Investment Analyst

Symetra is a SEC-registered investment advisory firm with approximately $78 billion in assets under management. The Investment Reporting and Valuations Analyst will support the investment close and reporting cycles, preparing investment reports and assisting in valuation procedures while gaining experience in investment management.

Responsibilities

• Prepare recurring investment reports with guidance from senior team members, including monthly portfolio summaries and materials for internal and external stakeholders
• Support reporting for alternative and private market assets, including gathering data, performing checks, and preparing components of recurring reporting packages
• Assist with the valuation process, including validations, reconciliation of market and pricing data, and reviewing inputs for alternative and fixed income assets after receiving training
• Support data collection and help maintain the accuracy of pricing and market data across investment systems
• Contribute to enhancements of existing reports and support the development of new tools as your skills grow
• Collaborate with internal teams in Investments, Finance, and Operations to gather information needed for reporting and analysis
• Learn and use technology such as Excel, PowerBI, and SQL to improve reporting efficiency and reduce manual effort
• Help maintain accurate procedural documentation for reporting and valuation workflows

Skills

• Bachelor's degree in Finance, Accounting, Economics, Statistics, Management Information Systems, Data Science or Computer Science preferred
• 0–3 years of relevant experience (internships, academic projects, or coursework welcome)
• Exposure to investment concepts, financial reporting, or data analysis
• Excellent written and verbal communication skills
• Strong attention to detail
• Self-motivated, with the desire to learn and apply new financial and data concepts
• Interest in building a career in investment reporting, analytics, or portfolio support
• Great teammate who can work both independently and in a team environment; cross-train and cover for colleagues; be a culture carrier
• Able to prioritize and meet deadlines, recognizing when assistance or resources are needed and escalate as necessary
• Strong Excel and data management skills with interest in expanding technical capabilities over time
• This is a remote role with required travel to the Farmington, CT office for in-person events a few times per year
• Prior experience in reporting, alternative investments and/or investment valuation is helpful, but not required
• Experience using SimCorp Dimension and/or Clearwater accounting system
• Experience in PowerBI, SQL, stored procedures, relational databases, and/or data warehousing/marts

Benefits

• Flexible full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching

Company Overview