Investment Performance Reporting Analyst

San Diego, CA, United States

Senior Investment Performance Reporting Analyst page is loaded Senior Investment Performance Reporting Analyst Apply locations San Diego, CA time type Full time posted on Posted 2 Days Ago job requisition id JR0027295 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

The Investment Performance Reporting team is responsible for the calculation and distribution of investment performance information for all investment products managed for external clients of Voya Investment Management. The team has responsibility for all aspects of investment performance reporting across portfolio-level returns, security-level returns, returns-based statistics, and competitive rankings. We offer a multifaceted, team-oriented environment with tremendous learning and growth potential.

The Contributions You'll Make:

Has primary responsibility for the oversight of externally-sourced inputs to the calculation and reporting of investment performance for Voya IM’s external client book of business.

Interface with external services providers to research, troubleshoot, and facilitate resolution of unexpected accounting data results in order to ensure that investment performance is correctly reported to clients and client prospects.

Creatively improve upon existing process to enhance efficiency and timeliness of reporting process.

Demonstrate ability in communicating and interacting with peers, management, and customers at all levels in a professional manner.

Support the implementation of new business and strategic initiatives for the organization and company.

Minimum Knowledge and Experience

Bachelor's degree in accounting, finance or related field.

Minimum of 5 years of experience working as part of an integrated investment accounting and performance reporting function at either an investment management or asset servicing organization.

Tenured knowledge of investment accounting for all commoditized asset classes (Equities, Fixed Income, Loans, etc.) including specifics of derivative instruments.

Strong analytical/mathematical skills, critical thinking, and problem-solving abilities.

Excellent interpersonal skills (written and verbal), organizational skills; and a self-starter with ability to perform and communicate under pressure.

Familiarity with the software development lifecycle is helpful; comfort with programming/scripting/SQL a plus.

Demonstrated interest of the investment management industry.

Desire to pursue Certificate in Investment Performance Measurement (CIPM) or Chartered Financial Analyst (CFA).

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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.

$64,000 - $80,000 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 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

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 aboutCritical 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

Voya Investment Management (Voya IM) is a leading, active asset management firm serving both affiliated and external institutions as well as individual investors. Drawing on over 40 years of history in investment management, the firm has the experience and resources to provide clients with investment solutions with an emphasis on equities, fixed income, and multi-asset strategies and solutions. Voya IM’s award-winning culture is deeply rooted in a client-centric approach to helping investors meet their goals — from insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, and consultants to intermediaries, and individual investors. Reliability is why our clients hire us and it is why they trust us to navigate the path ahead. Voya’s values serve as our compass, bringing together our culture, performance, brand, vision, strategy and corporate responsibility activities. Our values guide our decision-making and behaviors allowing us to deliver worth to our customers, distribution partners, shareholders and each other. With a lens on balance, health & welfare, our work environment offers flexibility . The majority of our roles have adopted a hybrid schedule — working some days in the office and some days remotely, providing flexibility for work-life balance and still allowing the benefit of in-person collaboration. Some functions will continue to be 100% on-site and others may be fully remote, depending on business needs. We do the right thing We have customer passion We have a winning spirit We are the We Why I love Voya? Awards and Recognition Certified by the Great Place to Work Institute as a Great Place to Work, 2016-2023, Voya is equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible. Voya’s culture is proudly recognized by multiple organizations. See a full listing of our awards and recognition.

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