Senior Analyst, Financials (I&G)

Research 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.

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Voya Investment Management is seeking a Research Analyst to join its Income & Growth team, responsible for generating high conviction investment insights across the US Financial Services sector. The analyst will work as part of a team to drive the process of stock selection within the US Financial Services sector in collaboration with portfolio managers on the platform.

The ideal candidate brings a sophisticated understanding of banks, insurers, asset managers, fintech, specialty finance, and/or other financial subsectors, along with a proven track record of producing differentiated research that drives alpha. Specific experience covering the US Banking sector within Financial Services is preferred, though not required. This role requires deep industry expertise, strong analytical judgment, and the ability to influence portfolio construction decisions.

The analyst will develop and communicate investment recommendations based on comprehensive industry and company research, relying on various sources of information including, but not limited to, review of public documents, annual reports, trade journals, networking with industry contacts as well by interaction with senior management teams within the sector. The analyst will aid in the development of a quantitative screen which will be used to focus on investment ideas consistent with the underlying investment philosophy of the platform. The analyst will be expected to effectively communicate both in written and oral formats, explain and defend buy and sell ideas to the portfolio managers.

Profile Description:

• Lead fundamental research coverage of financial institutions, including banks, insurance companies, fintech platforms, and other specialty finance businesses.
• Develop detailed financial models, valuation frameworks, and scenario analyses to assess company performance, capital structure, regulatory impacts, and macro sensitivities.
• Produce high quality, actionable investment recommendations supported by rigorous analysis and industry insight.
• Monitor sector developments, regulatory changes, competitive dynamics, and macroeconomic trends that influence investment outcomes.
• 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 with clarity and conviction.
• Identify mispriced securities and thematic opportunities across the capital structure (equity, credit, hybrids, preferred, etc., depending on firm mandate).

Knowledge & Experience:

• 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.
• Strong communication skills, with the ability to articulate complex ideas clearly to both internal and external stakeholders.
• Advanced degree (MBA, MS Finance) or professional designation (CFA) preferred.
• High level of integrity, intellectual curiosity, and commitment to excellence.

$136,000 - $190,500 USD

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.

• 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

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.