What are the responsibilities and job description for the 2026 Investment Operations Analyst Summer Intern position at Symetra?
Symetra Investment Management has a great opportunity to join our team as an Investment Operations Analyst Intern!
About the Internship:
The Investment Operations Analyst will provide overall day-to-day investment operations support to the Company’s Investment Portfolio Managers, traders and Finance department. The primary responsibilities of this position include the back and middle office functions of investment operations.
At Symetra, we share a deep commitment in bringing value to underserved communities and people and helping them take steps toward financial freedom. Our interns work on real, meaningful projects that contribute toward our goal, and are an important part of our Symetra community.
Symetra's Internship Program for Summer 2026 is entirely remote with the option to work hybrid. The internship duration is 12 weeks.
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.
Potential Responsibilities:
- Working on projects that improve investment processes
- Helping to ensure investment data is of excellent quality by assisting with data analysis and reconciliations
- Creating reports in Excel that communicate investment positions or transactions to internal customers
- Learning about the investment infrastructure at a registered investment advisor and how investing for insurance companies works
- Shadowing team members to understand the various roles and responsibilities in Investment Operations
Qualifications:
Requirements:
- Pursuing a degree in Finance, Economics, Accounting, or related field
- Interest in Investment Management, Operations/Reporting and Financial Accounting
- Continuously exhibit a high level of motivation and initiative
- Willingness to learn
- Strong analytical, problem-solving and communication skills
- Experience with Excel required
- Excellent project management skills
What we offer you
Fully remote internship - we ship you the equipment you need to enjoy work from the comfort of home.
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.
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
Please review Symetra's Remote Network Minimum Requirements:
- Minimum Internet Speed: 100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."
- Internet Type: Fiber, Cable (e.g., Comcast, Spectrum), or DSL.
- Not Permissible: Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.
