Insurance Portfolio Investment Analyst

Symetra; Bellevue (WA); Hybrid; USD 110,000 - 148,000; Full time

Benefits offered by this job

Hybrid telecommuting

401(k) with company match

Paid time off

Company matching

Benefits overview

Job summary

Symetra is seeking an Investment Analyst in Bellevue to support SIM’s insurance portfolio management and work with the investment team to oversee daily portfolio activity while enhancing analytics tools. The role emphasizes improving processes, keeping current with industry trends in insurance asset management, and collaborating with reporting to highlight portfolio positioning and performance.

Qualifications include a bachelor’s degree in economics/finance/mathematics, 2–5 years in investment

Qualifications

• B.S. degree in economics, finance, mathematics or other suitable field.
• 2–5 years of relevant experience in a multi-sector investment analyst role, preferably within the insurance or asset management industry.
• Strong interest and experience in financial markets, preferably across fixed income markets (public and private).
• Proficiency in Microsoft Suite and in Python/SQL or other coding languages.
• The ability to work cooperatively and collegially within a small team environment and communicate ideas effectively.
• A "get it done" work ethic and ability to meet deadlines amid shifting priorities.

Responsibilities

• Oversee the day-to-day management of the affiliated general account and unaffiliated client portfolios and maintain/improve platform of investing tools.
• Continuously evaluate and enhance investment processes to improve efficiency, accuracy, and overall performance; implement best practices.
• Keep apprised of emerging industry trends and perform ad-hoc research projects to enhance portfolio.
• Work with internal reporting professionals to develop and enhance reporting relating to portfolio positioning and performance.

Skills

Microsoft Suite

Python/SQL

Communication skills

Team collaboration

Education

Bachelor's degree in economics/finance/mathematics

CFA or MBA progress preferred

Tools

Python/SQL

Job description

Symetra is seeking an Investment Analyst in Bellevue to support SIM’s insurance portfolio management and work with the investment team to oversee daily portfolio activity while enhancing analytics tools. The role emphasizes improving processes, keeping current with industry trends in insurance asset management, and collaborating with reporting to highlight portfolio positioning and performance.

Qualifications include a bachelor’s degree in economics/finance/mathematics, 2–5 years in investment