Client Business Implementation Analyst

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 projec