Investment Analyst Investment Analyst …

Voya Investment Management Llc
in Braintree, MA, United States
Permanent, Full time
Be the first to apply
Voya Investment Management Llc
in Braintree, MA, United States
Permanent, Full time
Be the first to apply
Investment Analyst
Sr Investment Product & Due Diligence Analyst MA-Braintree, 30 BraintreeHill/en-US/voya_jobs/job/MA-Braintree-30-BraintreeHill/Sr-Investment-Product---Due-Diligence-Analyst_JR0022074/apply

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Profile Summary:

Reporting to the head of Voyas Investment Product Partnerships, the Senior Investment Product & Due Diligence Analyst supports product-related functions of the team broadly across Voya, as well as serving as point for due diligence of investment products for Voyas broker/dealer business, Voya Financial Advisors (VFA). In doing so, this role works closely with key internal stakeholders and business partners across the Voya organization, as well as with key product, operations, relationship, marketing, sales, and distribution contacts at product providers across the financial services industry.

Profile Description:

  • Provide appropriate value and service to investment product partners, resolving all related issues efficiently and effectively, and maximizing related revenue opportunities as appropriate
  • Successfully negotiate and execute agreements with investment product partners as appropriate, working closely with legal contacts in Voya Retirement and VFA as needed
  • Perform reviews and ongoing monitoring of investment products in accordance with the broker/dealers established policies, procedures, standards, and guidelines
  • Provide responses to annual due diligence and compliance requests from investment product partners as appropriate
  • Serve as point in the coordination and administration of all activities and processes relating to VFAs due diligence committee
  • Serve as subject-matter expert on all investment product types (mutual funds, collective trusts, annuities, alternative investments, ETFs, UITs, etc.) as needed, acting as a go-to person on same across the Voya organization
  • Monitor and analyze product-related usage and trends on an ongoing basis, and routinely provide revealing and compelling insights on same that will support strategic decisions by business leaders
  • Participate in product-related initiatives as appropriate, serving in roles ranging from project lead to subject matter expert
  • Perform investment product reviews to determine whether appropriate agreements are in place
  • Manage and maintain the organization and storage of product & legal documents
  • Perform all other related duties as assigned

Knowledge & Experience:

  • Experience working closely with investment product providers
  • Strong knowledge of investment products (mutual funds, annuities, alts, ETFs, UITs, etc.)
  • At least 5+ years of financial services experience, with due diligence experience strongly preferred
  • Strong communications skills
  • Strong analytical skills
  • A proactive, can-do mindset that can think well strategically and work well independently
  • Strong organizational skills and attention to detail
  • Strong Microsoft Office skills (Excel and PowerPoint)
  • BA/BS degree required


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 .

Posted 7 Days AgoFull timeJR0022074

About Voya Financial®

About Voya Financial® Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings to get ready to retire better. Serving the financial needs of approximately 13.8 million individual and institutional customers in the United States, Voya is a Fortune 500 company that had $8.5 billion in revenue in 2018. The company had $560 billion in total assets under management and administration as of June 30, 2019. With a clear mission to make a secure financial future possible one person, one family, one institution at a time Voyas vision is to be Americas Retirement Company®. Certified as a Great Place to Work by the Great Place to Work® Institute, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya has been recognized as one of the 2019 Worlds Most Ethical Companies® by the Ethisphere Institute; as a member of the Bloomberg Gender Equality Index; and as a Best Place to Work for Disability Inclusion on the Disability Equality Index by Disability:IN. For more information, visit . Follow Voya Financial on , and Twitter .

Our Businesses:

Retirement is a leading provider of retirement products and services in the U.S. serving more than 49,000 institutional clients and nearly 5.1 million individual retirement plan investors. Voya also has approximately 1,700 financial advisors serving the retail market. Voyas Retirement business is focused on guiding Americans to greater retirement readiness and financial wellness through employer-sponsored savings plans and holistic retirement and income guidance.

Individual Life, which ceased new sales as of Dec. 31, 2018, is an in-force block of nearly 800,000 individual life insurance policies. Individual Life continues to provide Voya with free cash flow as well as earnings and capital diversification.

Investment Management is a leading, active asset management firm serving both affiliated and external institutions as well as individual investors. Drawing on over 40 years of history in investment management, the firm has the experience and resources to provide clients with investment solutions with an emphasis on equities, fixed income, and multi-asset strategies and solutions.

Employee Benefits is a top provider of stop-loss coverage in the U.S. In addition, Voya provides a comprehensive and highly flexible portfolio of life, disability, voluntary insurance products, and health savings and spending accounts to businesses covering 6.2 million individuals through the workplace. Please click here to read more:

We have several state-of-the-art facilities all over the country. Click here to read more about our offices and what each of them offer:

Voya is an equal opportunity employer and we are committed to maintaining a diverse workforce. Voya has been recognized for many of our diversity practices. Please click here to read more: