Summer Student - Institutional

Voya Financial; New York (NY); Hybrid; USD 26,000 - 37,000; Part time

Benefits offered by this job

Health insurance

401(k) plan with company match

Tuition reimbursement

Paid time off

Volunteer time

Job summary

Voya Financial in New York, NY is offering a Summer Student role within the Institutional Distribution group. The position provides exposure to Sales, Business Management and RFP teams, with onsite presence in the New York office up to 3 days per week to support priorities.

The role supports data quality, client research, and sales preparation, while collaborating with fellow summer students on a group project.

Qualifications

• High School Diploma or GED required.
• 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 with a commitment to excellence.
• Working knowledge of Microsoft Word, Excel, PowerPoint, and Outlook.

Responsibilities

• Update Salesforce CRM with key sales data accuracy.
• Update contact information and professional biographies for client personnel.
• Tag contacts by functional roles and areas of focus such as fixed income, equity, and general investments.
• Research clients using external consultants to understand collaboration with partners.
• Analyze financial statements of prospective clients to aid sales opportunities.

Skills

Verbal communication

Written communication

Organizational skills

Project management

Attention to detail

Independent working

Education

Pursuing undergraduate degree in finance/business/economics

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

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.

Get to Know the Opportunity:

This position is part of Voya Investment Management (Voya IM) and the Summer Student Program, offering students the opportunity to gain firsthand experience in the investment management industry while working alongside professionals across the Voya IM organization.

Voya IM is seeking a summer student to support the Institutional Distribution group, including the Sales, Business Management, and Request for Proposal (RFP) teams. This role provides exposure to senior members of the department while building the student’s knowledge of the asset management industry and Voya.

This role is based in our New York office, with expected onsite presence on average up to 3 days per week to support team and business priorities.

The Contributions You’ll Make:

• Improve sales data accuracy by updating key information in the Salesforce CRM system.
• Use internal and external resources to update contact information and professional biographies for key client personnel.
• Help streamline targeted communications by tagging contacts according to functional roles, including investment committee, consulting, and research, as well as areas of focus such as fixed income, equity, and general investments.
• Research clients that use external consultants to better understand how client organizations and consulting partners work together.
• Analyze financial statements of prospective clients to understand how this information helps the sales team assess opportunities and prioritize clients.
• Compile materials to prepare the sales team for client meetings and track client follow-up items based on meeting discussions.
• Assist with creating a repeatable process for using client segmentation to support product-specific sales strategies.
• Help identify and address data gaps within client and prospect information.
• Collaborate with other summer students on a group project during the program.
• Perform other duties as assigned.

Minimum Knowledge & Experience:

• High School Diploma or GED required.
• 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 with a commitment to excellence.
• Working knowledge of Microsoft business applications, including Word, Excel, PowerPoint, and Outlook.

Preferred Knowledge & Experience:

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

#LI-MN1

How This Role Aligns to Our Core Four:

Voya’s Core Four guide how we work together and serve our customers, and this role supports those expectations through thoughtful research, collaboration, and disciplined execution.

• Instill Customer Obsession: Use client and prospect research to help the sales team understand institutional needs and prepare more relevant, targeted solutions.
• Transform with Automation/AI: Use available technology, including CRM tools and approved automation or AI capabilities, to organize information, improve data quality, and support efficient reporting.
• Drive Higher Performance Through Our People: Collaborate with Institutional Distribution colleagues and fellow summer students while taking ownership of assigned research, reporting, and project responsibilities.
• Execute on the Fundamentals: Maintain accurate client data, complete detailed research, and consistently deliver high-quality work that supports sales preparation and follow-up.

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.

$23.00/hr. 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