IM Entry Level Analyst Program: Client Services at Voya Financial

Scottsdale, Arizona, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Investment Management, Financial ServicesIndustries

Requirements

Organized and articulate
Responsive
Experience working in a fast-paced environment
Experience meeting customer demands

Responsibilities

Facilitation and coordination of capital call notices and other notices to clients ahead of a specified funding date (time frame typically 2-10 days, but may vary)
Coordinating and deciphering complex wiring instructions and sending them to each client investing in the transaction
Inputting wire instructions into Voya IM’s portfolio management and payment systems (Research Web and PeopleSoft) to populate payment instructions
Sending draft letters of instruction to each client one day before funding
Sending notifications to each client investing in the deal on the day of funding once closing conditions have been confirmed and finalized
Coordinating and setting up deal settlement with loan servicers and other servicing banks
Collecting federal reference numbers for all clients investing into the deal and sending them to the issuer or administrative agent as requested
Providing responses to client and/or issuer inquiries regarding payments and helping to research and respond to other payment issues
Uploading closing documents and distributing closing packages to clients
Maintaining client wire instructions and Administrative Details
Understanding [job description cuts off]

Skills

Private Placements

Syndicated Loans

Infrastructure Debt

Asset-Based Finance

Structured Debt

Structured Equity

Settlement Analysis

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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