Symetra · 8 hours ago
2025 Investment Reporting and Business Intelligence Internship
United States
Internship
Remote
Intern/New Grad
Start in 2025 Summer
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Responsibilities
Assist with producing recurring investment reports timely, accurately, and completely, including monthly portfolio summaries (risk package); reporting for the parent company, clients, daily front office, and board of directors (BOD); and financial results and investment committee slides.
Help transform existing processes in Excel into new BI tools such as PowerBI.
Support the investment performance function and help adhere to, and maintain, procedures that further GIPS®-compliant performance results.
Develop new investment reports, as needed, to gather the impact of current market events or fulfill ad hoc requests.
Translate large datasets into meaningful analysis for a wide audience.
Support the investment month-end close and reporting cycles.
Partner with team members to improve processes and workflows with an emphasis on building value, transparency and sustainability.
Qualification
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Required
Working towards a bachelor’s degree in Finance, Management Information Systems, Data Science or Computer Science
Critical attention to detail and developing analytical thinking skills
Strong communication skills, both written and oral
Self-motivated, with the desire to learn
Great teammate who can work both independently and in a team environment; be a culture carrier
Able to prioritize and meet deadlines, recognizing when assistance or resources are needed
Strong Excel and data management skills
Preferred
Preferred understanding of investments, including fixed income asset classes, derivatives and alternative investments
Experience in PowerBI, SQL, stored procedures, relational databases, and/or data warehousing
Company
Symetra
Symetra is a financial service company that provides retirement, employee benefits, group life, and disability insurance.
Founded in 1957
1,001-5,000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2015-08-11Acquired· by Sumitomo Life Insurance Company ($3.8B)
2010-01-22IPO· nyse:SYA
2004-01-01Private Equity· Undisclosed
Leadership Team
David Goldstein
Senior Vice President, General Counsel and Secretary
M
Mike DiGioia
Vice President, Communications
Recent News
2024-04-24
Coverager - Insurance news and insights
2024-04-07
Business Wire
2024-04-02
Company data provided by crunchbase
