Client Portfolio Management Analyst

Get to Know the Opportunity:    

This role is a part of our Voya Investment Management Entry Level Program. This program, which will begin in July 2024, 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.

The Voya Investment Management (IM) Client Portfolio Management (CPM) team is seeking a CPM Analyst to support Voya IM’s Fixed Income CPM team. Responsibilities include contributing to the production and improvement of marketing and communication materials for Fixed Income 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. 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 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 Fixed Income CPMs, Portfolio Specialists and Portfolio Managers in collecting and analyzing product and capital markets data, driving support materials including commentaries, presentation books and various marketing and communication pieces.

Assists the Portfolio Management team with crafting fixed income analytics.

Produce reports and presentations as needed by management.

Assist in monitoring and analyzing relevant portfolios using available systems.

Partner, when needed, with Portfolio Specialist to support business development, reporting and client service activities. Develop a solid understanding of client needs and business as appropriate and a broad understanding of IIM fixed income business strategy.

Develop and implement 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.

Perform as an advocate and representative of Voya’s Fixed Income Investment team among internal business partners.

Collaborate with marketing and communications teams 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.

Lead various internal projects, including conducting market research and competitive analysis.

Responding to internal and external client inquiries including Requests for Proposals (RFPs).

Preferred Knowledge & Experience:

Applicants should be graduating with an undergraduate degree in the spring/summer of 2024.

Bachelor’s in finance, economics, engineering, mathematics or related field a requirement.

Strong academic standing (GPA of 3.0 or higher preferred).

Enthusiasm for the financial markets and investment management.

Curiosity about 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 efficient 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.

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