Senior Analyst, Financials (Fintech)

TL;DR

Senior Analyst, Financials (Finance): Generating high-conviction investment insights across the US Financial Services sector with an accent on stock selection and fundamental research. Focus on developing detailed financial models, valuation frameworks, and presenting investment theses to the investment committee.

Location: Must be based in San Diego, CA

Salary: $136,000 - $190,500 USD

Company

Voya Investment Management is a research-driven firm focused on generating alpha within the US Financial Services sector through sophisticated industry expertise.

What you will do

• Lead fundamental research coverage of financial institutions, including banks, insurance companies, and fintech platforms.
• Develop detailed financial models, valuation frameworks, and scenario analyses to assess performance and regulatory impacts.
• Produce high-quality, actionable investment recommendations supported by rigorous analysis and industry insight.
• Monitor sector developments, regulatory changes, and macroeconomic trends influencing investment outcomes.
• Partner with portfolio managers to shape investment strategy, position sizing, and risk management.
• Present investment theses and risk assessments to the investment committee with clarity and conviction.

Requirements

• 7-10 years of experience in equity or credit research, investment management, or investment banking.
• Deep understanding of bank and insurance company financial statements and regulatory capital frameworks.
• Proven track record of producing differentiated research that drives alpha.
• Exceptional financial modeling, analytical, and critical thinking skills.
• Location: Must be based in San Diego, CA.
• Advanced degree (MBA, MS Finance) or CFA designation preferred.

Culture & Benefits

• Comprehensive health, dental, vision, and life insurance plans.
• 401(k) Savings plan with company matching contributions up to 6%.
• Employer-paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250 per year.
• 20 days of paid time off, nine paid company holidays, and a Diversity Celebration Day.
• 40 hours of paid volunteer time per calendar year.