Client Business Implementation Analyst
Company: Disability Solutions
Location: Scottsdale
Posted on: October 20, 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 (Voya IM) Entry Level
Analyst 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 career in
your respective fields while gaining hands-on experience and formal
development and training. 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. As part of the Client
Operations Team, the Business Implementation team ("BIT") leads the
onboarding of new clients and funds for institutional clients of
Voya Investment Management, across all asset classes (public and
private) investment products, including equity, fixed income,
leveraged credit and multi-asset for all external U.S. and non-U.S.
asset management clients (Public and Corporate Retirement,
Insurance Company). The BIT partners across the business and leads
onboarding activities performed by all internal departments. Client
Onboarding Managers and Analysts also liaise with clients to vet
and negotiate bespoke contracts and investment guidelines as well
as establish operational protocols for new client portfolios and
funds. The Client Onboarding Analyst will be an integral team
member reporting to the Senior Onboarding Managers to ensure all
clients are onboarded successfully and in compliance with a
rigorous process and system. A key element of this role includes
project management and distribution of data, monitoring and
reporting status and open items, coordinating and leading internal
cross-departmental meetings to discuss, track and report on
activities and documenting new protocols and exceptions. The Client
Onboarding Analyst will also be the business administrator for the
firm's onboarding technology tool. Profile Description:
- Following dedicated processes and workflows, serve as project
manager and liaison to implement new client portfolios and
funds.
- Administer technical onboarding system for each new client
mandate to create workflows, generate tasks and obtain feedback and
approval from internal cross-functional departments.
- Ensure continuous collaboration and full integration with
Client Service and Operational teams via frequent teleconference,
project management updates and management reporting.
- Communicate with client to understand requirements partnering
with internal teams to ensure action items are communicated and
delivered.
- Collect and distribute all "Know-your-Client," beneficial
owner, AML and suitability client documents and work with Voya
Compliance teams to provide appropriate documents for regulatory
compliance.
- Document and communicate processes and deliverables across
firm. Seek resolution to bespoke client operational matters.
- Utilize designated systems fully, maintaining all details of
client requirements, ensuring accurate records of client and
portfolio data in all integrated systems (Shareholder, CRM, Project
Management Workflow).
- Apply investment industry knowledge and experience in
Institutional client onboarding and other Client Service matters to
effectively undertake and manage issues, identify enhancements and
support improvements to internal processes, communications, and
service delivery.
- Lead projects and participate in multi-functional project teams
to support new business initiatives. Preferred Knowledge &
Experience:
- Applicants must be graduating with an undergraduate degree in
December 2024/Spring 2025.
- Strong academic standing
- Preferred (but not required) knowledge of investment management
business/asset management industry; client onboarding experience in
this specific industry as well as all regulatory aspects.
- Service oriented, client-focused, consultative philosophy.
- Proactive ownership and leadership approach.
- Exceptional project management skills: able clearly articulate
project objectives and independently lead projects and effectively
address issues to ensure timely and accurate resolution.
- Very strong technical skills; ability to optimize technology
tools, both custom built and vendor (MS, Planner/Project
Management, Salesforce, etc.).
- Effectively manage competing priorities and handle multiple
projects/tasks concurrently.
- Strong attention to detail.
- Interest in project management, client service, consulting,
and/or operational or legal experience within the Investment
Management / Financial Services industry.
- Institutional client onboarding experience within asset
management / financial service firms is preferred.
- Knowledge of operational and investment product aspects of
fixed income and equity securities, public and private markets,
asset management business is preferred.
- Bachelor's degree in Finance, Economics, Business or related
field highly desired.
- Position will be hybrid work from home in the vicinity of Voya
office in Atlanta, GA, New York, NY, Scottsdale, AZ or Windsor, CT
- remote work is also available.#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, Mesa , Client Business Implementation Analyst, Professions , Scottsdale, Arizona
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