Talent.com
No longer accepting applications
Investment Analyst - Hybrid

Investment Analyst - Hybrid

SymetraBellevue, WA, United States
12 days ago
Job type
  • Full-time
Job description

Symetra has an exciting opportunity to join our team as an Investment Analyst , Multi-Sector!

About the role

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.

Company Overview

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.

What you will do

  • 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.

Why Work at Symetra

Here's what some of our employees have to say about why they work at Symetra :

"I chose to work at Symetra because of the talented people I knew and the strong reputation they shared. Since joining in June 2021, what's kept me here is the genuine sense of inclusion, respect, and teamwork. Symetra's 'We' culture is more than a saying-it shows up in how teams collaborate and support one another. " - Johnna W., RFP Team Lead

"Join. It's that simple. You won't find a better company that can draw out your potential in ways you didn't know you had." - Andrew H., Associate Underwriter

What we offer you

We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.

  • Hybrid telecommuting 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
  • Want more details? Check out our Symetra Benefits Overview
  • Compensation

    Salary Range : $93,900 - $156,600 plus eligibility for annual bonus program

    Who you are

  • 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.
  • Knowledge of the capital framework for US- and Bermuda-domiciled insurance carriers is preferred but not required.
  • Progression towards CFA or MBA preferred.
  • High school diploma or GED required.
  • We empower inclusion

    At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspectives, and removing barriers.

    We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts Here.

    Creating a world where more people have access to financial freedom

    Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products-and operate our company-to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.

    For more information about our careers visit : https : / / symetra.eightfold.ai / careers

    Work Authorization

    Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.

    Please review Symetra's Remote Network Minimum Requirements :

    As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection :

  • 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.
  • When applying to jobs at Symetra you'll be asked totest your internet speedand confirm that your internet connection meets or exceeds Symetra's standard as outlined above.

    #LI-ML1

    #HYBRID

    Create a job alert for this search

    Investment Analyst • Bellevue, WA, United States

    Related jobs
    • Promoted
    Business Analyst

    Business Analyst

    Diverse LynxBellevue, WA, US
    Full-time
    Manage and oversee the support process for global operations related to investment cases including those submitted and accepted for deal engagement. Collect and analyze financial details pertinent t...Show moreLast updated: 30+ days ago
    • Promoted
    Business Analyst

    Business Analyst

    BOEINGEverett, WA, United States
    Full-time +1
    At Boeing, we innovate and collaborate to make the world a better place.We’re committed to fostering an environment for every teammate that’s welcoming, respectful and inclusive, with great opportu...Show moreLast updated: 2 days ago
    • Promoted
    Financial Analysis Lead Analyst - Verity Solutions - HYBRID

    Financial Analysis Lead Analyst - Verity Solutions - HYBRID

    CignaKirkland, WA, US
    Full-time
    Financial Analysis Lead Analyst.The Financial Analysis Lead Analyst primary responsibilities will be : .Actively manage the Sales commission process and reporting, as well as address interactions and...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Finance Analyst, Network Equipment, Capex

    Senior Finance Analyst, Network Equipment, Capex

    GoogleKirkland, WA, US
    Full-time
    Senior Finance Analyst, Network Equipment, Capex.Financial Analysts ensure that Google makes sound financial decisions.As a Financial Analyst, your work, whether it's modeling business scenarios or...Show moreLast updated: 3 days ago
    • Promoted
    Financial Analyst

    Financial Analyst

    HiyaSeattle, WA, US
    Full-time
    At Hiya, were revolutionizing voice communication.Our mission is to modernize voice with intelligence for security and productivity. Since 2015, when we introduced the first mobile caller ID and sp...Show moreLast updated: 2 days ago
    • Promoted
    Sr. Financial Analyst - AWS Data Center Infrastructure, Data Center Capex Finance

    Sr. Financial Analyst - AWS Data Center Infrastructure, Data Center Capex Finance

    AmazonSeattle, WA, US
    Full-time
    Join the team building the infrastructure that powers the cloud! We support the ongoing infrastructure build-out of AWS, the worlds largest data center service provider and are looking for highly m...Show moreLast updated: 17 days ago
    Fixed Income Credit Analyst | Senior Analyst, Yankee Banks

    Fixed Income Credit Analyst | Senior Analyst, Yankee Banks

    Principal Financial Group, Inc.USA, Washington, Seattle
    Full-time +1
    We're looking for an experienced fixed income credit analyst to join our Investment Grade team.In this role, you'll cover international (Yankee) banks, international brokers and exchanges!.Conduct ...Show moreLast updated: 30+ days ago
    • Promoted
    Investment Operations Analyst

