Client Portfolio Analyst

Welcome to Voya Financial, a leading provider of retirement, investment, and insurance solutions for individuals and businesses. We are currently seeking a highly motivated and detail-oriented Client Portfolio Analyst to join our team. As a Client Portfolio Analyst, you will play a critical role in managing and analyzing client portfolios to help them achieve their financial goals. We are looking for a candidate with strong analytical skills, excellent communication abilities, and a passion for helping clients achieve financial success. If you are someone who thrives in a fast-paced and dynamic environment, then we invite you to apply for this exciting opportunity at Voya Financial.

1. Manage and analyze client portfolios to ensure they align with their financial goals and objectives.
2. Utilize strong analytical skills to monitor and evaluate portfolio performance, identifying areas for improvement and making necessary adjustments.
3. Communicate with clients to understand their financial needs and provide personalized recommendations based on their risk tolerance, time horizon, and investment goals.
4. Collaborate with other team members to develop and implement investment strategies for clients.
5. Conduct market research and stay up-to-date with industry trends and developments to inform investment decisions.
6. Create and maintain detailed reports and presentations to effectively communicate portfolio performance and recommendations to clients.
7. Proactively identify potential risks and provide solutions to mitigate them.
8. Assist with client onboarding and account maintenance processes.
9. Provide exceptional customer service and build strong relationships with clients.
10. Comply with all regulatory requirements and company policies and procedures.
11. Continuously seek opportunities for professional growth and development.

According to JobzMall, the average salary range for a Client Portfolio Analyst in New York, NY, USA is $60,000-$90,000 per year. However, this can vary depending on the specific company, experience level, and industry. Some companies may offer higher salaries and bonuses for this position.

Voya Financial is an American financial, retirement, investment and insurance company based in New York, New York. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public offering.