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Symetra · 1 day ago

Investment Analyst - Hybrid

United States

Full-time

Hybrid

Entry, Mid Level

$94K/yr - $157K/yr

2+ years exp

Symetra is a national financial services company dedicated to helping people achieve their financial goals. The Investment Analyst role involves supporting the investment team in managing portfolios and enhancing investment processes for efficiency and performance.

Financial ServicesHealth InsuranceInsuranceLife Insurance

Growth Opportunities

No H1B

Responsibilities

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

Qualification

Investment analysisFinancial markets knowledgePython/SQL proficiencyB.S. degree in financeCFAMBA progressionTeam collaborationEffective communicationWork ethicAdaptability

Required

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

High school diploma or GED required