Atlanta, GA, USA
4 days ago
Assistant Portfolio Manager - FI

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 Opportunity

Voya Investment Management (IM) is seeking an Associate Portfolio Manager to support IM’s Private Credit team. This role is responsible for assisting in the production, marketing and communication of product and investment content used by external client portfolio managers as well as internal and external partners. This position will also be responsible for client portfolio management activities including reviewing investment opportunities on behalf of external clients, ensuring investment decisions made are in compliance with the clients’ stated IMA guidelines. The position will be located in the Atlanta office.

The Contributions You Will Make

Performing as an advocate and representative of IM’s Private Credit Investment team, the Associate Portfolio Manager serves as a main point of contact among internal and external clients.Client portfolio management responsibilities including evaluating new investment opportunities and making investment decisions on behalf of external clients following stated investment guidelines, maintaining client portfolios, ensuring portfolios remain in compliance, 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 performance.Contributing to quarterly client portfolio review meetings by providing detailed market updates and portfolio analysis, including performance attribution analysis.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 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.Owning the Private Credit Investment Team’s ESG process and methodology, including the enhancement and automation of ESG client reporting capabilities.

Minimum Knowledge and Experience

Bachelor’s degree in Finance or related field with 3-5 years minimum of financial services experience, preferably in asset management or capital markets. Strong fixed income knowledge required and fixed income experience a plus. MBA and/or CFA preferred. Expect pursuit of CFA, if not already achieved.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 CPM or in product management, sales, or investment management with good comfort interfacing with internal and/or external clients. Background in credit underwriting 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.

#LI-BMS

Compensation 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.

$100,000 to $125,000 USD

Be 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 plans401(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/yearPaid 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

Learn more about Voya benefits (download PDF)

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 Critical Skills

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 resources for applicants with disabilities.

Misuse of Voya's name in fraud schemes

Confirm your E-mail: Send Email