Senior, Investment Platform Solutions
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.
About the role
Voya Investment Management is seeking a highly motivated self-starter Senior 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, excellent problem-solving skills and 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.
Responsibilities
- Project Coordination: Lead projects within the Investment Data & Analytics team to assist Voya Investment Management with implementation on various systems, predominantly BlackRock Aladdin.
- 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.
- Portfolio Setup & Maintenance: Liaise 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.
- 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: Apply knowledge of investment data concepts to support day-to-day functions.
- Trade Workflow: Assist with processes requiring an understanding of trade workflow.
- Data Flow: Become knowledgeable in data workflows to become Subject Matter Expert in OMS data flows (primarily BlackRock Aladdin).
- 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. 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
- Bachelor’s degree in economics, Finance, Accounting, or related field.
- Highly effective communicator with excellent interpersonal and presentation skills.
- Ability to solve problems, 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.
- Familiarity with AI-enabled tools — Experience using or willingness to adopt AI-driven workflow, analytics, or reconciliation tools to enhance accuracy, efficiency, and decision support.
- 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.
- 4-6 years’ experience in a similar capacity within investment management preferred. Experience in investment management required.
- Experience with BlackRock Aladdin, preferred.
- Advanced Excel skills required, SQL skills & API knowledge preferred.
- Interest or progress toward CFA, a plus.
Pay
The annual base salary range for this position is $90,000 - $120,000 USD. 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. 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.
Benefits
- 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 year