Private Credit Portfolio Data Analyst

Get to Know the Opportunity

The Private Credit Portfolio Data Analyst is responsible for assisting in the support of production, marketing and communication of product and investment content used by external client portfolio managers as well as internal and external partners. This position is also responsible for data management activities supporting both the Private Credit portfolio management and Private Credit investment analyst teams.

• Perform as a core part of IM’s Private Credit Portfolio Management and Investment team, managing data and data projects to support internal and external clients.
• Support client portfolio management responsibilities, including preparing materials to support investment decisions on behalf of external clients, maintaining client portfolios, tracking compliance, and monitoring ongoing production and investment results.
• Onboard new client relationships across the team’s proprietary portfolio management systems.
• Analyze data for internal and external clients regarding capital market analysis, individual portfolio holding updates, and portfolio performance.
• Contribute to quarterly client portfolio review meetings by reviewing and ensuring that data in presentations is correct and providing additional customized responses to ad‑hoc requests.
• Assist Senior Private Credit Client Portfolio Managers in gathering and analyzing product and capital markets data, assembling support materials including commentaries, presentation books, and marketing pieces.
• Assist Institutional Insurance Solutions Sales team in curating customized report requests and pitch books for potential client mandates.
• Partner with marketing and communications to support creation and distribution of high‑quality investment product and client content.
• Coordinate projects and communicate data needs with portfolio management, marketing and communications, operations, IT, legal and compliance, and institutional distribution teams.
• Assist Private & Alternative CPMs with internal and external client inquiries, including custom reports, ad‑hoc requests, and RFPs.
• Support PM team with client allocations.
• Manage trade entry for new primary and secondary transactions and update trades for delayed draws, loans, or revolvers.
• Track secondary trades and conduct necessary research.
• Lead semi‑annual data review to assess security master information, including sectors and pricing methods.
• Collaborate with analysts to review monthly rating changes, capital watchlist changes, and credit watchlist changes.
• Support NAIC rating checks and filing for insurance clients as required by the SVO.
• Assist with wire instruction changes, wire tracking, and missed payments.
• Ensure capital calls are recorded and tracked accurately on an ongoing basis.
• Act as the primary person for business continuity technological tests performed a few times a year.
• Support ongoing technological advancements to the proprietary research platform by testing new functionality.

• Bachelor’s degree in Finance, Accounting, or related field with 3‑5 years minimum financial data experience, preferably in asset management, accounting, audit, or capital markets. Strong fixed‑income knowledge required; fixed‑income experience a plus. CFA Investment Foundations designation pursued is expected.
• Excellent verbal and written communication skills with a passion for fixed‑income investing and attention to detail.
• Exceptional analytical skills, with the ability to organize and visualize data to support Voya’s fixed‑income strategies. Deep knowledge of Excel and PowerPoint required; experience with Web Focus or programming considered a plus.
• Strong interpersonal skills with the ability to engage with many individuals throughout the organization.
• Career interest as a data analyst in investment management with comfort interfacing with internal and/or external clients. Background in CPA or CFA preferred.
• Ability to multi‑task and work in a high‑paced, team‑oriented environment.
• Creative problem‑solving skills to improve and automate reporting and processes.
• Exemplary organizational skills to ensure senior PMs are well‑prepared for client…