Assoc. Analyst - Client Portfolio Management

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

The Analyst will join the Insurance Portfolio Management team, contributing to portfolio management (primarily fixed income), and client relationship activities.

This role offers exposure to multiple asset classes and the opportunity to develop expertise in insurance investment strategies.

Key Responsibilities

• Client Interaction: Develop a working knowledge of client and business needs. Assist in monitoring and analyzing relevant portfolios using available systems. Aid in the creation and distribution of weekly, monthly, and quarterly reporting for clients.
• Portfolio Surveillance: Utilize existing applications to monitor portfolio performance, risk, and compliance across mandates.
• Portfolio Coordination: Collaborate with members of Insurance Portfolio Management Team and other parts of the organization to manage various action items across multi-sector insurance mandates, including onboarding of new client mandates
• Operational Liaison: Investigate data quality issues affecting analytics and risk metrics; coordinate corrective actions with other departments (Middle Office, Data Integrity Group, Data Management Group, Client Service, and Compliance) as required.
• Knowledge Development: Build expertise in fixed income asset classes and insurance regulatory frameworks, including risk-based capital requirements.
• Business Development: Support client prospecting efforts by preparing ad-hoc analyses, including peer studies, SAA, company research, etc.
• Ad Hoc Projects: Support special initiatives and projects as needed.

Minimum Knowledge & Experience

• Bachelor's degree in Business, Economics, Finance, Accounting, Investments, or a related field.
• Strong academic record (GPA 3.5+ preferred) and willingness to pursue CFA designation.
• Basic understanding of fixed income markets and instruments through coursework or prior experience.
• Passion for financial services and investment management.
• Strong analytical and data management skills, including familiarity with databases and query tools.
• Proficiency in MS Office and other relevant applications.
• Excellent verbal and written communication skills.
• Strong organizational, planning, and problem-solving abilities.
• Customer-focused mindset and ability to work collaboratively in a team environment.
• Positive attitude, eagerness to learn in a supporting role, and adaptability in a dynamic setting.

#LI-SS1

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…