Senior Operations Specialist - Control Team

Company: Disability Solutions
Location: Atlanta
Posted on: November 12, 2024

Job Description:

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. We know that reaching this future depends on our actions today.Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now Get to Know the OpportunityVoya IM is looking for an individual to join its Data Management - Control Team to assist in its efforts to ensure the quality of investment data across the proprietary and externally-managed assets within the organization. This position requires individuals to reconcile and provide meaningful analysis regarding investment data at the security master level, holding/position level and trade/transaction level between the various accounting systems, trading systems, and data warehouses in a timely, efficient, and accurate manner. The successful candidate should have strong analysis to understand exceptions noted for resolutions and effectively communicate related issues to our business partners. This position plays a critical role in evaluating the integrity of data in support of Voya's data governance mandate.The position will sit in Voya Middle Office operation team and will require working with both Internal (to include Senior management) and External parties (to include Custodian relationship and Counterparties) when it comes to various reconciliations between sources.The Contributions You'll Make:Main responsibilities will include:

• Maintain relationship and play a lead role in dealing with outsource providers (Voya India), vendors (BNY relationship as it relates to the outsourced TriOptima platform in particular).
• Oversee deliverables of outsource providers to include providing feedback to and engaging with stakeholders like Custodian for resolution of observed exceptions.
• Interact with various internal areas of the investment lifecycle (middle office operations, cash operations, accounting, portfolio, and asset management) to monitor compliance with data policies, establish control processes, and develop procedures for exception reporting. Favorable relationships should be maintained with the teams.
• Reconcile data between and within systems in a timely and accurate manner. The data sources include but is not limited to the following: Blackrock Aladdin, DMI, PAM, FINDUR, Data Store, Oncore, and TriOptima counterparty reconciliation.
• Oversee daily monthly positions reconciliations between Voya and Custodians to include resolution of trade breaks across multiple asset classes, including Equity, Fixed Income, OTC Derivatives, and Futures.
• Perform daily and monthly quality control functions to ensure integrity of data including Investigation of outages to facilitate solutions to data integrity issues.
• Run quality checks on data and review DEM Exceptions for permanent resolution.
• Support year-end and mid-year audits with external and internal auditors for General Accounts.
• Recommend and implement new/improved controls and procedural enhancements.
• Document department processes and maintain desk procedures.
• Support systems initiatives and development efforts and new initiatives including any testing, parallels, and specification input.
• Exhibit strong accountability and focus on execution.
• Take a lead in Cross-training plans/efforts of peers.
• Promote a cheerful outlook and working environment among fellow employees and develop efficient working relationships.
• Flexible to support Voya's month-end close schedule in support of our business partners as needed.
• Assist with the improvement of a Middle Office data control team framework.Minimum Knowledge & Experience: The Control Team Sr. Operations Specialist will engage with other individuals across the firm and be a trusted advisor and partner. Accordingly, the successful candidate will be client-driven and offer unique solutions that deliver on their expectations. In addition, the ideal candidate will be thoughtful in analyzing data and problem-solving data exceptions to reach a well-reasoned solution. In this role, the specialist will be open to new ways of thinking and willing to acquire new skills to retain a competitive advantage and offer solutions for process improvements. Ideally, the candidate should have the following experience and qualification:
  • Undergraduate degree in accounting, finance, quantitative analysis, business administration or equivalent work experience
  • 3-5 years of investment and business analysis experience
  • Demonstrate a strong understanding of various investment vehicles (Fixed Income Securities, Derivatives, Equities and Mutual Funds) and required operational support to process and account for such instruments.
  • Strong knowledge and experience with investment software/Applications like Aladdin, Oncore, FINDUR, Strategy, IM Datastore; and office systems like WebFOCUS, SQL Server Management Studio, Microsoft Word/Excel/Outlook.
  • Adaptable to work in an ever-changing multi-tasked environment with high priorities, varying workloads, and strict deadlines.
  • Ability to resolve problems utilizing resources independently and creatively inside and outside the Firm.
  • Maintains strong working relationships with peers, supervisors, project leaders, and internal/external clients.
  • Excellent team interaction and people skills (verbal and writing skills) - as this individual will interact with many distinct parts and levels of the VOYA organization (peers, supervisors, project leaders, and internal/external clients.)
  • Highly purposeful with ability to work under pressure, stay organized, meet deadlines, and maintain focus.
  • Strong analytical and critical thinking skills.
  • Strong written and communication skills.
  • Demonstrate elevated levels of ethics, values, and integrity. The candidate should be respected within their current/previous organizations as a trusted professional.
  • Must be a collaborator and able to motivate others through influence.
  • Demonstrate flexibility and adaptability. Needs to be fluid and effective as business conditions and organizational dynamics change. Ability to escalate as the situation requires.
  • Possess the ability, experience, and confidence to effectively incorporate change throughout the organization.
  • Adapt communications and style to meet colleagues' needs and express information in a clear, direct way.
  • Demonstrate high energy, resiliency, capacity, and the ability to manage multiple priorities and execute.#LI-MG1Compensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. 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. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. 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. $88,000 to $110,000 USDBe Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.What We Offer
    • 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 yearLearn more about 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 Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference .

Keywords: Disability Solutions, North Atlanta , Senior Operations Specialist - Control Team, Accounting, Auditing , Atlanta, Georgia