Investment Reporting Analyst

Symetra • Farmington, CT

11d • Remote

About The Position

Symetra has an exciting opportunity to join our team as an Investment Reporting Analyst within our Investment Reporting Team! About the role: 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.

Requirements

• 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
• 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.
• Strong Excel and data management skills with interest in expanding technical capabilities over time.
• Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."
• Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL.
• Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.

Nice To Haves

• Prior experience in reporting, alternative investments and/or investment valuation is helpful, but not required.
• Experience using SimCorp Dimension and/or Clearwater accounting system
• Experience in PowerBI, SQL, stored procedures, relational databases, and/or data warehousing/marts

Responsibilities

• 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.

Benefits

• Flexible full-time or hybrid telecommuting arrangements
• 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
• Company matching for community contributions

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level