Assistant Director, Multi-Asset Port Management - Hybrid

Symetra • Farmington, CT

3d • Hybrid

About The Position

The Assistant Director, Multi-Sector Portfolio Management will work closely with the Insurance Portfolio Management team to assist with oversight of the day-to-day management of the affiliated general account portfolios and maintain/improve platform of investing tools to analyze portfolio strategies. The individual will influence the continued evolution of the General Account by identifying areas of opportunity beyond current capabilities, including enhancing strategic and tactical asset allocation, cash management, capital-efficiency and competitive considerations. This is an individual contributor role with no direct reports. However, close collaboration with key stakeholders at SIM and SLIC, as well as a willingness to be “hands on” in the completion of required tasks will be critical to success, and to taking advantage of SIM’s opportunistic approach and capabilities.
This is a hybrid work role based in Farmington Connecticut.

Requirements

• B.S. degree in economics, finance, mathematics or other suitable field with appropriate quantitative skills/background.
• 8-10 years of relevant experience in a multi-sector investment analyst role, preferably within the insurance or asset management industry.
• Experience in financial markets and insurance asset management, preferably across fixed income markets (public and private)
• Proficiency in Microsoft Suite and in Python/SQL or other coding languages.
• The ability to work cooperatively and collegially within a small team environment and communicate ideas effectively.
• A “get it done” work ethic that supports the completion of tasks within specified time constraints, and the ability to adjust to shifting priorities as business conditions warrant, understanding that the work requirements of the position will sometimes embed inflexible deadlines.
• Excellent written and verbal communication skills.

Nice To Haves

• Understanding of the insurance company environment including knowledge of the capital framework for US- and Bermuda-domiciled insurance carriers is preferred but not required.
• Progression towards CFA or MBA preferred.

Responsibilities

• Oversee the day-to-day management of the affiliated general account and unaffiliated client portfolios and maintain/improve platform of investing tools, making contributions to higher-level strategic decision-making all the way to hands-on tasks such as executing trades. Work with cross-functional teams in SIM and SLIC to optimize portfolio and accomplish client objectives within constraints.
• Continuously evaluate and enhance investment processes to improve efficiency, accuracy, and overall performance. Implement best practices and innovative solutions to streamline workflows and optimize investment decision-making to develop asset strategies to support current suite of insurance products.
• Keep apprised of emerging industry trends and themes in insurance asset management and perform ad-hoc research projects, to expand market insights and advocate for investment recommendations to advance overall portfolio construction.
• Work with internal reporting professionals to develop and enhance reporting relating to portfolio positioning and performance. Support preparation and delivery of periodic reports to senior management.

Benefits

• Hybrid arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees