Description

Get to Know the Opportunity
Voya Investment Management is seeking a highly motivated self-starter Senior Analyst for the Investment Data & Analytics Team. The individual will report to the SVP, Investment Data & Analytics. Success in this role requires a strong analytical mindset and a high attention to detail. This role will be responsible for applying knowledge as a subject matter expert of investment data workflows to assist in daily workstreams such as portfolio and benchmark setups, commission rate adjustments, investment data system configurations, as well as strategic initiatives to support investment management.

 The Contributions You Will Make

• Project Coordination:  Lead projects within the Investment Data & Analytics team to assist Voya Investment Management with implementation on various systems, predominantly BlackRock Aladdin.
• Portfolio Setup & Maintenance:  Consult with client service and investment teams to ensure that portfolios have appropriate core attributes and are maintained on an ongoing basis. Subsequently, ensure these are updated in respective systems owned by the Investment Data & Analytics team.
• Investment Strategy Knowledge:  Work with the investment teams to become fluent in the various investment strategies and respective nuances. Ensure documentation of that information is maintained.
• Investment Solutions:  Liaise with vendors and investment teams to propose and assist in solving creative solutions to support the investment business. Represent team with knowledge of key processes and systems to support developing accurate, sustainable solutions.
• Team Management: Manage and oversee a team of analytics professionals. Ensure smooth and efficient operations, implement best practices and processes to streamline operations and enhance controls.
• Team Development: Provide leadership and mentorship to a team of investment support and data professionals. Foster a culture of excellence, collaboration, and continuous learning within the team. Set clear goals and expectations and empower team members to achieve their full potential.
• Investment Data Concepts:  Applying knowledge of investment data concepts to support day-to-day functions, including concepts such as duration and yield.
• Trade Workflow: Be able to assist with processes requiring an understanding of trade workflow.
• Transaction Costs: Assist in modification of commissions on equity trades.
• Data Resolution:  Investigate data quality issues affecting investment data; coordinate resolution with other groups as required.
• Data Requests: Promptly respond to investment data requests from key customers, including traders, portfolio managers, sales, and client service personnel.
• Problem Solve:  Investigate data issues, applying a root cause analysis approach to ensure the root cause is understood and documented. Identify steps to solve the issue going forward utilizing a root cause analysis approach.
• Stakeholder Engagement:  Liaise with various groups, including Risk, Investment Teams, Compliance, etc. on daily production and key initiatives.
• Vendor Engagement: Drive relationships and communication with key vendors to establish recurring touchpoints to raise outstanding items and key topics. Drive the coordination of enhancements within the investment platform with the vendor.
• Benchmark Process:  Work with investment teams on solutions around benchmarking and providing appropriate indices. This includes helping with creating solutions for custom indices, as well as respective rebalance processes and nuances around feeds from index vendors to BlackRock Aladdin. Ensure respective benchmarks are set up timely and maintained.
• Benchmark Rebalance Processes: Work alongside the investment teams to perform analysis on benchmark rebalances to ensure the data is comprehensive and accurate.
• Focus on Continuous Improvement:  Bring a fresh perspective on existing issues, processes, and controls to develop and recommend new and improved controls and procedural enhancements.

Requirements

Minimum Knowledge and Experience

• Bachelor's degree in Economics, Finance, Accounting, or related field.
• Highly effective communicator with excellent interpersonal and presentation skills.
• Ability to problem solve, execute process improvements resulting in robust processes.
• Demonstrated knowledge and/or ability to learn investment products.
• Ability to train, lead, build and mentor staff. Set objectives for the team to foster and encourage growth.
• Cultivate key relationships across the organization to ensure connection amongst various teams throughout Voya Investment Management.
• Represent the team in key discussions.
• Ability to collaborate across teams to devise comprehensive solutions.
• Ability to multi-task, set direction and thrive in a fast paced, deadline-driven environment.
• Highly motivated self-starter with a strong work ethic that is eager to develop and learn.
• An analytical mindset, strong project management, organizational, and problem-solving skills.
• 3-5 years’ experience in a similar capacity within investment management preferred. Experience in investment management required.
• Advanced Excel skills required; SQL skills, a plus.
• Interest or progress toward CFA, a plus.