Summer Student - Institutional Distribution

NAC Voya Services Company; New York (NY); Vor Ort; USD 25.000 - 39.000; Teilzeit

Zusammenfassung

Voya Investment Management in New York is offering a Summer Student Program to support the Institutional Distribution group, including Sales, Business Management, and RFP teams. The role provides exposure to senior team members and builds knowledge of the asset management industry and Voya.

Based in our New York office, the role requires onsite presence on average up to 3 days per week to support team priorities and client-facing activities.

Qualifikationen

• High school diploma or GED required; pursuing undergraduate degree in finance, business, economics, or related field.
• Strong verbal and written communication with ability to manage multiple priorities.
• Experience with Microsoft Office applications; interest in investment management is a plus.

Aufgaben

• Assist with updating Salesforce CRM data and contact information for client personnel.
• Tag contacts by roles (investment committee, consulting, research) and focus area (fixed income, equity).
• Research clients using external consultants to understand collaboration with consulting partners.
• Analyze financial statements to help sales assess opportunities and prioritize clients.
• Prepare materials for client meetings and track follow-up items.
• Support data segmentation to back product-specific sales strategies.

Kenntnisse

Verbal communication

Written communication

Organizational skills

Attention to detail

Independent work

Customer focus

Ausbildung

High School Diploma or GED

Undergraduate degree in finance or business

Tools

Salesforce

Access

Excel

Word

PowerPoint

Outlook

Jobbeschreibung

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?

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.

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.

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Compensation Pay