Voya Financial

Senior Investment Data Analyst, AI Enablement

Voya Financial Windsor, Connecticut, United States · $94K–$132K/yr

Financial Services · 10,001+ employees

Yesterday
data-analyst Senior (5-10 yrs) Full-time United States
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About the role

The role involves bridging the gap between investment business partners and technology teams to evolve an AI-enabled investment data environment. Responsibilities include gathering business requirements, analyzing complex datasets, and implementing process improvements to enhance data quality and operational efficiency.

What they look for

Investment data analysis SQL Python Business analysis Data management Requirements gathering Data modeling Data quality management Process improvement Stakeholder management AI-enabled tools Financial services Asset management Data validation Root-cause analysis Testing

Requirements

Candidates must have a bachelor's degree and at least seven years of experience in investment management, data analytics, or financial services. Strong proficiency in SQL, data flow understanding, and the ability to translate business needs into technical requirements are essential.

Benefits

Health insurance Dental insurance Vision insurance Life insurance 401(k) savings plan Company matching contributions Retirement plan Tuition reimbursement Paid time off Paid volunteer time

Full description

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

***Please Note: This is a hybrid position requiring approximately 2-3 days per week onsite in the office, with the remaining time working remotely, consistent with team and business needs. ***

Get to Know the Opportunity 

Voya Investment Management is seeking an experienced, analytical, and forward-thinking investment data professional to support the continued evolution of a trusted, scalable, and AI-enabled investment data environment. 

This role serves as a critical bridge between investment business partners, data management, operations, technology teams, and external service providers. The successful candidate will combine investment-domain knowledge, business analysis skills, data analysis capabilities, and practical experience using modern AI-enabled tools to improve data quality, reporting, controls, and operational efficiency. 

The ideal candidate understands how investment data moves across multiple systems and vendors, can translate stakeholder needs into actionable requirements, and is comfortable analyzing complex datasets to identify exceptions, patterns, and process improvement opportunities. 

***Please Note: This is a hybrid position requiring approximately 2-3 days per week onsite in the office, with the remaining time working remotely, consistent with team and business needs. ***

The Contributions You’ll Make 

Investment Data Analysis and Business Partnership 

  • Partner with investment, operations, technology, reporting, and data management teams to understand business objectives, data needs, and operational challenges. 
  • Gather, challenge, and clarify business requirements, including details stakeholders may not initially provide. 
  • Translate business needs into functional requirements, data specifications, acceptance criteria, testing scenarios, and process improvements. 
  • Analyze investment data across asset classes such as fixed income, equities, derivatives, and mortgage-related investments. 

Investment Data Management and Data Flow Understanding 

  • Support integration, validation, and monitoring of data from internal systems, external investment platforms, custodians, administrators, and market-data providers. 
  • Develop a strong understanding of Voya Investment Management data models and the flow of data from source platforms through transformation processes into the investment reporting warehouse. 
  • Investigate data exceptions, identify root causes, and recommend enhancements to improve data quality, controls, and usability. 
  • Help maintain trusted, consistent, and business-ready investment data across downstream reporting and analytics environments. 

Data Analytics and Technical Analysis 

  • Use SQL and Python to query, reconcile, validate, profile, and analyze large investment datasets. 
  • Assess current logic, transformation rules, reconciliations, and data feed requirements in partnership with technology teams. 
  • Support testing for new or changed data feeds, warehouse enhancements, reporting changes, and process improvements. 
  • Assist with analysis and validation in Snowflake or comparable data platforms, with focus on data extraction, interpretation, and business use rather than back-end platform administration. 

AI Enablement and Process Improvement 

  • Use approved AI tools such as GitHub Copilot and Microsoft Copilot to improve requirements development, SQL and Python analysis, testing support, documentation, and exception analysis. 
  • Identify opportunities to simplify, standardize, automate, and reduce risk in recurring data processes and manual workflows. 
  • Validate AI-assisted outputs, protect confidential information, and maintain human accountability for analysis, decisions, and production changes. 
  • Support use cases related to anomaly detection, exception classification, root-cause analysis, data discovery, and workflow efficiency where appropriate. 

Stakeholder and Vendor Collaboration 

  • Build trusted relationships with investment professionals, operations partners, technology teams, senior leaders, and external service providers. 
  • Communicate technical and data topics in clear business language, including scope, risks, dependencies, decisions, and delivery status. 
  • Support data interface work involving platforms and providers such as BlackRock Aladdin, Bloomberg, State Street, BNY, Charles River, and comparable systems. 
  • Collaborate with engineers and analysts to turn sound analysis and prototypes into secure, tested, documented, and production-ready solutions. 

