Investment Reporting Analyst

Symetra has an exciting opportunity to join our team as an Investment Reporting Analyst within our Investment Reporting Team!

As an Investment Reporting Analyst, you will support Symetra Investment Management Co.’s (“SIM”) investment close and reporting cycles. You’ll work closely with senior analysts to prepare investment reports, assist in valuation and performance procedures, and learn how to translate financial data into clear, meaningful insights for internal and external stakeholders.

This role is designed for an early-career professional interested in investment reporting, portfolio analytics, BI tools, performance measurement and data-driven analysis. You will receive training and mentorship to build both technical and analytical capabilities. Over time, you’ll gain experience with valuation workflows, alternative investments, and business intelligence tools that support SIM’s expanding reporting needs.

At certain times—such as quarter-end—additional hours may be required. Overall, SIM offers strong work-life balance and a collaborative, flexible environment.

Symetra Investment Management (“SIM”) is a SEC-registered investment advisory firm with approximately $94 billion in assets under management as of June 30, 2026. Symetra Financial Corporation (“SFC”), a diversified financial services company with $77.9 billion in assets as of December 31, 2025, headquartered in Bellevue, Washington is the sole shareholder of SIM. SFC is also the holding company of Symetra Life Insurance Company (“Symetra Life”), which was founded in 1957, and 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. SFC is a wholly owned subsidiary of 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 $323 billion of assets as of March 31, 2026. SIM has recently begun marketing its investment management services to third-party institutional investors.

• →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.

• Bachelor’s degree in Finance, Accounting, Economics, Statistics, Management Information Systems, 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
• Experience using SimCorp Dimension and/or Clearwater accounting system
• Experience in PowerBI, SQL, stored procedures, relational databases, and/or data warehousing/marts

• Strong attention to detail.
• Excellent written and verbal communication skills.
• Self-motivated, with the desire to learn and apply new financial and data concepts.
• Interest in building a career in investment reporting, analytics, or portfolio support.
• Great teammate who can work both independently and in a team environment; cross-train and cover for colleagues; be a culture carrier.
• Able to prioritize and meet deadlines, recognizing when assistance or resources are needed and escalate as necessary. Occasionally available to work nights and weekends based on business requirements.
• Strong Excel and data management skills with interest in expanding technical capabilities over time.
• This is a remote role with required travel to the Farmington, CT office for in-person events a few times per year.