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Client Portfolio Analyst

1 month ago

New York, New York, United States Voya Financial Full time
About the Role

We are seeking a highly motivated and detail-oriented Client Portfolio Analyst to join our team at Voya Financial. As a key member of our Multi-Asset Strategies and Solutions (MASS) Group, you will play a critical role in supporting the production, marketing, and communication of investment content used by portfolio managers and client portfolio managers.

Key Responsibilities
  • Assist in the development of investment product content, including commentaries, whitepapers, and presentation books.
  • Partner with marketing and communications teams to create high-quality investment product content and distribute it to internal and external stakeholders.
  • Support the MASS team in gathering and analyzing product, competitor, and capital markets data.
  • Coordinate projects and communicate with various teams, including portfolio management, marketing, and compliance.
  • Assist in the review and launch of new investment products.
  • Support internal projects, such as market research and competitive analysis.
  • Respond to internal and external client inquiries, including Requests for Proposals (RFPs).
Requirements
  • Graduating with an undergraduate degree in the spring/summer of 2024.
  • Bachelor's degree in finance, economics, engineering, mathematics, or a related field.
  • Strong academic standing (GPA of 3.0 or higher preferred).
  • Enthusiasm for the financial markets and investment management.
  • Interest in the CFA program a plus.
  • Excellent verbal and written communication skills with attention to detail.
  • Good project management skills.
  • Strong organizational skills, including the ability to prioritize numerous projects.
  • Strong interpersonal skills with the ability to engage with many individuals throughout the organization.
  • Career interest in product management, sales, or asset allocation investment management with client interfacing.
  • Ability to multi-task and work in a high-paced, team-oriented environment.
What We Offer
  • Competitive salary range: $56,000 - $70,000 USD.
  • 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.
Critical Skills
  • 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 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 to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.