AVP, Loan Operations Senior Specialist

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 Assistant Vice President of Loan Operations provides operational oversight and support across various stages of investment for syndicated loans and similar asset types. This role, which reports to the VP of Private Market Platform Operations, is an individual contributor role which focuses on managing complex issues throughout the loan lifecycle and ensuring accurate treatment across Voya’s systems and service providers. This role will work closely with internal teams and external partners to maintain data integrity, support ongoing and ad hoc reporting, and uphold high standards for organizational efficiency.

The Contributions You Will Make

Oversee the loan investment platform data and processes

• Partner with operations management, division leadership and technology professionals to facilitate cross-functional cooperation and create meaningful metrics and reporting around the loan platform operations.
• Assess, redesign, optimize and document organizational processes to improve efficiency, effectiveness, and adaptability. Targeted areas include operational workflows, communications, decision-making processes, and systems enhancement.
• Promote a culture of innovation by challenging the staff to seek out process improvement initiatives, automation enhancements and idea generation.
• Institute streamlined communication between back- and front-office teams to provide a centralized point of contact.

Portfolio data reporting and coordination

• Develop and implement Power BI dashboards to promote data-driven decision-making.
• Create and deploy new custom reporting views tailored to enhance investor reporting, data visualization and accessibility, and to empower teams with actionable insights.
• Improve data reporting by leveraging technical and analytical skills to enhance reporting for clients and prospects, ensuring the accurate and timely delivery of data-driven insights, improving transparency and client satisfaction.
• Oversee the production of data used by the Client Services and Client Portfolio Management groups for investor reporting, investment analytics, portfolio management, senior management, and RFPs.
• Collaborate on RFP/RFI data requests by working closely with the RFP team to review and complete these requests; maintain databases and manage quarterly client and consultant questionnaires to support business development efforts.
• Identify and provide requirements for technological solutions by participating in meetings to understand organizational processes and workflows, assessing and addressing identified difficulties, and improving operational efficiency.
• Track and report fund defaults by documenting defaults and providing detailed reports to portfolio managers, informing investment decisions and risk management strategies, ensuring proactive management of portfolio data.
• Contribute to daily operational calls by providing updates on deliverables, addressing key issues, and supporting continuous improvement initiatives, while fostering a collaborative and innovative work environment.

SOX Controls and Operational Risk Tracking 

• Work with Operational Risk Management to identify, track and report KRIs and KPIs 

Minimum Knowledge and Experience

• Bachelor’s degree in finance, accounting, or similar; Master’s in Business Administration is a plus. 
• 5-7 years experience in the inve