Mid Level Client Operations Lead Jobs

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

Get to Know the Opportunity

The Client Reporting Analyst is responsible for designing, building, maintaining, and delivering high-quality investment reports for institutional clients. This role has a strong focus on report development using SimCorp Coric or similar dynamic reporting tools, along with the data analysis and problem-solving needed to support accurate and effective client reporting.

The analyst will work across Client Service, Operations, Data, and Technology to turn business requirements into clear, professional client reports. The role requires hands-on report development experience, strong attention to report design and presentation, and the ability to understand the data and calculations behind the reports.

The Contributions You Will Make

• Design, build, and maintain client reports using SimCorp Coric and other reporting platforms.
• Create professional, client-ready reports that present investment information clearly and consistently.
• Build report templates, layouts, variables, calculations, conditional content, and other report logic.
• Work with Client Service, Operations, Data, and Technology teams to understand reporting needs and turn them into working reporting solutions.
• Understand and validate the data used in reports, including holdings, performance, attribution, portfolio characteristics, and other investment data.
• Investigate and resolve report issues by reviewing source data, calculations, report logic, formatting, and production processes.
• Test reports and perform quality control to ensure accuracy, consistency, and a high-quality client presentation.
• Improve and automate reporting processes using tools such as Microsoft Copilot, GitHub Copilot, Power Automate, SQL, Power BI, WebFOCUS, Excel, and related technologies.
• Use AI and automation tools where appropriate to support report development, testing, documentation, data analysis, and process improvements.
• Maintain documentation for report requirements, data sources, calculations, templates, testing, and production processes.
• Support new client reporting needs, report redesigns, platform upgrades, ad hoc requests, and other Client Reporting initiatives.

Minimum Knowledge and Experience

• Bachelor’s degree required; concentration in Finance, Accounting, Business, Computer Science, Information Systems, or a related field preferred.
• Minimum 3 years of experience in client reporting, report development, business intelligence, or a similar reporting role; financial services or asset management experience preferred.
• Hands-on experience with SimCorp Coric is strongly preferred. Experience with similar dynamic reporting or document generation platforms will also be considered.
• Demonstrated experience designing and building data-driven reports, not only producing or reviewing completed reports.
• Strong report design skills with the ability to create clean, professional, client-ready output.
• Experience building report templates, variables, calculations, conditional content, and other report logic.
• Ability to work with large data sets and understand how source data, calculations, and report output connect.
• Working knowledge of SQL preferred.
• Advanced proficiency in Microsoft Excel and PowerPoint required; experience with Power BI, WebFOCUS, or similar reporting tools is a plus.
• Experience using AI or automation tools such as Microsoft Copilot, GitHub Copilot, or Power Automate for reporting, development, testing, documentation, or process improvement is a plus.
• Strong analytical, problem-solving, and communication skills.
• Understanding of investment reporting concepts such as holdings, performance, attribution, and portfolio characteristics preferred.

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.

$90,000 to $105,000 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

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.

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.