About Symetra Financial

Symetra Financial is a leading diversified financial services company headquartered in Bellevue, Washington, with $68.4 billion in assets as of December 31, 2024. As the holding company of Symetra Life Insurance Company, founded in 1957, Symetra holds strong insurer financial strength ratings: 'A' from A.M. Best and Standard & Poor’s, and 'A1' from Moody’s. Ranking among the top 40 largest life insurance companies in the United States by statutory admitted assets, Symetra serves approximately 2.3 million customers and employs over 2,600 people nationwide. Wholly owned by Sumitomo Life Insurance Company, a major Japanese mutual life insurer with $319 billion in assets, Symetra specializes in life insurance, retirement solutions, and employee benefits, delivering reliable financial security to individuals and businesses.

Symetra Investment Management (SIM), an SEC-registered investment advisory firm and sole shareholder of Symetra Financial Corporation, manages approximately $78 billion in assets as of March 31, 2025. Recently expanding to third-party institutional investors, SIM underscores Symetra's commitment to innovative investment strategies in the insurance and financial services sector.

Role Overview

Symetra Financial invites talented professionals to join as an Investment Analyst, Multi-Sector, in a hybrid role based in Farmington, Connecticut. This position supports the growth of SIM's investment portfolio by overseeing day-to-day management of affiliated general account portfolios and unaffiliated client portfolios. You'll collaborate closely with the investment team to maintain and enhance investing tools, analyze strategies, and drive portfolio performance. Ideal for those passionate about financial markets, particularly fixed income, this role offers a dynamic environment within a prestigious insurance leader focused on life insurance, retirement planning, and employee benefits.

Key Responsibilities

In this critical role, you'll play a pivotal part in Symetra's investment operations:

• Oversee the day-to-day management of affiliated general account and unaffiliated client portfolios.
• Maintain and improve the platform of investing tools to analyze portfolio strategies effectively.
• Continuously evaluate and enhance investment processes to boost efficiency, accuracy, and performance.
• Implement best practices and innovative solutions to streamline workflows and optimize decision-making.
• Stay informed on emerging industry trends in insurance asset management and conduct ad-hoc research for portfolio enhancement.
• Collaborate with internal reporting teams to develop and refine portfolio positioning and performance reports.

Qualifications & Requirements

Symetra seeks candidates with a strong foundation in quantitative finance and a drive for excellence:

• B.S. degree in economics, finance, mathematics, or a suitable field with quantitative skills.
• 2-5 years of relevant experience in a multi-sector investment analyst role, ideally in insurance or asset management.
• Strong interest and experience in financial markets, especially fixed income (public and private).
• Proficiency in Microsoft Suite and Python/SQL or similar coding languages.
• Excellent written and verbal communication skills and ability to thrive in a collaborative small team.
• "Get it done" work ethic, adaptability to shifting priorities, and handling of inflexible deadlines.
• Knowledge of capital frameworks for US- and Bermuda-domiciled insurance carriers preferred.
• Progression towards CFA or MBA encouraged; high school diploma or GED required at minimum.

Why These Qualifications Matter

These skills align with Symetra's needs in managing complex portfolios for life insurance and retirement products, ensuring precision in a regulated industry.

Benefits & Perks

Symetra prioritizes employee well-being with tailored programs:

• Hybrid telecommuting for work-life balance.
• 401(k) plan with immediate vesting and company matching up to 6%.
• Generous paid time away: vacation, sick time, flex days, and 10 paid holidays.
• Double-impact community giving through company matching.
• Competitive salary range of $93,900–$156,600 plus annual bonus eligibility.

Explore more in Symetra's Benefits Overview for comprehensive health, wellness, and financial perks supporting your life insurance, retirement, and employee benefits journey.

Career Growth

At Symetra, career advancement is real. Employees like Johnna W., RFP Team Lead, praise the inclusive 'We' culture fostering collaboration. Andrew H., Associate Underwriter, highlights untapped potential. Progress towards CFA or MBA positions you for senior roles in investment management, portfolio strategy, or leadership in Symetra's expanding third-party services. With SIM's growth and Symetra's stable backing, this Investment Analyst role launches long-term success in insurance finance.

Why Join Symetra

Choose Symetra for its talented teams, strong reputation, and genuine inclusion. As a key player in life insurance, retirement solutions, and employee benefits, Symetra offers stability from top ratings and global ownership. Hybrid flexibility, robust benefits, and a focus on innovation make it ideal for investment professionals seeking impact. Join a company where 'We' culture drives teamwork and your contributions enhance portfolios serving millions.

Role FAQs

Is this a hybrid or remote role?

Hybrid based in Farmington, Connecticut, blending office collaboration with telecommuting.

What salary can I expect?

Range: $93,900–$156,600 USD annually, plus bonus eligibility, competitive for insurance finance.

Are coding skills required?

Yes, proficiency in Python/SQL or similar for tool maintenance and analysis.

Does Symetra support professional development?

Absolutely—progression towards CFA/MBA preferred, with a culture nurturing growth.

What makes Symetra unique in investments?

SIM's $78B AUM, expansion to third-party clients, and focus on insurance-linked strategies set it apart.