Voya

Financial Services

SeniorAnalyst,Financials(I&G)

$136–191k San Diego, California, United States FULL TIME
The Brief

“Senior Analyst, Financials (I&G) at Voya. Skills: Financial Institutions Research, Investment Recommendations, Financial Modeling, Valuation, Risk Assessment. Generate high conviction investment insights across the US Financial Services sector. Drive the process of stock selection within the US Financial Services sector”

What You'll Achieve.

Generating high conviction investment insights; Producing differentiated research that drives alpha; Successful investment recommendations

Industry & Context.

Financial Services
Problems you'll solve

Analytical judgment; Critical thinking skills

What They're Looking For.

Must Have

7-10 years of experience in equity or credit research, investment management, investment banking, or consulting with a focus on financial institutions, Deep understanding of bank and insurance company financial statements, regulatory capital frameworks, and sector specific valuation methodologies, Demonstrated ability to generate differentiated insights and a track record of successful investment recommendations, Exceptional financial modeling, analytical, and critical thinking skills, communication skills, with the ability to articulate complex ideas clearly to both internal and external stakeholders

Nice to Have

Specific experience covering the US Banking sector within Financial Services is preferred, Advanced degree (MBA, MS Finance) or professional designation (CFA) preferred

What You'll Do.

Generate high conviction investment insights across the US Financial Services sector

Drive the process of stock selection within the US Financial Services sector

Lead fundamental research coverage of financial institutions

and other specialty finance businesses

Develop detailed financial models

and scenario analyses to assess company performance

and macro sensitivities

actionable investment recommendations supported by rigorous analysis and industry insight

Monitor sector developments

and macroeconomic trends that influence investment outcomes

Identify mispriced securities and thematic opportunities across the capital structure (equity

How You'll Work.

Team & Collaboration

Collaborate with portfolio managers on the platform; Partner closely with portfolio managers to shape investment strategy, position sizing, and risk management decisions; Present investment theses, risk assessments, and ongoing updates to the investment committee

Communication Scope

Ability to influence portfolio construction decisions; Effectively communicate both in written and oral formats; Explain and defend buy and sell ideas to the portfolio managers; Articulate complex ideas clearly to both internal and external stakeholders; Clarity and conviction in presentations

Free ATS check

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