RFP Data Specialist -- Investment Management

VOYA INDIA Overview

VOYA INDIA, formerly known as VFI SLK, is a technology-driven, business process transformation company, driving the evolution of the financial services customer experience through the art of technology, innovation, and human creativity. As a subsidiary of Voya Financial Inc, we are dedicated to delivering cutting-edge solutions to Voyas Health (employee benefits), Wealth (Retirement) and Investment Management Business. Our focus lies in crafting inventive customer-centric solutions by digitizing, automating, and optimizing technology and business processes. We are committed to fostering an environment that celebrates learning, growth and inclusivity while developing and deploying innovative and impactful solutions for Voya Financial Inc.

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About the Role

'This role involves managing and updating critical quantitative and qualitative data for asset management firms and investment banks across multiple third-party consultant databases. The position requires strong attention to detail, process optimization skills, and collaboration with global stakeholders. A key focus will be ensuring data integrity, supporting institutional sales, and exploring automation opportunities to enhance efficiency.

Roles and responsibilities

Oversee key deliverables across multiple consultant databases and ensure compliance with SLAs.

Perform detailed reviews of consultant database profiles to evaluate gaps and improvements to processes.

Drive consultant database strategy to enhance institutional visibility and support global sales enablement.

Develop and execute short-term and long-term project roadmaps for process improvement and automation.

Update and maintain consultant databases with accurate data on AUM, fund holdings, portfolio manager details, and strategy characteristics.

Coordinate quality checks and proofing of all updated information to maintain data integrity.

' Liaise with internal departments to source and validate information.

Respond to quantitative and qualitative data requests from internal and external business partners.

Document, track, and report processes and tasks for transparency and compliance.

Identify and implement automation opportunities using VBA or other tools to streamline data updates.

Manage and train junior associates on the team. Identify growth areas and support team members in their development.

Mentor and train new hires, ensuring smooth onboarding and process knowledge transfer.

Manage stakeholder relationships through regular business reviews and process updates.

Handle complex ad-hoc requests such as PM changes, mergers, benchmark updates, and comparative analysis.

Required Knowledge & Experience

8-13 Years of experience in RFP or Consultant Database.

Education: o MBA/MS in Finance or CFA certification preferred.

B.Tech/BE in Computer Science or related field is an added advantage.

Technical Skills:

o Strong knowledge of Asset and Wealth Management industry and capital markets.

o Familiarity with consultant databases (Evestment, Mercer, Morningstar, GIMD, Alpha).

o Proficiency in Excel; VBA/macros experience is a plus. Exposure to CRM and workflow tools (Salesforce, Qvidian, OMNI).

Preferred Skills: o Quick learner with strong attention to detail. o Knowledge of equity and fixed income markets.

Excellent verbal and written communication skills. Core Competencies

Analytical and problem-solving ability.

Time management and multitasking under tight deadlines.

Ability to work collaboratively across global teams.

Leadership and stakeholder engagement.