Investment Reporting Analyst

Symetra
United States
Workplace: RemoteFull timeFunction: Data Analytics & Business Intelligence0Education: bachelorsSkills: ["Attention to detail","Communication","Self-motivated","Teamwork","Prioritization"]

Support the investment close and reporting cycles by preparing recurring investment reports, including monthly portfolio summaries for internal and external stakeholders. Assist with alternative and private market asset reporting, perform valuation checks and reconciliations of market and pricing data, and help maintain accurate pricing and market data across investment systems. Improve and develop reporting tools and procedural documentation while collaborating with Investments, Finance, and Operations.

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FursaFursa
Symetra
Symetra
1 week ago

Investment Reporting Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Support the investment close and reporting cycles by preparing recurring investment reports, including monthly portfolio summaries for internal and external stakeholders. Assist with alternative and private market asset reporting, perform valuation checks and reconciliations of market and pricing data, and help maintain accurate pricing and market data across investment systems. Improve and develop reporting tools and procedural documentation while collaborating with Investments, Finance, and Operations.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Data Analytics & Business Intelligence
Seniority: Entry level

Key Responsibilities

  • •Prepare recurring investment reports with guidance from senior team members, including monthly portfolio summaries for internal and external stakeholders.
  • •Support alternative and private market asset reporting by gathering data, performing checks, and preparing components of recurring reporting packages.
  • •Assist with valuation workflows, including validations, reconciliation of market and pricing data, and reviewing valuation inputs after training.
  • •Support performance reconciliations and help maintain accurate pricing and market data across investment systems.
  • •Contribute to enhancements of existing reports and help develop new tools while maintaining procedural documentation for reporting and valuation workflows.
Travel: Low travel

Pay and Benefits

Perks:401kPaid LeaveRemote Work

Key Requirements

  • •Bachelor’s degree in Finance, Accounting, Economics, Statistics, Management Information Systems, Data Science or Computer Science.
  • •0–3 years of relevant experience (internships, academic projects, or coursework acceptable).
  • •Exposure to investment concepts, financial reporting, or data analysis.
  • •Strong attention to detail and strong Excel/data management skills.
  • •Excellent written and verbal communication skills with the ability to prioritize and meet deadlines.
Education:Bachelor's
Skills:Attention to detailCommunicationSelf-motivatedTeamworkPrioritization
Tech Stack:ExcelPowerBISQLSimCorp DimensionClearwaterStored proceduresRelational databasesData warehousing/marts

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Symetra
Provides life insurance, annuities, retirement solutions, and employee benefits to individuals, employers, and financial institutions. Symetra focuses on protecting financial futures through insurance products and retirement services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: Bellevue, United States
Founded: 1957
WebsiteLinkedIn