Sr. Investment Operations Analyst

Symetra has an exciting opportunity to join our team as a Sr. Investment Operations Analyst! About the Role The Senior 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. Company Overview Symetra Investment Management (“SIM”) is a SEC-registered investment advisory firm with approximately $93.8 billion in assets under management as of June 30, 2026. Symetra Financial Corporation, a diversified financial services company with $77.9 billion in assets as of December 31, 2025, headquartered in Bellevue, Washington. Symetra Financial Corp. is the holding company of Symetra Life Insurance Company, which was founded in 1957. Symetra Life 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. Corporate Parent Company : 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 ¥ 51.6 trillion ($322.6 billion) of assets (March 31, 2026). What you will do Ensuring data quality in trade order management system and downstream systems is of excellent quality by providing oversight and review to trade entry and reconciliation processes Responsible for preparing various reports, including trade activity summary in support of monthly Investment Committee package; alternative asset transactions; daily asset allocation and end of day trade file notifications; daily extended cash forecast; and ad hoc corporate action reporting Taking action to ensure the timely settlement of non-standard securities transactions, including physical settlement of private placements, free receive and delivers vs. cash wires for bank loans and security payment orders (SPO’s) for factor updates. Also, having oversight over all trade settlements, including electronic (Deliver vs. Payment and Receive vs. Payment) Working to ensure all voluntary corporate actions have had elections made timely, either by internal or external managers, and verifying that all elections have been provided to custodian on or before expiration date of corporate action. Monitoring to ensure corporate action was processed properly by custodian and reflected in trade order management system. Participate in special projects, support internal/external audit requests, support Investment Accounting team with identifying unapplied wires and open payables/receives, process asset transfers and other ad hoc requests. Act as back-up for Derivatives Operations and Investment Operations. 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: $99,700 – $134,800 plus eligibility for annual bonus program Who you are Bachelor's degree or equivalent work experience. 5 - 8 years of cumulative, relevant experience. Excellent written and verbal communication skills. Demonstrates attention to detail while being analytically oriented. Ability to multi-task and to work both independently and in a team environment. Continuously exhibit a high level of motivation and initiative. Results focused. Occasional nights and weekends will be required. Ideal candidate must have versatility and flexibility to assist with coverage of other team members. Candidate is expected to look at policies and processes and provide recommendations for improvement and automation. Candidate must have a strong technology focus and have interest and ability to use technology to automate repetitive tasks. Bloomberg or other trade order management system experience. Simcorp Dimension or other investment accounting system experience. Good Excel skills. Previous experience working with investments including fixed income, alternative assets, loans and/or derivatives. PowerBI or similar reporting application. This is a remote role with required travel to the Farmington, CT 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 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: 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. 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: Disqualification from the recruitment process Withdrawal of a job offer Termination of employment and other criminal and/or civil remedies, if fraud is discovered