Investment Analyst, Insurance Portfolio Management - Hybrid, Farmington, CT
Listed on 2026-09-17
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Finance & Banking
Financial Analyst, Risk Manager/Analyst, Portfolio & Asset Management, Financial Advisor / Consultant
About the role
Investment Analyst, Insurance Portfolio Management! 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.
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.
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 youWe 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
Salary Range: $109,600 - $148,300 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.
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 perspective, 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.
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…
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