Voya Financial is looking to hire a Private Credit Portfolio Data Analyst to support the production, marketing, and communication of product and investment content, as well as manage data for their Private Credit portfolio management and investment teams.
Requirements
- Strong fixed income knowledge required and fixed income experience a plus.
- Deep knowledge of Excel and PowerPoint required, and experience with WebFocus or programing a plus.
- Ability to multi-task and work in a high-paced, team-oriented environment.
- Creative problem-solving skills to improve and automate reporting and processes.
- Assist with on-going technological advances to our proprietary research platform by testing out functionality.
Responsibilities
- Performing as a core part of IM’s Private Credit Portfolio Management and Investment team, the data analyst will be responsible for data and data projects to support both internal and external clients.
- Supporting client portfolio management responsibilities, including preparing materials to support making investment decisions on behalf of external clients following stated investment guidelines, helping with data to maintain client portfolios, helping track and ensure portfolios remain in compliance, and other data tracking regarding on-going production and investment results.
- Responsible for onboarding new client relationships across the team’s proprietary portfolio management systems.
- Supporting data analysis for internal and external clients regarding capital market analysis, individual portfolio holding updates, and portfolio performance.
- Contributing to quarterly client portfolio review meetings by reviewing and ensuring that data in presentations is correct and providing additional customized responses and answers in timely fashion for any ad-hoc client requests.
- Assist the Senior Private Credit Client Portfolio Managers in gathering and analyzing product and capital markets data, assembling support materials including commentaries, presentation books and various marketing and communication pieces.
- Responsible for trade entry on new primary and secondary transactions and on on-going trade update needs for delayed draws, loans, or revolvers.
Other
- Bachelor’s degree in Finance, Accounting, or related field with 3-5 years minimum financial data experience, preferably in asset management, accounting, audit, or capital markets.
- Excellent verbal and written communications skills with a passion for fixed income investing and attention to detail.
- Strong interpersonal skills with ability to engage with many individuals throughout the organization.
- Career interest as a data analyst in investment management with good comfort interfacing with internal and/or external clients.
- Exemplary organizational skills, ensuring Senior PMs are well prepared for client portfolio review meetings and timeliness of client deliverables and that Analyst team is fully supported for on-going data needs.
