Summer Student - Institutional Distribution
Core
Summer student supporting Institutional Distribution teams (Sales, Business Management, RFP) by maintaining CRM data, researching clients, and preparing sales materials.
Role type
Summer Student (Institutional Distribution Support)
Builds
Sales data accuracy, client research reports, and sales preparation materials for Voya Investment Management.
Domain
Financial Services / Asset Management
Deliverable
product features
Required skills
CRM data management, client research, financial statement analysis, Microsoft Office (Excel, Word, PowerPoint), Salesforce familiarity
Preferred skills
Investment management interest, CRM platform experience
Responsibilities
Update Salesforce CRM contact info and biographies, tag contacts by role and focus area, research client consulting relationships, analyze prospective client financial statements, compile materials for client meetings, assist in creating client segmentation processes.
Seniority
Student / Intern