    Investment Operations Analyst

    Parcion Private WealthBellevue, WA, US
    Full-time
    Parcion Private Wealth is seeking a seasoned Investment Operations Analyst to join our Investment Department.This role is focused on the daily execution of portfolio operations and plays a pivotal ...Show moreLast updated: 23 days ago
    • Promoted
    Corporate FP&A Analyst

    Corporate FP&A Analyst

    MoxiWorksBellevue, WA, US
    Full-time
    MoxiWorks is a leader in the PropTech SaaS industry, developing tools to empower real estate professionals, and helping agents find, win, and close more deals. With the real estate industry undergoi...Show moreLast updated: 23 days ago
    • Promoted
    Sr. Analyst, Private Company CoverageSeattle, Washington, United States

    Sr. Analyst, Private Company CoverageSeattle, Washington, United States

    PitchBook DataSeattle, WA, US
    Full-time
    Analyst, Private Company Coverage.At PitchBook, we are always looking forward.We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative a...Show moreLast updated: 30+ days ago
    • Promoted
    2026 | Americas | Seattle | Investment Banking | New Analyst

    2026 | Americas | Seattle | Investment Banking | New Analyst

    Goldman SachsSeattle, WA, US
    Full-time
    Our New Analyst Program is a full-time program for final year undergraduate and graduate students.As a new analyst, you will learn about our businesses, develop important relationships, and build c...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Financial Analyst, Alexa and AGI Finance - Insights, Planning, Econometrics, Decision (IPED)

    Senior Financial Analyst, Alexa and AGI Finance - Insights, Planning, Econometrics, Decision (IPED)

    AmazonSeattle, WA, US
    Full-time
    Amazon seeks a Senior Financial Analyst to play a key role on the Alexa and Artificial General Intelligence (AGI) Insights, Planning, Econometrics and Decision (IPED) finance team.This role will be...Show moreLast updated: 9 days ago
    • Promoted
    Senior Financial Analyst, Alexa Finance - Insights, Planning, Econometrics, Decision (IPED)

    Senior Financial Analyst, Alexa Finance - Insights, Planning, Econometrics, Decision (IPED)

    AmazonSeattle, WA, US
    Full-time
    Amazon seeks an experienced Senior Financial Analyst to play a key role on the Alexa Insights, Planning, Econometrics and Decision team owning Alexa financial key performance indicators (KPIs) and ...Show moreLast updated: 30+ days ago
    • Promoted
    Sr Financial Analyst, Project Kuiper

    Sr Financial Analyst, Project Kuiper

    AmazonRedmond, WA, US
    Full-time
    Are you ready to get in on the ground floor of Amazon's long-term initiative to design, launch and maintain a constellation of Low Earth Orbit satellites to provide low-latency, high-speed broadban...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Analyst I

    Financial Analyst I

    Fred Hutchinson Cancer CenterSeattle, WA, US
    Full-time
    Fred Hutchinson Cancer Center is an independent, nonprofit organization providing adult cancer treatment and groundbreaking research focused on cancer and infectious diseases.Based in Seattle, Fred...Show moreLast updated: 30+ days ago
    • Promoted
    Parametric - Investment Analyst Cohort, Summer 2026

    Parametric - Investment Analyst Cohort, Summer 2026

    Morgan StanleySeattle, WA, US
    Full-time
    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. Parametric is part of Morga...Show moreLast updated: 13 days ago
    • Promoted
    Sr. Financial Analyst, Networking Infra Finance

    Sr. Financial Analyst, Networking Infra Finance

    AmazonSeattle, WA, US
    Full-time
    Finance Partner For Networking Infrastructure Team.As the finance partner for the network infrastructure team, you will help them make optimal investment decisions that will help build a highly rel...Show moreLast updated: 9 days ago
    • Promoted
    Financial Analysis

    Financial Analysis

    MicrosoftRedmond, WA, US
    Full-time
    Join Our Cloud Infrastructure Team.Youll be part of a team that builds Microsofts end-to-end Cloud Infrastructure while driving cost efficiency to support scalable growth.Your work will help ensure...Show moreLast updated: 11 days ago
    • Promoted
    Sr Financial Analyst, AWS Corporate Development Finance

    Sr Financial Analyst, AWS Corporate Development Finance

    AmazonSeattle, WA, US
    Full-time
    Finance Professional Opportunity.Amazon seeks a talented finance professional to work with its AWS Corporate Development organization. The person in this high-visibility role will be responsible for...Show moreLast updated: 5 days ago
    • Promoted
    Financial Analyst III - BE7 Engines

    Financial Analyst III - BE7 Engines

    Blue OriginSeattle, WA, US
    Permanent
    At Blue Origin, we envision millions of people living and working in space for the benefit of Earth.We're working to develop reusable, safe, and low-cost space vehicles and systems within a culture...Show moreLast updated: 30+ days ago