What are the responsibilities and job description for the Investment Reporting Analyst position at Symetra?
Symetra has an exciting opportunity to join our team as an Investment Reporting Analyst within our Investment Reporting Team!
About the role
As an Investment Reporting Analyst, you will support Symetra Investment Management Co.’s (“SIM”) investment close and reporting cycles. You’ll work closely with senior analysts to prepare investment reports, assist in valuation and performance procedures, and learn how to translate financial data into clear, meaningful insights for internal and external stakeholders.
This role is designed for an early-career professional interested in investment reporting, portfolio analytics, BI tools, performance measurement and data-driven analysis. You will receive training and mentorship to build both technical and analytical capabilities. Over time, you’ll gain experience with valuation workflows, alternative investments, and business intelligence tools that support SIM’s expanding reporting needs.
At certain times—such as quarter-end—additional hours may be required. Overall, SIM offers strong work-life balance and a collaborative, flexible environment.
Company Overview
Symetra Investment Management (“SIM”) is a SEC-registered investment advisory firm with approximately $94 billion in assets under management as of June 30, 2026. Symetra Financial Corporation (“SFC”), a diversified financial services company with $77.9 billion in assets as of December 31, 2025, 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, 2025) and has approximately 5.5 million customers and over 3,200 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 $323 billion of assets as of March 31, 2026. SIM has recently begun marketing its investment management services to third-party institutional investors.
Your 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 performance reconciliations, 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 growth.
- 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.
Qualifications:
Your education and experience
- Bachelor’s degree in Finance, Accounting, Economics, Statistics, Management Information Systems, Data Science or Computer Science
- 0–3 years of relevant experience (internships, academic projects, or coursework welcome).
- Exposure to investment concepts, financial reporting, or data analysis
- Prior experience in reporting, alternative investments and/or investment valuation is helpful, but not required.
- Bonus skills / willingness to learn
- Experience using SimCorp Dimension and/or Clearwater accounting system
- Experience in PowerBI, SQL, stored procedures, relational databases, and/or data warehousing/marts
Your skills and abilities
- Strong attention to detail.
- Excellent written and verbal communication skills.
- 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. Occasionally available to work nights and weekends based on business requirements.
- 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.
What we offer you
Benefits and Perks
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
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.
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.
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.
- 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.
- Disqualification from the recruitment process
- Withdrawal of a job offer
- Termination of employment and other criminal and/or civil remedies, if fraud is discovered