Note: The job is a remote job and is open to candidates in USA. Symetra Investment Management is an investment advisory firm managing the company's investment portfolio. The Investment Operations Analyst will provide day-to-day derivatives operations support across middle- and back-office functions, including trade lifecycle management, confirmations, settlements, collateral and margin activities, reconciliations, reporting, and process improvement.

Responsibilities

• Support the derivative trade lifecycle, including trade capture, allocations, settlements, and lifecycle events
• Manage the derivative confirmations process, ensuring trades are accurately confirmed, affirmed, and processed within required timelines
• Coordinate the derivative settlement process, including pre-settlement confirmation, wire booking, and post-settlement monitoring
• Provide oversight of collateral and margin activities, including margin calls, collateral movements, substitutions, returns, reclaims, and dispute resolution
• Perform reconciliations and resolve exceptions across internal systems, custodians, counterparties, and accounting records, including breaks related to trades, positions, cash, collateral, and margin
• Collaborate with internal and external stakeholders, including portfolio managers, traders, counterparties, brokers, custodians, accounting, risk, compliance, and technology teams
• Support derivatives reporting, audits, and documentation, ensuring accurate and timely information is provided to internal and external stakeholders
• Provide client support by responding to derivatives-related inquiries and ensuring investment information is communicated accurately and timely
• Participate in special projects and process improvement initiatives, including automation, control enhancements, reporting, audit requests, and other ad hoc operational activities

Skills

• This is a remote role with required travel to the Farmington, CT office for in-person events a few times per year
• Bachelor's degree or equivalent work experience
• 2-5 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
• Occasional nights and weekends will be required
• 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
• Bloomberg 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
• Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company

Benefits

• 401(k) plan with immediate vesting and company matching up to 6%
• Self-Managed Time Away along with paid holidays
• Company matching to double employees' charitable contributions
• Remote work arrangement with required travel to the Farmington, CT office for in-person events a few times per year

Company Overview