Summer Student - Institutional

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Voya Financial

Well Planned, Well Invested, Well Protected®

10,001+ employeesFounded 2014New York, NYFinancial Services
Actively hiringPaidSummer 2027Financial Services
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Best applied by Nov 16

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About the role#

This position is part of the Voya Investment Management Summer Student Program. You will support the Institutional Distribution group, including the Sales, Business Management, and Request for Proposal teams. This role offers exposure to senior department members and provides firsthand experience in the investment management industry.

What you'll do#

  • Update key information in the Salesforce CRM system to improve sales data accuracy.
  • Maintain contact information and professional biographies for key client personnel using internal and external resources.
  • Tag contacts by functional role and investment focus to support targeted communications.
  • Research how client organizations and external consulting partners work together.
  • Analyze prospective clients' financial statements to assist the sales team in assessing opportunities.
  • Compile materials for client meetings and track follow-up items.
  • Help create a repeatable process for using client segmentation to support sales strategies.
  • Identify and resolve data gaps in client and prospect information.
  • Collaborate with other summer students on a group project.

What you'll need#

  • Current enrollment in an undergraduate degree program in finance, business, economics, or a related field.
  • High school diploma or GED.
  • Strong verbal and written communication skills.
  • Organizational and project management skills with close attention to detail.
  • Ability to work independently, manage multiple priorities, and take initiative.
  • Customer-focused mindset.
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
  • Familiarity with Salesforce, Access, or other database and CRM platforms is preferred.
  • Interest in investment management, institutional distribution, sales, or financial services.

Location & details#

  • Location: New York, New York.
  • Term: Summer 2027.
  • Work Modality: Hybrid, with an expected onsite presence averaging up to 3 days per week.
  • Employment Type: Full-time, paid internship.

About Voya Financial

Voya Financial is a public company that provides retirement, investment, and insurance services. It serves individual, workplace, and institutional clients. The company was founded in 2014 and maintains its headquarters in New York. It employs between 5,001 and 10,000 people.

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