Investment Operations Analyst

Symetra•,

79d•$90,000 - $110,000•Remote

About The Position

The Investment Operations Analyst provides day-to-day derivatives operations support to the Company’s investment portfolio managers, traders, investment reporting, risk, and compliance teams. The role supports middle- and back-office functions of the derivatives portfolio, focusing on trade lifecycle management, including confirmations and affirmations, collateral and margin management, settlements, and reconciliations. This is a remote role with required travel to the Farmington, Connecticut office for in-person events a few times per year. Occasional nights and weekends are required.

Requirements

Bachelor’s degree or equivalent work experience; a high school diploma is required.
2–5 years of cumulative, relevant experience.
Excellent written and verbal communication skills.
Attention to detail and an analytical orientation.
Ability to multitask and work independently and in a team environment.
High motivation, initiative, and results focus.
Flexibility to assist with coverage of other team members.
Strong technology focus and interest and ability to use technology to automate repetitive tasks.
Experience with Bloomberg or another trade order management system.
Experience with Simcorp Dimension or another investment accounting system.
Good Excel skills.
Previous experience working with investments, including fixed income, alternative assets, loans, and/or derivatives.
PowerBI or a similar reporting application.
Occasional nights and weekends are required.
Currently authorized to work in the United States at hire and able to maintain U.S. work authorization throughout employment; employer work visa sponsorship and support are not provided.
For remote work, internet service must provide at least 100 Mbps download and 20 Mbps upload and use fiber, cable, or DSL. Satellite, cellular broadband, other wireless technology, and wired dial-up are not permitted.
Must test internet speed and confirm the connection meets Symetra’s standard.
Candidates must participate on video for all interviews after the initial phone screen and comply with identity-verification procedures.

Responsibilities

Support the derivative trade lifecycle, including trade capture, allocations, settlements, and lifecycle events.
Manage the derivative confirmations process, ensuring trades are accurately confirmed, affirmed, and processed within required timelines.
Coordinate derivative settlements, including pre-settlement confirmation, wire booking, and post-settlement monitoring.
Oversee collateral and margin activities, including margin calls, collateral movements, substitutions, returns, reclaims, and dispute resolution.
Perform reconciliations and resolve exceptions across internal systems, custodians, counterparties, and accounting records, including breaks related to trades, positions, cash, collateral, and margin.
Collaborate with portfolio managers, traders, counterparties, brokers, custodians, accounting, risk, compliance, and technology teams.
Support derivatives reporting, audits, and documentation, ensuring accurate and timely information is provided to internal and external stakeholders.
Respond to derivatives-related client inquiries and ensure investment information is communicated accurately and on time.
Participate in special projects and process improvement initiatives, including automation, control enhancements, reporting, audit requests, and other ad hoc operational activities.
Review policies and processes and recommend improvements and automation.
Provide coverage for other team members as needed.