Client Portfolio Management Analyst

Company: Disability Solutions
Location: Atlanta
Posted on: November 18, 2024

Job Description:

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 Getting To Know the Opportunity:This role is a part of our Voya Investment Management Entry Level Program. The program, which begins in July 2025, is designed to develop the careers of entry- level employees and provide you with the unique opportunity to begin your career in your respective fields while gaining hands-on experience and formal development and training. Please Note: This position has been designated as a hybrid-office/home role. Details of your in-office schedule will be finalized with your manager. The Voya Investment Management (IM) Client Portfolio Management (CPM) team is seeking a CPM Analyst to support Voya IM's Private Fixed Income & Alternatives Client Portfolio Manager and Portfolio Specialist team. Responsibilities include contributing to the production and enhancement of marketing and communication materials for a variety of private and alternative investment strategies, products and services. You will interface throughout the firm with not only investment professionals but with product development, marketing, sales, client service, risk management, compliance, operations, etc. In addition, you will create materials highlighting the investment team as well as our philosophy, process and product specifics to be used by internal and external partners and clients.The Contributions You'll Make:

• Interact with all areas of the Fixed Income front office to develop analytical solutions using BlackRock Solutions' Aladdin investment management platform, as well as proprietary databases and systems.
• Assist CPM and Portfolio Specialist, as well as Portfolio Managers in collecting and analyzing product and capital markets data, driving support materials including commentaries, presentation books and various marketing and communication pieces.
• Produce reports and presentations as needed by management.
• Assist in monitoring and analyzing relevant portfolios using available systems.
• Partner, when needed, with CPM and Portfolio Specialist to support business development, reporting and client service activities. Develop a working knowledge of client and business needs.
• Develop and execute creative ongoing initiatives intended to identify and satisfy client or business needs.
• Investigate data quality issues affecting analytics and risk metrics; coordinate corrective actions with other departments as required.
• Partner with marketing and communications partners to assist in a high quality investment product content creation and distribution.
• Ongoing project coordination and communications with all parts of the organization including portfolio management, marketing and communications, legal and compliance and Voya's retail and institutional distribution teams.
• Partner with product development/management team in review, exploration and launch of new investment products.
• Respond to internal and external client inquiries including Requests for Proposals (RFPs).
• Other duties as assignedPreferred Knowledge & Experience:
  • Applicants must be graduating with an undergraduate degree in the December 2024/Spring 2025.
  • Bachelor's in finance, economics, engineering, mathematics or related field a requirement.
  • Strong academic standing
  • Enthusiasm for the financial markets and investment management.
  • Interest in the CFA program a plus.
  • Broad investment, analytical, organizational, operational and technical skills.
  • Advanced proficiency in Excel; experience with SQL and PowerBI a strong plus.
  • Highly results-oriented with the ability to work in a high pressure environment, meet deadlines, and maintain focus.
  • Strong interpersonal skills with ability to engage with many individuals throughout the organization.
  • Fixed income experience a plus.#LI-MN1Compensation 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 one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $70,000 USD plus bonusBe Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.What We Offer
    • Health, dental, vision and life insurance plans
    • 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 yearLearn more about Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture:
      • 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 data 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 in order to make sound business decisions.
      • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference .

Keywords: Disability Solutions, Sandy Springs , Client Portfolio Management Analyst, Executive , Atlanta, Georgia