Sr. Investment Operations Analyst - Bank Loans

Symetra•,

4d•$99,000 - $130,000•Remote

About The Position

The Senior Investment Operations Analyst provides day-to-day bank loan operations support to investment portfolio managers, traders, investment reporting, risk, and compliance teams. The role primarily focuses on developing governance frameworks, compliance monitoring, and operational controls for the bank loan portfolio, ensuring adherence to regulatory requirements, credit agreement terms, and internal policies. This is a remote role with required travel to the Farmington, Connecticut office for in-person events a few times per year. The position works with the Syndicated Bank Loan Operations Manager and internal and external stakeholders to strengthen the bank loan portfolio’s governance and control environment. Responsibilities include monitoring compliance and exceptions, resolving operational breaks, supporting governance reporting and audits, and contributing to process improvements and automation. The role requires a bachelor's degree or equivalent work experience and at least five years of cumulative relevant experience. Applicants must be authorized to work in the United States; employer visa sponsorship and support are not provided. Remote employees must have internet service meeting Symetra’s stated minimum requirements.

Requirements

Bachelor's degree or equivalent work experience.
At least 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.
Versatility and 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 Allvue or another trade order management system.
Experience with Simcorp Dimension or another investment accounting system.
Good Excel skills.
High school diploma required.
Currently authorized to work in the United States at hire and able to maintain work authorization throughout employment.
For remote work, internet connection must provide at least 100 Mbps download and 20 Mbps upload through fiber, cable, or DSL; satellite, cellular broadband, other wireless technology, and wired dial-up are not permitted.

Nice To Haves

Previous experience working with investments, including fixed income, alternative assets, loans, and/or derivatives.
PowerBI or a similar reporting application.

Responsibilities

Partner with the Syndicated Bank Loan Operations Manager to develop and implement governance frameworks, policies, procedures, and standards for the bank loan portfolio.
Design and maintain compliance monitoring programs covering loan covenants, credit agreement terms, and applicable regulatory requirements.
Develop, implement, and enhance operational controls across the bank loan trade lifecycle, including trade capture, agent bank notifications, settlements, reconciliation, and reporting.
Monitor compliance exceptions and control failures and coordinate timely remediation with portfolio managers, legal, risk, and compliance teams.
Perform reconciliations and resolve exceptions across internal systems, custodians, agent banks, and accounting records, including trade, position, cash, accrual, and fee breaks.
Collaborate with portfolio managers, traders, legal, agent banks, accounting, risk, compliance, and technology teams to maintain effective governance and controls.
Support bank loan governance reporting, audits, and regulatory documentation, providing accurate and timely information to internal and external stakeholders.
Provide subject matter expertise on bank loan governance and compliance and respond to inquiries from internal teams, agent banks, and external counterparties.
Participate in special projects and process improvement initiatives, including automation, control enhancements, governance reporting, audit requests, and other operational activities related to the bank loan portfolio.
Review policies and processes and recommend improvements and automation; assist with coverage of other team members as needed.