Hybrid Investment Operations Analyst | Flexible Growth

Symetra; United States; Hybrid; USD 89,000 - 102,000; Full time

Benefits offered by this job

Flexible work arrangements

401(k) with company match

Paid time off and holidays

Company matching

Job summary

Symetra is seeking an Investment Operations Analyst to support day-to-day investment operations for portfolio managers, traders, and compliance teams. Responsibilities include trade entry, data reconciliations, and processing of corporate actions and capital calls, with emphasis on accuracy and timely settlements.

The role offers flexible full-time or hybrid work arrangements, a pathway to growth, and opportunities to contribute to process improvements and automation within a dynamic investment

Qualifications

• Bachelor’s degree in Finance or Accounting or equivalent work experience.
• Minimum 2+ years in Investments or Finance related field.
• Strong technical focus and ability to automate repetitive tasks.

Responsibilities

• Process investment transactions in the trade order management system or investment book of record.
• Reconcile data across OMS, IOR, custodian and accounting systems; resolve issues with stakeholders.
• Handle secondary events such as corporate actions and capital calls; manage derivative collateral.
• Maintain client relations with timely and accurate information.
• Review policies and processes; propose improvements and automation.
• Support internal/external audits and ad hoc reporting; provide backups as needed.

Skills

Analytical mindset

Excellent communication

Multi-tasking

Investments knowledge, fixed income

Education

Bachelor’s degree in Finance or Accounting or equivalent

Tools

Bloomberg or trade order management system

Simcorp Dimension or investment accounting system

Job description

Symetra is seeking an Investment Operations Analyst to support day-to-day investment operations for portfolio managers, traders, and compliance teams. Responsibilities include trade entry, data reconciliations, and processing of corporate actions and capital calls, with emphasis on accuracy and timely settlements.

The role offers flexible full-time or hybrid work arrangements, a pathway to growth, and opportunities to contribute to process improvements and automation within a dynamic investment