Private Credit Data Operations Specialist Job at Voya Financial (Atlanta)

Job Description

The Private Credit Data Operations Specialist is responsible for assisting in the support of production, marketing and communication of product and investment content used by external client portfolio managers as well as internal and external partners. This position is also responsible for data management activities supporting both the Private Credit portfolio management and Private Credit investment analyst teams.

Job Responsibility

Performing as a core part of IM's Private Credit Portfolio Management and Investment team, the data analyst will be responsible for data and data projects to support both internal and external clients
Supporting client portfolio management responsibilities, including preparing materials to support making investment decisions on behalf of external clients following stated investment guidelines, helping with data to maintain client portfolios, helping track and ensure portfolios remain in compliance, and other data tracking regarding on-going production and investment results
Responsible for onboarding new client relationships across the team's proprietary portfolio management systems
Supporting data analysis for internal and external clients regarding capital market analysis, individual portfolio holding updates, and portfolio performance
Contributing to quarterly client portfolio review meetings by reviewing and ensuring that data in presentations is correct and providing additional customized responses and answers in timely fashion for any ad-hoc client requests
Assist the Senior Private Credit Client Portfolio Managers in gathering and analyzing product and capital markets data, assembling support materials including commentaries, presentation books and various marketing and communication pieces
Assist Institutional Insurance Solutions Sales team in curating customized report requests and pitch books for potential client mandates
Partnering with marketing and communications to assist in a high-quality investment product and client content creation and distribution
Ongoing project coordination and communications regarding data with all parts of the organization including portfolio management, marketing and communications, operations, and IT, legal and compliance and IM's institutional distribution teams
Assist the dedicated Private & Alternative CPMs with internal and external client inquiries including customized reports, ad-hoc client requests, and RFPs with strict deadlines
Support PM team with client allocations
Responsible for trade entry on new primary and secondary transactions and on on-going trade update needs for delayed draws, loans, or revolvers
Responsible for the data support needed for our secondary trades, including tracking and necessary research to support trades
Lead the data review process semi-annual to review security master information, including sectors, pricing methods, etc
Liaison with analysts and provide ongoing support to lead processes to review monthly rating changes, capital watchlist changes, and credit watchlist changes
Engage with team to support the NAIC rating checks and filing support on an on-going basis as required by the SVO for our insurance clients
Assist analyst team with engaging with required wire instruction changes, wire tracking, and missed payments
Responsible for understanding, communicating, and ensuring that capital calls are properly recorded and tracked on an on-going basis
Primary person for business continuity technological tests that occur a few times a year
Assist with on-going technological advances to our proprietary research platform by testing out functionality

Requirements

Bachelor's degree in Finance, Accounting, or related field with 3-5 years minimum financial data experience, preferably in asset management, accounting, audit, or capital markets
Strong fixed income knowledge required and fixed income experience a plus
Expect pursuit of CFA Investment Foundations designation
Excellent verbal and written communications skills with a passion for fixed income investing and attention to detail
Exceptional analytical skills, with the ability to analyze, organize and visualize data to support Voya's fixed income strategies
Deep knowledge of Excel and PowerPoint required, and experience with WebFocus or programing a plus
Strong interpersonal skills with ability to engage with many individuals throughout the organization
Career interest as a data analyst in investment management with good comfort interfacing with internal and/or external clients
Background in CPA or CFA preferred
Ability to multi-task and work in a high-paced, team-oriented environment
Creative problem-solving skills to improve and automate reporting and processes
Exemplary organizational skills, ensuring Senior PMs are well prepared for client portfolio review meetings and timeliness of client deliverables and that Analyst team is fully supported for on-going data needs

Nice to have

Fixed income experience
Experience with WebFocus or programing
Background in CPA or CFA

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 year

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Private Credit Data Operations Specialist

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