Voya Financial

Client Portfolio Management Analyst

Voya Financial

Atlanta, GA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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:

  1. Manage and monitor clients' financial portfolios
  2. Analyze client portfolios and recommend modifications to optimize performance
  3. Monitor financial markets and identify opportunities for clients
  4. Develop and implement financial strategies to meet clients’ goals
  5. Provide research and analysis on industry trends and economic developments
  6. Prepare detailed reports on the performance of portfolios
  7. Maintain accurate records of client portfolios
  8. Provide client support and customer service
  9. Liaise with internal and external stakeholders
  10. Stay up to date with regulatory changes and industry developments
Where is this job?
This job is located at Atlanta, GA, USA
Job Qualifications
  • 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

Required Skills
  • 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

Soft Skills
  • Communication

  • Leadership

  • Negotiation

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • collaboration

  • Adaptability

  • Problem-Solving

Compensation

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.

Additional Information
Voya Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 29th, 2023
Apply BeforeMay 22nd, 2025
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About Voya Financial

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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