Mutual Funds Operations Analyst at Voya Financial (Phoenix, AZ)

| Phoenix – Mesa – Scottsdale, AZ
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Together we strive for everyone's opportunity towards a better financial future.

Together we stand up for and champion everyone's access to opportunity. We strive for better together. We advocate for everyone and not against anyone. 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 to be America's Retirement Company®.

Are you ready to join a great company with a winning culture? Start your Voyage - Apply Now

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.

Profile Summary:

The Fund Operations Department is responsible for tracking product specific sales trades, payment accruals and processing, internal and external reporting needs, report analytics and supporting the needs of the various departments and business divisions as it pertains to mutual funds, variable products, 529 Plans, Collective Investment Trusts, and alternative investments.

Job Responsibilities:
  • Daily review of automated monitoring reports, specific to trading and compliance of various product lines
  • Trade and expense reconciliation within the CRM system
  • Organize periodic meetings with internal/external departments. Includes crafting agendas, setting objectives, and preparing applicable materials.
  • Reporting (periodic and ad-hoc) to internal and external parties
  • Provide excellent customer service in answering calls and responding to emails
  • Special projects as assigned


Requirements:
  • Bachelor's degree preferred
  • 1+ year(s) of industry experience, or other relevant professional experience preferred
  • Intermediate proficiency in Microsoft Office products, to include Adobe Acrobat, PowerPoint, Outlook, Word, and Excel including inputting and sorting data, writing basic formulas, and reconciling data input
  • Ability to learn technical systems, including proprietary vendor applications, CRM systems, internal systems, and SharePoint
  • Excellent communication and analytical skills, with the ability to communicate effectively across all levels of the organization and represent Voya in a professional manner
  • Superior customer service skills with focus on building and maintaining both internal and external relationships
  • Strong attention to detail
  • Enjoys researching complex issues and utilizing problem-solving and critical thinking skills to find solutions to project challenges
  • Ability to work independently and on a team
  • Capability to use strong time management skills to prioritize, organize, and manage multiple responsibilities and projects to meet strict deadlines


Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer
  • Health, dental, vision and life insurance plans
  • 401(k) Savings plan - with generous company matching contributions (up to 6%)
  • Voya Retirement Plan - employer paid cash balance retirement plan (4%)
  • Tuition reimbursement up to $5,250/year
  • Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
  • Paid volunteer time - 40 hours per calendar year


Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:
  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals.
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.


Learn more aboutCritical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

We are committed to maintaining a diverse workforce. This commitment governs all decisions related to employment, including selection, development and compensation. It also includes an employee's request for reasonable accommodation. All employees will be treated in a manner free from discrimination or harassment. Voya is committed to providing equal employment opportunities for persons with disabilities, including reasonable accommodation when needed. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please see our resources for applicants with disabilities.

Misuse of Voya's name in fraud schemes
More Information on Voya Financial
Voya Financial operates in the Financial Services industry. The company is located in New York, NY, Braintree, MA, Windsor, CT, Atlanta, GA, Jacksonville, FL, Minneapolis, MN and Tempe, AZ. Voya Financial was founded in 2014. It has 5463 total employees. It offers perks and benefits such as Health Insurance Benefits, 401(K), Remote Work Program. To see all 45 open jobs at Voya Financial, click here.
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