Investment Reporting Analyst

Summary

Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. The Investment Reporting Analyst will support investment close and reporting cycles by preparing reports, assisting with valuation and performance procedures, reconciling data, and developing data-driven reporting tools.

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

Skills

• 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
• Experience using SimCorp Dimension and/or Clearwater accounting system
• Experience in PowerBI, SQL, stored procedures, relational databases, and/or data warehousing/marts
• 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
• Occasionally available to work nights and weekends based on business requirements
• Strong Excel and data management skills with interest in expanding technical capabilities over time
• This is a remote role with required travel to the Farmington, CT office for in-person events a few times per year
• 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
• 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
• Prior experience in reporting, alternative investments and/or investment valuation is helpful, but not required

Qualifications

Must Haves

• 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
• Experience using SimCorp Dimension and/or Clearwater accounting system
• Experience in PowerBI, SQL, stored procedures, relational databases, and/or data warehousing/marts
• 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
• Occasionally available to work nights and weekends based on business requirements
• Strong Excel and data management skills with interest in expanding technical capabilities over time
• This is a remote role with required travel to the Farmington, CT office for in-person events a few times per year
• 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
• 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

Benefits

• Training and mentorship to build technical and analytical capabilities
• Flexible full-time or hybrid telecommuting arrangements
• 401(k) plan with immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Company matching to double employees' charitable contributions