Investment Performance and Reporting Analyst - Remote

Symetra has an exciting opportunity to join our team as an Investment Reporting Analyst!

About The Role

As the Investment Reporting Analyst, you are a key participant in the Symetra Investment Management Co.’s (“SIM”) investment close and reporting cycle. You’ll be an impactful member of our investment reporting team responsible for transforming large amounts of investment data and other information into presentations and tools that tell the story of our clients’ portfolios. You will complete internal and external reporting, analyze company results for both internal and external parties, provide support to the investment front office and performance measurement manager, work with marketing and legal to support external reporting and future clients, and contribute to projects within the investment reporting department as needed.

Company Overview

Symetra Investment Management (“SIM”) is a SEC-registered investment advisory firm with approximately $75 billion in assets under management as of December 31, 2023. Symetra Financial Corporation (“SFC”), a diversified financial services company with $59 billion in assets as of December 31, 2022, headquartered in Bellevue, Washington is the sole shareholder of SIM. SFC is the holding company of Symetra Life Insurance Company (“Symetra Life”), which was founded in 1957, and has insurer financial strength ratings of ‘A’ by A.M. Best and Standard & Poor’s and ‘A1’ by Moody’s. Symetra Life is among the top 40 largest life insurance companies in the United States (based on statutory admitted assets as of December 31, 2022) and has approximately 1.7 million customers and over 2,200 employees nationwide. SFC is a wholly owned subsidiary of Sumitomo Life Insurance Company, a mutual life insurance company with head offices in Osaka and Tokyo, Japan. Founded in 1907, Sumitomo is one of the largest life insurance companies in Japan with $319 billion of assets as of March 31, 2023. SIM currently plans to enter the third-party investment management market in the short to intermediate term.

What You Will Do

• Produce recurring investment reports timely, accurately and completely, including monthly portfolio summaries, reporting for clients, front office, board of directors, and the investment committee.
• Perform month-end portfolio performance procedures such as reasonableness and completeness checks, as well as due diligence to ensure accurate portfolio valuations and returns and reports are distributed in a timely manner. Prior marketing and client reporting experience is a strong plus.
• Complete portfolio attribution reporting and help to analyze and interpret the results to understand the drivers of portfolio returns when time allows
• Support the investment performance function and help adhere to, and maintain, procedures that further GIPS®-compliant performance results. This includes managing composite memberships, generating composite presentations, and helping with the GIPS® verification audits.
• Partner with the marketing, legal and compliance teams to update/maintain external and client reporting adhering to all requirements and disclosures as needed.
• Develop new investment reports, as needed, to assess and analyze the impact of current market events and/or fulfill ad hoc requests.
• Coordinate with all levels of investment and finance management across the broader organization to gather, analyze and prepare internal and external investment financial reports.
• Translate large datasets into meaningful analysis for a wide audience.
• Support the investment month-end close and reporting cycles and complete general reporting tasks and deliverables as needed.
• Utilize technology and automation tools to enhance functionality of reports for consumers and reduce error-prone and/or time-consuming procedures.
• Partner with team members to improve processes and workflows with an emphasis on building value, transparency and sustainability.
• Maintain procedural documentation for assigned areas.
  
  

Why work at Symetra

“If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work.” Cris H. - AVP Internal Sales, Training and Development

“Symetra is inclusive of all employees regardless of their personal differences.” Darrell J. - Actuary III

“Symetra values learning. Symetra has so many resources - whether that is the Student of the Business courses, sponsorship of professional certifications, or just individual employees being so willing to teach and answer questions.” Felicia D. - Financial Reporting Lead Senior Analyst

What We Offer You

We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

• 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
• Want more details? Check out our Symetra Benefits Overview
  
  

Compensation

Salary Range: $77,600 – $129,400 plus eligibility for annual bonus programs

Who You Are

• Bachelor’s degree in Finance, Accounting, Economics, Statistics, Management Information Systems, Data Science or Computer Science.
• Minimum of 2 years of relevant work experience.
• Prior client service, GIPS®, performance and attribution experience preferred.
• Confirmed understanding of investments, including fixed income asset classes. Derivatives and alternative investments experience a plus.
• Experience working with internal teams updating requests and external reports like RFPs, DDQs, ad hoc requests a strong plus.
• CIPM certification or progress towards one is preferred.
• CFA certification or progress towards one is a plus.
• Understanding of investment accounting.
• Experience using SimCorp Dimension and/or Clearwater accounting system a plus.
• Critical attention to detail and developing analytical thinking skills.
• Strong communication skills, both written and oral.
• Self-motivated, with the desire to learn.
• 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.
• Versatility and flexibility to work extra hours as needed to assist with coverage of other team members and to support business needs.
• Advanced Excel skills including VBA and automation.
• Experience with data visualization tools such as PowerBI (including Power Query).
• Ability to query databases e.g., SQL queries.
• Ability to map operational workflows using tools such as Visio, Lucid Chart or Miro.
• Demonstrated interest and ability to use AI tools.
• Programming languages such as Python etc.
• High school diploma required.
• This is a remote role with required travel to the Farmington office for in-person events a few times per year.
  
  

We empower inclusion

At Symetra, we aspire to be the most inclusive insurance company in the country. We’re building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers.

We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts Here.

Creating a world where more people have access to financial freedom

Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we’re guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they’re buying, and we design products—and operate our company—to stand the test of time. We’re committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.

For more information about our careers visit: https://symetra.eightfold.ai/careers

Work Authorization

Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.