Investment Reporting Analyst: Data & Valuation Support

Symetra; Farmington (CT); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Flexible full-time or hybrid telecomm?

401(k) with company match up to 6%

Paid time away including vacation and

Company matching gifts

Job summary

Symetra is seeking an Investment Reporting Analyst to support investment close and reporting cycles, translating financial data into clear insights for stakeholders. You will work with senior analysts, gain exposure to valuation workflows, and learn BI tools to enhance reporting efficiency.

This remote role with occasional Farmington, CT travel offers mentorship, training, and opportunities to grow in investment analytics and portfolio reporting within a collaborative team.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Statistics, MIS, Data Science or CS.
• 0-3 years of relevant experience (internships, academic projects, or coursework welcome).
• Exposure to investment concepts, financial reporting, or data analysis.
• Prior experience in reporting, alternative investments and/or investment valuation is helpful, but not required.
• Bonus skills / willingness to learn: SimCorp Dimension, Clearwater, PowerBI, SQL, stored procedures, relational databases, and data warehousing.

Responsibilities

• Prepare recurring investment reports with guidance from senior team members, including monthly portfolio summaries and materials for internal and external stakeholders.
• Support reporting for alternative and private market assets, including gathering data, performing checks, and preparing components of recurring reporting packages.
• Assist with the valuation process, including validations, reconciliation of market and pricing data, and reviewing inputs for alternative and fixed income assets after receiving training.
• Support performance reconciliations, data collection and help maintain the accuracy of pricing and market data across investment systems.
• Contribute to enhancements of existing reports and support the development of new tools as your skills growth.
• Collaborate with internal teams in Investments, Finance, and Operations to gather information needed for reporting and analysis.
• Learn and use technology such as Excel, PowerBI, and SQL to improve reporting efficiency and reduce manual effort.
• Help maintain accurate procedural documentation for reporting and valuation workflows.

Skills

Excel

PowerBI

SQL

Data analysis

Attention to detail

Communication skills

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

SimCorp Dimension

Clearwater

Relational databases

Data warehousing

Job description

Symetra is seeking an Investment Reporting Analyst to support investment close and reporting cycles, translating financial data into clear insights for stakeholders. You will work with senior analysts, gain exposure to valuation workflows, and learn BI tools to enhance reporting efficiency.

This remote role with occasional Farmington, CT travel offers mentorship, training, and opportunities to grow in investment analytics and portfolio reporting within a collaborative team.