Job Description
Symetra has an exciting opportunity to join our team as a Sr. Investment Fund Analyst!
About the Role
The Senior Investment Fund Analyst will focus on a variety of activities related to Fund Administration, including investor and portfolio management reporting, investor communication, accounting, performance, attribution, and compliance.
This is a remote role with required travel to the Farmington, CT office for in-person events a few times per year.
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
- Investment Analysis and Reporting: Gather and analyze investment data to prepare reports on the fund’s investment portfolio. Work with the investors, accounting provider and various internal teams to produce accurate, timely and meaningful investment reports. This includes overseeing an annual audit and creation of audited financial statements.
Investor Relations: Communicate with investors; receive and process redemption and subscription orders; acknowledge and report on transaction activity; track investor units, transactions and P&L
- Fund Accounting: Oversee external Investment Accounting Service team. Review journal entries and NAV calculations; account for fund expenses; distribute income to investors
- Investment Compliance: Monitor compliance with fund term sheet, including investment guidelines. Assist with monitoring Investment department adherence to policies and procedures.
- Investment Operations Support: Assist the Investment Operations Team in all areas including reconciliations, trade entry, matching and settlement, daily deliverables, and policy and procedure documentation.
- Special Projects: Participate in project teams as relevant. Strive to improve efficiency and reliability of cash and investment records, disclosures and reports. Work to improve and streamline investment infrastructure and processes.
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.
- Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
- Self-Managed Time Away along with paid holidays
- Give back to your community and double your impact through our company matching
- Want more details? Check out Symetra Benefits Overview
Compensation
Salary Range: Min $109,000 – Max $148,000 plus eligibility for annual bonus program.
Qualifications
Who you are
- Bachelor's degree or equivalent work experience.
- 8+ years of experience in Investment Operations/Fund Administration
- 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.
- 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.
- Strong Excel skills required; experience with Python and other data analytics or programming tools is a plus.
- Previous experience with Fund Accounting for Unit Trusts
- PowerBI or similar reporting application.
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.
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
