Remote Investment Reporting & Analytics Analyst

symetraexternal; Town of Farmington (WI); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Flexible work arrangements

401(k) plan with company match up to 6

Paid time off & holidays

Job summary

Symetra Investment Management (SIM) is seeking an Investment Reporting Analyst to support investment close and reporting cycles, collaborating with senior analysts to prepare investment reports, assist in valuation and performance procedures, and translate financial data into clear insights for stakeholders.

This early-career role offers training in valuation workflows, alternative investments, and BI tools, with mentorship and growth opportunities.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Statistics, MIS, Data Science or CS required.
• 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, stored procedures, relational databases, and/or data warehousing/marts.

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 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 grow.
• 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

Attention to detail

Communication

Teamwork

Education

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

Tools

SimCorp Dimension

Clearwater accounting system

Job description

Symetra Investment Management (SIM) is seeking an Investment Reporting Analyst to support investment close and reporting cycles, collaborating with senior analysts to prepare investment reports, assist in valuation and performance procedures, and translate financial data into clear insights for stakeholders.

This early-career role offers training in valuation workflows, alternative investments, and BI tools, with mentorship and growth opportunities.