Leadership and Future Team Growth 

  • Operate as a senior individual contributor initially, with the potential to guide or develop team members as the group evolves. 
  • Share knowledge across investment data, requirements analysis, testing, exception management, stakeholder communication, and responsible AI practices. 
  • Contribute to a collaborative, accountable, and continuous-learning culture across business and technology partners. 

Minimum Knowledge & Experience 

  • Bachelor’s degree in finance, accounting, economics, information systems, computer science, data analytics, engineering, or a related discipline. Equivalent relevant experience may be considered. 
  • Seven or more years of experience in investment management, asset management, investment operations, financial services, business analysis, data management, data analytics, or a related field. 
  • Strong knowledge of investment data and how it is used across front-, middle-, and back-office functions. 
  • Practical understanding of multiple asset classes, such as fixed income, equities, derivatives, structured products, investment funds, or comparable instruments. 
  • Significant experience with business analysis, process analysis, requirements definition, data mapping, data flows, data lineage, data controls, or data-quality management. 
  • Demonstrated ability to translate complex business needs into functional and technical requirements. 
  • Strong SQL skills, including the ability to query, join, reconcile, profile, and validate large datasets. 
  • Experience working with data warehouses, cloud data platforms, enterprise analytical environments, or large-scale investment data repositories. 
  • Experience planning and executing testing, including data validation, integration testing, parallel testing, regression testing, and user acceptance testing. 
  • Strong problem-solving skills and demonstrated ability to investigate data exceptions through root-cause analysis. 
  • Excellent written, verbal, facilitation, presentation, and stakeholder-management skills. 
  • Ability to manage changing priorities and strict deadlines, including month-end, quarter-end, and year-end processing periods. 
  • Demonstrated integrity, sound judgment, accountability, resilience, and commitment to high-quality execution. 

Preferred Knowledge & Experience 

  • Experience with Snowflake or another modern cloud data platform, with emphasis on data extraction, analysis, validation, and interpretation. 
  • Working knowledge of Python for data analysis, automation, reconciliation, prototyping, or testing. 
  • Experience using Git-based source control and development workflows, preferably GitHub. 
  • Experience with approved AI-assisted development or analytical tools such as GitHub Copilot, Microsoft Copilot, Snowflake Cortex, or comparable enterprise AI tools. 
  • Familiarity with responsible-AI principles, including validation, human oversight, explainability, data protection, and monitoring of AI-assisted outputs. 
  • Experience with investment platforms or service providers such as BlackRock Aladdin, Bloomberg, State Street, BNY, Charles River, FactSet, SimCorp, or comparable systems. 
  • Experience building, supporting, or validating data interfaces to or from investment platforms, custodians, administrators, and market-data providers. 
  • Experience with market data, security master data, portfolio data, accounting data, performance, attribution, risk, regulatory reporting, or client reporting. 
  • Residential mortgage loan or mortgage investment data experience is helpful but not required. 
  • Exposure to APIs, JSON, Parquet, notebooks, Power BI, Streamlit, semantic models, data catalogs, metadata tools, or comparable analytics technologies. 
  • Familiarity with Agile delivery practices, including product backlogs, user stories, sprint planning, acceptance criteria, and retrospectives. 
  • Prior experience coaching analysts, leading workstreams, managing deliverables, or developing team members is beneficial. 
  • Professional designation or certification such as CFA, FRM, CPA, CBAP, product owner, cloud, data management, or Agile certification is a plus. 

How This Role Aligns to Our Core Four:

At Voya, our Core Four principles guide how we work and deliver value. In this role, you will bring these to life through your leadership in digital and data architecture:

1. Investment Data & Domain Expertise

  • Strong understanding of investment data, asset classes (fixed income, equities, derivatives), and how data supports the investment lifecycle.

2. Business Analysis & Requirements Management

  • Proven ability to gather requirements, translate business needs into functional solutions, and partner effectively with investment, operations, and technology stakeholders.

3. Data Analytics & Technical Skills

  • Hands-on experience using SQL (and ideally Python) to analyze, reconcile, validate, and troubleshoot complex datasets and data flows.

4. AI Enablement & Modern Data Tools

  • Experience leveraging AI-assisted tools (e.g., GitHub Copilot, Microsoft Copilot) and modern data platforms such as Snowflake to improve analysis, documentation, and operational efficiency.

#LI-ND1

Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$94,500 - $132,500 USD

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 about Critical 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

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

Misuse of Voya's name in fraud schemes

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