Private Credit Portfolio Data Analyst

***** Together we fight for everyone’s opportunity for a better financial future.
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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.
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****** Get to Know the Opportunity
** The Private Credit Portfolio Data Analyst is responsible for assisting in the support of production, marketing and communication of product and investment content used by external client portfolio managers as well as internal and external partners. This position is also responsible for data management activities supporting both the Private Credit portfolio management and Private Credit investment analyst teams.
** The Contributions You Will Make
*** Performing as a core part of IM’s Private Credit Portfolio Management and Investment team, the data analyst will be responsible for data and data projects to support both internal and external clients.
* Supporting client portfolio management responsibilities, including preparing materials to support making investment decisions on behalf of external clients following stated investment guidelines, helping with data to maintain client portfolios, helping track and ensure portfolios remain in compliance, and other data tracking regarding on-going production and investment results.
* Responsible for onboarding new client relationships across the team’s proprietary portfolio management systems.
* Supporting data analysis for internal and external clients regarding capital market analysis, individual portfolio holding updates, and portfolio performance.
* Contributing to quarterly client portfolio review meetings by reviewing and ensuring that data in presentations is correct and providing additional customized responses and answers in timely fashion for any ad-hoc client requests.
* Assist the Senior Private Credit Client Portfolio Managers in gathering and analyzing product and capital markets data, assembling support materials including commentaries, presentation books and various marketing and communication pieces.
* Assist Institutional Insurance Solutions Sales team in curating customized report requests and pitch books for potential client mandates.
* Partnering with marketing and communications to assist in a high-quality investment product and client content creation and distribution.
* Ongoing project coordination and communications regarding data with all parts of the organization including portfolio management, marketing and communications, operations, and IT, legal and compliance and IM’s institutional distribution teams.
* Assist the dedicated Private & Alternative CPMs with internal and external client inquiries including customized reports, ad-hoc client requests, and RFPs with strict deadlines.
* Support PM team with client allocations.
* Responsible for trade entry on new primary and secondary transactions and on on-going trade update needs for delayed draws, loans, or revolvers.
* Responsible for the data support needed for our secondary trades, including tracking and necessary research to support trades.
* Lead the data review process semi-annual to review security master information, including sectors, pricing methods, etc.
* Liaison with analysts and provide ongoing support to…