Sr. Investment Operations Analyst
Listed on 2026-08-21
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Finance & Banking
Financial Analyst, Corporate Finance, Financial Advisor / Consultant, Financial Reporting
Symetra has an exciting opportunity to join our team as a Sr. Investment Operations Analyst!
About the RoleThe Senior Investment Operations Analyst will provide overall day-to-day investment operations support to the Company’s Investment Portfolio Managers, traders and Finance department. The primary responsibilities of this position include the back and middle office functions of investment operations.
Company OverviewSymetra Investment Management(“SIM”) is a SEC-registered investment advisory firm with approximately $93.8 billion in assets under management as of June 30, 2026. Symetra Financial Corporation, a diversified financial services company with $77.9 billion in assets as of December 31, 2025, headquartered in Bellevue, Washington.
Symetra Financial Corp. is the holding company of Symetra Life Insurance Company, which was founded in 1957. Symetra Life 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, 2025) and has approximately 5.5 million customers and over 3,200 employees nationwide.
Parent Company
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 ¥ 51.6 trillion ($322.6 billion) of assets (March 31, 2026).
- Ensuring data quality in trade order management system and downstream systems is of excellent quality by providing oversight and review to trade entry and reconciliation processes
- Responsible for preparing various reports, including trade activity summary in support of monthly Investment Committee package; alternative asset transactions; daily asset allocation and end of day trade file notifications; daily extended cash forecast; and ad hoc corporate action reporting
- Taking action to ensure the timely settlement of non-standard securities transactions, including physical settlement of private placements, free receive and delivers vs. cash wires for bank loans and security payment orders (SPO’s) for factor updates. Also, having oversight over all trade settlements, including electronic (Deliver vs. Payment and Receive vs. Payment)
- Working to ensure all voluntary corporate actions have had elections made timely, either by internal or external managers, and verifying that all elections have been provided to custodian on or before expiration date of corporate action. Monitoring to ensure corporate action was processed properly by custodian and reflected in trade order management system.
- Participate in special projects, support internal/external audit requests, support Investment Accounting team with identifying unapplied wires and open payables/receives, process asset transfers and other ad hoc requests. Act as back-up for Derivatives Operations and Investment Operations.
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.
- Flexible full-time or 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:$99,700 – $134,800 plus eligibility for annual bonus program
Who you are- Bachelor's degree or equivalent work experience.
- 5 - 8 years of cumulative, relevant experience.
- Excellent written and verbal communication skills.
- Demonstrates attention to detail while being analytically oriented.
- Ability to multi-task and to work both independently and in a team environment.
- Continuously exhibit a high level of motivation and initiative. Results focused.
- Occasional nights and weekends will be required.
- Ideal candidate must have versatility and flexibility to assist with coverage of other team members.
- Candidate is…
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