Private Credit Portfolio Specialist

Company: Disability Solutions
Location: Atlanta
Posted on: November 14, 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 Getting To Know the Opportunity:This role is a part of our Voya Investment Management Entry Level Program. This program, which will begin in July 2025, is designed to develop the careers of entry level employees and provide you with the unique opportunity to begin your investment career while gaining hands-on experience and on-the-job development and training. The Portfolio Specialist will be part of the Voya Private Credit Team and is responsible for supporting the senior portfolio managers and analysts in client portfolio management tasks, communication with clients on portfolio information, performance attribution, completing assigned tasks and workflows within the team, and the development of investment, product, and marketing materials. Please Note: This position has been designated as a hybrid-office/home role. Details of your in-office schedule will be finalized with your manager. The Contributions You'll Make:Client Portfolio Management - assist the team as they:

• Make investment decisions on behalf of third-party clients, in line with investment guidelines
• Maintaining client portfolios and tracking investment results
• Onboarding new client relationships across the team's proprietary portfolio management systems
• Communication with internal and external clients on capital market analysis, individual portfolio holding updates, and portfolio performanceMarketing Strategy and Client Portfolio Reporting:
  • Assist Portfolio Managers in quarterly client portfolio review meetings by providing detailed portfolio analysis, including performance attribution analysis
  • Reviewing, and finalizing client portfolio reports
  • Assisting the team's administrator in scheduling client on-site meetings including the organization and coordination amongst internal Voya attendees
  • Partner with marketing in creating high quality investment strategy presentations on a quarterly and ad-hoc basis
  • Assist the dedicated Private & Alternative CPMs with internal and external client inquiries including customized reports, ad-hoc client requests, and RFPs with strict deadlines
  • Assist Institutional Insurance Solutions Sales team in curating customized report requests and pitch books for potential client mandatesPreferred Knowledge & Experience:
    • Applicants should be graduating with an undergraduate degree in the December 2024/Spring 2025
    • Bachelor's degree in business, finance, marketing, or related field, willingness to pursue a CFA designation
    • Strong academic standing
    • Passionate about a career in financial services
    • Fundamental understanding of Accounting Principles
    • Excellent analytical skills
    • Excellent communication skills
    • Strong computer skills including MS Office
    • Strong business orientation
    • Excellent customer orientation
    • Solid planning, organizing, and time management skills
    • Teammate, positive attitude, eager to learn in a supporting role#LI-MN1Compensation 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. $70,000 USD plus bonusBe 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 , Private Credit Portfolio Specialist, Other , Atlanta, Georgia