
Client Portfolio Management Analyst
Voya Financial is seeking an experienced and highly motivated Client Portfolio Management Analyst to join our fast-paced team. In this role, you will be responsible for managing and monitoring the financial portfolios of our clients. The ideal candidate will have a passion for finance, a strong understanding of the financial markets, and excellent analytical and organizational skills.To be successful in this role, you must have a bachelor’s degree in finance, economics, or a related field, as well as a minimum of 3 years of experience in a financial services environment. You must also be highly detail-oriented, able to multitask in a fast-paced environment, and have excellent written and verbal communication skills. A strong working knowledge of financial planning software is a plus.If you are looking for an opportunity to work in a dynamic and challenging environment and demonstrate your financial and analytical acumen, this could be the perfect role for you.
Responsibilities:
- Manage and monitor clients' financial portfolios
- Analyze client portfolios and recommend modifications to optimize performance
- Monitor financial markets and identify opportunities for clients
- Develop and implement financial strategies to meet clients’ goals
- Provide research and analysis on industry trends and economic developments
- Prepare detailed reports on the performance of portfolios
- Maintain accurate records of client portfolios
- Provide client support and customer service
- Liaise with internal and external stakeholders
- Stay up to date with regulatory changes and industry developments
Strong Analytical Skills
Excellent Communication And Interpersonal Skills
Economics
Or Related Field
Bachelor's Degree In Finance
Proven Work Experience As A Portfolio Manager
Knowledge Of Financial Analysis And Forecasting
Proficiency In Ms Office And Financial Software
Understanding Of Financial Markets And Investment Strategies
Ability To Develop And Implement Portfolio Management Strategies
Risk Management
Financial Analysis
Process Improvement
Strategic Planning
Data Analysis
Program Management
Financial Modeling
Portfolio Management
Regulatory compliance
Client Relations
Asset allocation
Investment Analysis
Investment Research
Client Support
Investment Strategies
Communication
Leadership
Negotiation
Time management
Interpersonal Skills
creativity
Organization
collaboration
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Client Portfolio Management Analyst in Atlanta, GA, USA is $45,000 - $75,000 per year. This range may vary depending on the experience level of the candidate and the size of the organization they work for.
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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.

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