[Hiring] Senior Investment Operations Analyst @Symetra

Role Description

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. This is a remote role with required travel to the Farmington, CT office for in-person events a few times per year.

• 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 requirements.
• Develop, implement, and continuously enhance operational controls across the bank loan trade lifecycle, including trade capture, agent bank notifications, settlements, reconciliation, and reporting.
• 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 counterparties.
• Participate in special projects and process improvement initiatives, including automation, control enhancements, governance reporting, audit requests, and other ad hoc operational activities related to the bank loan portfolio.

Qualifications

• Bachelor's degree or equivalent work experience.
• 5+ 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.
• Ideal candidate must have versatility and flexibility to assist with coverage of other team members.
• Candidate is expected to look at policies and processes and provide recommendations for improvement and automation.
• Candidate must have a strong technology focus and have interest and ability to use technology to automate repetitive tasks.
• Allvue or other trade order management system experience.
• Simcorp Dimension or other investment accounting system experience.
• Good Excel skills.
• Previous experience working with investments including fixed income, alternative assets, loans and/or derivatives.
• PowerBI or similar reporting application.
• High school diploma required.

Requirements

• Salary Range: $90,000-$134,000 dependent on experience plus eligibility for annual bonus programs.

Benefits

• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%.
• Self-Managed Time Away along with paid holidays.
• Give back to your community and double your impact through our company matching.

Company Description

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 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.