Sr. Investment Operations Analyst - Bank Loans

# Sr. Investment Operations Analyst - Bank LoansUSAID: 9775---##

Job Description Symetra has an exciting opportunity to join our team as a
** Senior*
* ** Investment Operations Analyst**!
** About the Role
** The Investment Operations Analyst will provide day-to-day
** bank loan operations support
** to the Company’s investment portfolio managers, traders, investment reporting, risk, and compliance teams, with a primary focus on governance framework development, compliance monitoring, and controls development and implementation. The position will lead the development of governance frameworks, compliance monitoring programs, and operational controls for the bank loan portfolio, with a focus on ensuring adherence to regulatory requirements, credit agreement terms, and internal policie
** s.
** This is a remote role with required travel to the Farmington, CT office for in-person events a few times per year.  
** Company Overview
** Symetra 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.
** Corporate 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).

** What You Will Do**
* ** Partner with the Syndicated Bank Loan Operations Manager in the development and implementation of governance frameworks for the bank loan portfolio, including policies, procedures, and standards to ensure operational integrity and regulatory compliance**.
* ** Design and maintain compliance monitoring programs to track adherence to loan covenants, credit agreement terms, and applicable regulatory requirement
** s.
* ** Develop, implement, and continuously enhance operational controls across the bank loan trade lifecycle, including trade capture, agent bank notifications, settlements, reconciliation and report
** ing.
* ** Monitor compliance exceptions and control failures, coordinating timely remediation with portfolio managers, legal, risk, and compliance teams**.
* ** Perform reconciliations and resolve exceptions
** across internal systems, custodians, agent banks, and accounting records, including breaks related to trades, positions, cash, accruals, and fees.
* ** Collaborate with internal and external stakeholders**, including portfolio managers, traders, legal, agent banks, accounting, risk, compliance, and technology teams to maintain robust governance and control environments.
* ** Support bank loan governance reporting, audits, and regulatory documentation**, ensuring accurate and timely information is provided to internal and external stakeholders.
* ** Provide subject matter expertise on bank loan governance and compliance matters,
** responding to inquiries from internal teams, agent banks, and external counter parties.
* ** Participate in special projects and process improvement initiatives**, including automation, control enhancements, governance reporting, audit requests, and other ad…