Investment Analyst

Symetra has an exciting opportunity to join our team as an Investment Reporting and Valuations Analyst within our Investment Reporting Team!

As an Investment Reporting and Valuations 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 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, 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.

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.

• 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 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 grow.
• Collaborate with internal teams in Investments, Finance, and Operations to gather information needed for reporting and analysis.
• Learn and use technology such as Excel, Power
  
  BI, and SQL to improve reporting efficiency and reduce manual effort.
• Help maintain accurate procedural documentation for reporting and valuation workflows.

“The atmosphere at Symetra is truly different than at other companies. If you are looking for a company where your voice will matter and be heard, Symetra is the place for you.” Sydney S., Actuarial Associate III

“I chose Symetra because I heard it was a pro‑employee company—and it’s absolutely true. The work environment is supportive, the people are great, and the benefits are generous. Symetra truly cares about its employees. The relaxed atmosphere and opportunities to learn and grow—both within your role and beyond—make it a great place to build your career.” – Alicia L., Claims Examiner

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.

• Flexi…