Equity Research Analyst at Voya Financial

New York, New York, United States

Voya Financial Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Investment Management, Natural Resources, Energy, Materials, UtilitiesIndustries

Requirements

  • At least 7-10 years of fundamental equity research experience with relative benchmark investing at a buy-side long-only platform
  • Deep knowledge across Energy, Materials, and Utilities sectors, principally in Large and Mid-cap space
  • Ability to move expediently on new idea generation and existing idea maintenance
  • Demonstrable track record of success in stock selection
  • Willingness to be fully empowered and own the investment performance outcome
  • Strong communication skills with the ability to communicate in a timely and investment-relevant manner
  • Demonstrated understanding of financial statements and models
  • Demonstrated ability to work in a team environment
  • BA/BS; MBA and/or CFA are a plus

Responsibilities

  • Security selection for mid and large-sized companies across Value and Growth strategies in the Natural Resources complex (Energy, Materials, and Utilities equities)
  • Research new ideas and conduct maintenance research on current holdings via data synthesis, financial analysis, and engagement with the broader investment ecosystem (company management, sell-side analysts, industry consultants, etc.)
  • Drive the process of stock selection across Natural Resources in conjunction with the team of portfolio managers
  • Develop and communicate investment ideas tailored to the investment philosophies of each respective strategy, based on comprehensive industry and company research (public documents, annual reports, trade journals, networking, interviews with senior management)
  • Be aware of the impact of rapidly evolving economic conditions and market dynamics on the performance of both portfolio and non-portfolio companies across Energy, Materials, and Utilities
  • Effectively communicate, explain, and defend buy and sell ideas to the Fundamental Equity portfolio managers

Skills

Equity Research
Financial Analysis
Security Selection
Stock Analysis
Natural Resources
Energy Sector
Materials Sector
Utilities Sector
Data Synthesis
Management Engagement

Voya Financial

Provides financial services and retirement solutions

About Voya Financial

Voya Financial offers a range of financial services, including retirement plans, investment management, and insurance products, to help individuals and businesses achieve financial wellness. Their services cater to individuals seeking retirement planning, employers looking to enhance employee benefits, and institutions needing tailored investment management. Voya stands out from competitors through its commitment to inclusiveness and corporate responsibility, which helps attract clients and talent. The company's goal is to build long-term relationships with clients, ensuring they achieve financial confidence and a fulfilling life.

New York City, New YorkHeadquarters
2014Year Founded
IPOCompany Stage
Fintech, Financial ServicesIndustries
5,001-10,000Employees

Benefits

Health Savings Account (HSA)
Flexible Spending Accounts (FSA)
Rally wellness program
Employee Assistance Program (EAP) and Work Life Services
Behavioral Health Family Support Program
Livongo support for diabetes, hypertension, and weight management
AccessHope cancer support
Wellthy caregiving assistance
Back-up child care and elder care
Health Advocate
ABLE accounts
Legal insurance
Identity theft protection
Voya Foundation Matching Gift Program

Risks

Increased competition from fintech companies may erode Voya's market share.
Operational challenges in integrating OneAmerica's business could affect service quality.
Regulatory scrutiny on fees may impact Voya's pricing strategies and profitability.

Differentiation

Voya's commitment to inclusiveness and corporate responsibility sets it apart in the market.
The acquisition of OneAmerica's retirement plan business expands Voya's client base significantly.
Voya's focus on digital financial planning tools enhances client engagement and satisfaction.

Upsides

Voya's ESG commitment aligns with the growing investor focus on sustainable investing.
The financial wellness market's growth offers significant opportunities for Voya's programs.
AI integration in investment management can enhance Voya's strategies and client outcomes.

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