Investment Operations Analyst

Symetra Financial Corporation; Farmington, Northern (CT, KY); Hybrid; USD 90,000 - 122,000; Full time

Benefits offered by this job

401(k) with company matching up to 6%

Self-Managed Time Away and paidholydys

Company matching to give back to the社区

Job summary

Symetra Financial Corporation is seeking an Investment Operations Analyst to support day-to-day derivatives operations for portfolio managers, traders, and risk teams. The role focuses on trade lifecycle management, confirmations, collateral, settlements, and reconciliations.

This remote position requires periodic travel to Farmington, CT for in-person events. Ideal candidates have 2–5 years of relevant experience and strong Excel/PowerBI skills.

Qualifications

• Bachelor's degree or equivalent work experience.
• 2-5 years of cumulative, relevant experience.
• Bloomberg or other trade order management system experience; Simcorp Dimension or similar investment accounting system experience.
• Strong Excel skills and PowerBI or similar reporting experience.

Responsibilities

• Support the derivative trade lifecycle: capture, allocations, settlements, and lifecycle events.
• Manage derivative confirmations: confirm, affirm, and process within timelines.
• Coordinate settlements: pre-settlement confirmations, wire booking, post-settlement monitoring.
• Oversee collateral and margin activities, including margin calls and movements.
• Perform reconciliations across systems, custodians, and accounting records; resolve breaks.
• Collaborate with portfolio managers, traders, brokers, custodians, risk and tech teams.
• Support derivatives reporting, audits, and documentation; respond to inquiries.

Skills

Attention to detail

Multitasking

Excellent communication

Automation mindset

Team collaboration

Education

Bachelor's degree or equivalent work experience

Tools

Bloomberg

Simcorp Dimension

Excel

PowerBI

Job description

Symetra has an exciting opportunity to join our team as an Investment Operations Analyst!

About the Role

The Investment Operations Analyst will provide day-to-day derivatives operations support to the Company's investment portfolio managers, traders, investment reporting, risk, and compliance teams. The position will support the middle- and back-office functions of the derivatives portfolio, with a focus on trade lifecycle management, including confirmations and affirmations, collateral and margin management, settlements, and reconciliations.

This is a remote role with required travel to the Farmington, CT office for in-person events a few times per year.

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

• Support the derivative trade lifecycle, including trade capture, allocations, settlements, and lifecycle events.
• Manage the derivative confirmations process, ensuring trades are accurately confirmed, affirmed, and processed within required timelines.
• Coordinate the derivative settlement process, including pre-settlement confirmation, wire booking, and post-settlement monitoring.
• Provide oversight of collateral and margin activities, including margin calls, collateral movements, substitutions, returns, reclaims, and dispute resolution.
• Perform reconciliations and resolve exceptions across internal systems, custodians, counterparties, and accounting records, including breaks related to trades, positions, cash, collateral, and margin.
• Collaborate with internal and external stakeholders, including portfolio managers, traders, counterparties, brokers, custodians, accounting, risk, compliance, and technology teams.
• Support derivatives reporting, audits, and documentation, ensuring accurate and timely information is provided to internal and external stakeholders.
• Provide client support by responding to derivatives-related inquiries and ensuring investment information is communicated accurately and timely.
• Participate in special projects and process improvement initiatives, including automation, control enhancements, reporting, audit requests, and other ad hoc operational activities.

What we offer you

• 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

Compensation

Salary Range: Min $90,000 - Max $122,000 plus eligibility for annual bonus program.

Who you are

• Bachelor's degree or equivalent work experience.
• 2-5 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.
• High school diploma required.

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:

• 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

• Disqualification from the recruitment process
• Withdrawal of a job offer
• Termination of employment and other criminal and/or civil remedies, if fraud is discovered