Investment Analyst, Multi-Sector - Hybrid, Farmington, CT

Symetra • Farmington, CT

6d • Hybrid

About The Position

This role will support the continued growth of Symetra Investment Management's (SIM) investment portfolio working closely with the investment team to oversee the day-to-day management of the affiliated general account portfolios along with maintaining/improving the platform of investing tools to analyze portfolio strategies. This is a hybrid work role based in Farmington Connecticut. Symetra Investment Management (“SIM”) is a SEC-registered investment advisory firm with approximately $78 billion in assets under management as of March 31, 2025. Symetra Financial Corporation (“SFC”), a diversified financial services company with $68.4 billion in assets as of December 31, 2024, 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, 2024) and has approximately 2.3 million customers and over 2,600 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 $319 billion of assets as of March 31, 2024. SIM currently has recently begun marketing its investment management services to third-party institutional investors.

Requirements

• B.S. degree in economics, finance, mathematics or other suitable field with appropriate quantitative skills/background.
• 2-5 years of relevant experience in a multi-sector investment analyst role, preferably within the insurance or asset management industry.
• Strong interest and experience in financial markets, 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.
• High school diploma or GED required.

Nice To Haves

• 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.
• 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.
• Keep apprised of emerging industry trends and themes in insurance asset management and perform ad-hoc research projects, in pursuit of portfolio enhancement, as needed.
• Work with internal reporting professionals to develop and enhance reporting relating to portfolio positioning and performance.

Benefits

• 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 community contributions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED