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

Summary

Symetra is a SEC-registered investment advisory firm with a significant portfolio, and they are seeking an Investment Analyst to support the growth of their investment management team. The role involves overseeing portfolio management, enhancing investment processes, and conducting research on industry trends.

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

Skills

• 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
• Knowledge of the capital framework for US- and Bermuda-domiciled insurance carriers is preferred but not required
• Progression towards CFA or MBA preferred

Qualifications

Must Haves

• 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

Benefits

• 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