Automation-minded Investment Operations Analyst Hybrid/Remote

Symetra; Bellevue (WA); Hybrid; USD 89,000 - 102,000; Full time

Benefits offered by this job

401(k) match

Flexible hybrid

Paid time off and holidays

Community matching

Job summary

Symetra is seeking an Investment Operations Analyst to support day-to-day activities for the investment portfolio, traders, reporting, and compliance teams. The role covers back and middle-office functions, ensuring accurate data, timely settlements, and strong client relationships.

Ideal candidates have 2+ years in investments, Bloomberg/SimCorp experience, and a proactive approach to automation and process improvement. Hybrid work and competitive compensation are offered.

Qualifications

• Bachelor's degree in Finance, Accounting or equivalent work experience.
• Minimum of 2+ years in Investments or Finance related field.
• Ability to multi-task and to work both independently and in a team environment.
• Strong technology focus and have interest and ability to use technology to automate repetitive tasks.
• Bloomberg or other trade order management system experience, highly preferred.
• Experience using Simcorp Dimension or other investment accounting system experience.
• Investments knowledge including fixed income.
• Excellent written and verbal communication skills with demonstrated attention to detail while being analytically oriented.

Responsibilities

• Process investment transactions and enter trades in the trade order management system and/or investment book of record to ensure timely settlement.
• Perform reconciliations across OMS, IOR, custodian and accounting systems and resolve issues.
• Handle secondary events such as corporate actions, paydowns, capital calls and derivative collateral management.
• Maintain strong client relations and provide timely, accurate information to institutional clients.
• Review policies and processes and provide recommendations for improvement and automation.
• Support audits and ad hoc reporting; provide backups for other strategies when needed.

Skills

Analytical skills

Communication

Tech-savvy

Automation

Education

Bachelor's degree in Finance/Accounting

Tools

Bloomberg

Simcorp Dimension

Investment accounting system

Job description

Symetra is seeking an Investment Operations Analyst to support day-to-day activities for the investment portfolio, traders, reporting, and compliance teams. The role covers back and middle-office functions, ensuring accurate data, timely settlements, and strong client relationships.

Ideal candidates have 2+ years in investments, Bloomberg/SimCorp experience, and a proactive approach to automation and process improvement. Hybrid work and competitive compensation are offered.