Remote Investment Reporting Analyst

Symetra; United States; On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Flexible work arrangements

401(k) match

Paid time off

Company matching

Job summary

Symetra Investment Management is seeking an Investment Reporting Analyst to support monthly reporting, valuation workflows and data-driven analysis. You will learn to translate financial data into clear insights for internal and external stakeholders.

The role targets early-career professionals and offers training in valuation, alternative investments, and BI tools like Excel, PowerBI, and SQL. Occasional extended hours may be required during quarter-end, with a collaborative, flexible work

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Statistics, MIS, Data Science or Computer Science.
• 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 and/or Clearwater, PowerBI, SQL.

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

Attention to detail

Excel

PowerBI

SQL

Communication

Education

Bachelor’s degree in Finance, Accounting, Economics, Statistics, MIS, Data Science or CS

Tools

SimCorp Dimension

Clearwater accounting system

PowerBI

SQL

Relational databases

Data warehousing/marts

Job description

Symetra Investment Management is seeking an Investment Reporting Analyst to support monthly reporting, valuation workflows and data-driven analysis. You will learn to translate financial data into clear insights for internal and external stakeholders.

The role targets early-career professionals and offers training in valuation, alternative investments, and BI tools like Excel, PowerBI, and SQL. Occasional extended hours may be required during quarter-end, with a collaborative, flexible work