Client Reporting Analyst

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?

The Client Reporting Analyst is responsible for designing, building, maintaining, and delivering high-quality investment reports for institutional clients. This role has a strong focus on report development using Sim Corp Coric or similar dynamic reporting tools, along with the data analysis and problem-solving needed to support accurate and effective client reporting. The analyst will work across Client Service, Operations, Data, and Technology to turn business requirements into clear, professional client reports.

The role requires hands‑on report development experience, strong attention to report design and presentation, and the ability to understand the data and calculations behind the reports.

• Design, build, and maintain client reports using Sim Corp Coric and other reporting platforms.
• Create professional, client‑ready reports that present investment information clearly and consistently.
• Build report templates, layouts, variables, calculations, conditional content, and other report logic.
• Work with Client Service, Operations, Data, and Technology teams to understand reporting needs and turn them into working reporting solutions.
• Understand and validate the data used in reports, including holdings, performance, attribution, portfolio characteristics, and other investment data.
• Investigate and resolve report issues by reviewing source data, calculations, report logic, formatting, and production processes.
• Test reports and perform quality control to ensure accuracy, consistency, and a high-quality client presentation.
• Improve and automate reporting processes using tools such as Microsoft Copilot, Git Hub Copilot, Power Automate, SQL, Power BI, WebFOCUS, Excel, and related technologies.
• Use AI and automation tools where appropriate to support report development, testing, documentation, data analysis, and process improvements.
• Maintain documentation for report requirements, data sources, calculations, templates, testing, and production processes.
• Support new client reporting needs, report redesigns, platform upgrades, ad hoc requests, and other Client Reporting initiatives.

• Bachelor’s degree required; concentration in Finance, Accounting, Business, Computer Science, Information Systems, or a related field preferred.
• Minimum 3 years of experience in client reporting, report development, business intelligence, or a similar reporting role; financial services or asset management experience preferred.
• Hands‑on experience with…