideas to the portfolio managers.

Profile Description

• Lead fundamental research coverage of financial institutions, including banks, insurance companies, fintech platforms, and other specialty finance businesses.
• Develop detailed financial models, valuation frameworks, and scenario analyses to assess company performance, capital structure, regulatory impacts, and macro sensitivities.
• Produce high quality, actionable investment recommendations supported by rigorous analysis and industry insight.
• Monitor sector developments, regulatory changes, competitive dynamics, and macroeconomic trends that influence investment outcomes.
• Partner closely with portfolio managers to shape investment strategy, position sizing, and risk management decisions.
• Present investment theses, risk assessments, and ongoing updates to the investment committee with clarity and conviction.
• Identify mispriced securities and thematic opportunities across the capital structure (equity, credit, hybrids, preferred, etc., depending on firm mandate).

Knowledge & Experience

• 7-10 years of experience in equity or credit research, investment management, investment banking, or consulting with a focus on financial institutions.
• Deep understanding of bank and insurance company financial statements, regulatory capital frameworks, and sector specific valuation methodologies.
• Demonstrated ability to generate differentiated insights and a track record of successful investment recommendations.
• Exceptional financial modeling, analytical, and critical thinking skills.
• Strong communication skills, with the ability to articulate complex ideas clearly to both internal and external stakeholders.
• Advanced degree (MBA, MS Finance) or professional designation (CFA) preferred.
• High level of integrity, intellectual curiosity, and commitment to excellence.

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.

$136,000 - $190,500 USD

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.

Critical Skills

• 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.

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.