Associate, Portfolio Analysis - Pomona at Voya Financial · New York…

Associate, Portfolio Analysis - Pomona Location: New York, NY 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 Founded in 1994, Pomona Capital is a global private equity sponsor investing through secondary and primary fund-of-funds strategies. With over $20 billion raised since inception, the firm presently invests through institutional secondary funds on behalf of over 300 institutional limited partners, separately managed accounts, and a registered investment fund for accredited investors seeking quarterly liquidity and simplified 1099 tax reporting. The firm’s 55 professionals operate from offices in New York, London and Hong Kong. For more information on the firm, see our website. At present, Pomona’s New York team typically works in the office from Monday – Thursday, and remotely on Friday. Job Description Summary In support of its growth, Pomona recently established a New York-based Portfolio Insights team that is responsiblefordataintegrity andreconciliation, internalandexternalreporting, cashandNAVprojections, and the development of Pomona’s data lakehouse project and automation initiative, including process improvement and AI applications. The Associate will participate in these responsibilities and will report to the Senior Vice President. Further details are outlined below. Reporting & Data Management Prepare and maintain recurring internal reports and dashboards related to portfolio performance, exposure, pacing, and liquidity. Support quarterly and ad hoc investor reporting packages, including IRR, TVPI, DPI, and cash flow summaries. Aggregate and reconcile capital account data across fund investments, GP-led deals, and structured transactions. Assist in the preparation of fund-level performance tracking and benchmarking materials. Operational Support & Cross-Functional Coordination Work closely with investment, IR, and technology teams to ensure alignment on portfolio data, fund metrics, and investor deliverables. Participate in systems integration, data warehousing, and digital transformation initiatives. Automation & Process Enhancement Design and implement automated solutions to reduce manual processes in reporting, reconciliation, and data validation. Collaborate with internal teams to migrate data into centralized platforms and enhance data accessibility (e.g., Power BI dashboards). Maintain and enhance workflows that connect data sources such as Investran, eFront, and fund admin reports. Build dynamic Excel models and reporting templates using VBA, Power Query, and/or Python. Qualifications 3-5 years of experience in fund accounting, reporting, fund administration, or alternative asset operations. Advanced Excel skills, including Power Query, pivot tables, and complex formula design. Preferred hands-on experience or demonstrated interest in automating reporting processes using Power BI, VBA, Python, or SQL. Strong understanding of accounting, performance reporting, and private equity fund mechanics. Detail-oriented with a strong ownership mindset and ability to manage multiple tasks. Demonstrated ability to work both independently and collaboratively within a team environment. Excellent analytical and problem-solving skills with significant attention to detail. 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. $115,000 to $140,000 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 Learn more about Voya benefits (download PDF) 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. Learn more aboutCritical Skills 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 referenceresources for applicants with disabilities. Misuse of Voya's name in fraud schemes