Investment Analyst

Join Symetra as an Investment Reporting and Valuations Analyst and support the company's investment close and reporting cycles. This role is designed for early-career professionals interested in investment reporting, portfolio analytics, and data-driven analysis.

Requirements

• Prepare recurring investment reports with guidance from senior team members
• Support reporting for alternative and private market assets
• Assist with the valuation process, including validations and reconciliations
• Support 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
• Collaborate with internal teams in Investments, Finance, and Operations
• Learn and use technology such as Excel, PowerBI, and SQL to improve reporting efficiency

Benefits

• Flexible full-time or hybrid telecommuting arrangements
• 401(k) plan with immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Company matching for charitable giving