Operations research analyst serp_jobs.h1.location_city

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

About the Role

The Investment Operations Analyst will provide overall day-to-day investment operations support to the Company's investment portfolio managers, traders, investment reporting and compliance teams. The primary responsibilities of this position include the back and middle office functions of investment operations. Investments may include securities (primarily bonds), derivatives, alternative assets and loans.

Company Overview

Symetra Investment Management ("SIM") is a SEC-registered investment advisory firm with approximately $78 billion in assets under management as of March 31, 2025.Symetra Financial Corporation ("SFC"), a diversified financial services company with $68.4 billion in assets as of December 31, 2024, headquartered in Bellevue, Washington is the sole shareholder of SIM. SFC is also 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, 2024) and has approximately 2.3 million customers and over 2,600 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, 2024.SIM currently has recently begun marketing its investment management services to third-party institutional investors.

What you will do

• Processing investment transactions. This may include entry of trades into Symetra's trade order management system and / or investment book of record. This may also include sending portfolio allocations to brokers, confirmation / affirmation process and being responsible for ensuring that trades settle timely.
• Ensuring the accuracy of data by performing reconciliations between the order management system, custodian, accounting agent and others. Work with appropriate parties to resolve identified issues.
• Processing of secondary events in trade order management system and / or investment book of record. These may include, but are not limited to, corporate actions, paydowns on private placement securities and bank loans, and capital calls / distributions on private equity and private debt funds. These may also include responsibilities associated with derivative collateral management.
• Client relations. As a Registered Investment Advisor, SIM invests on behalf of institutional clients who need information about their investments. Providing them information timely and accurately, and maintaining good relationships with clients.
• Participating in special projects, supporting internal / external audit requests and other ad hoc requests including light reporting responsibilities.

Why work at Symetra

"I feel welcome and included at Symetra every day and I really believe you can be you at Symetra." - Megan H., Deputy Chief Compliance Officer

"I chose Symetra because I heard it was a pro-employee company-and it's absolutely true. The work environment is supportive, the people are great, and the benefits are generous. Symetra truly cares about its employees. The relaxed atmosphere and opportunities to learn and grow-both within your role and beyond-make it a great place to build your career." - Alicia L., Claims Examiner

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.

Compensation

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

Who you are

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 perspective, 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.

Please review Symetra's Remote Network Minimum Requirements :

As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection :

When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above.

Identity Verification

Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity.

Failure to comply with verification procedures may result in :

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