Investment Operations Analyst

Symetra
United States
Workplace: RemoteFull timeUSD 90,000 - 122,000 annuallyFunction: Business OperationsExperience: 2-5 yearsEducation: bachelorsSkills: ["Communication","Attention to detail","Analytical thinking","Multi-tasking","Process improvement"]

Provide day-to-day derivatives middle- and back-office operations support for investment portfolio managers and traders. Own the derivative trade lifecycle, including confirmations/affirmations, settlement coordination, collateral and margin monitoring, and reconciliations across internal systems, custodians, counterparties, and accounting records. Support derivatives reporting, audits, documentation, and client inquiries, while participating in automation and process improvement initiatives to enhance controls and efficiency.

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FursaFursa
Symetra
Symetra
2 weeks ago

Investment Operations Analyst

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Provide day-to-day derivatives middle- and back-office operations support for investment portfolio managers and traders. Own the derivative trade lifecycle, including confirmations/affirmations, settlement coordination, collateral and margin monitoring, and reconciliations across internal systems, custodians, counterparties, and accounting records. Support derivatives reporting, audits, documentation, and client inquiries, while participating in automation and process improvement initiatives to enhance controls and efficiency.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Support the derivative trade lifecycle including trade capture, allocations, settlements, and lifecycle events.
  • •Manage derivative confirmations and affirmations to ensure trades are processed within required timelines.
  • •Coordinate derivative settlements, including pre-settlement confirmation, wire booking, and post-settlement monitoring.
  • •Oversee collateral and margin activities, including margin calls, collateral movements, and dispute resolution.
  • •Perform reconciliations and resolve exceptions across internal systems, custodians, counterparties, and accounting records.
Travel: Low travel

Pay and Benefits

Salary: USD 90,000 - 122,000 annually
Perks:401kPaid Holidays

Key Requirements

  • •Bachelor's degree or equivalent work experience.
  • •2-5 years of cumulative, relevant experience.
  • •Experience working with investments including fixed income, alternative assets, loans and/or derivatives.
  • •Strong written and verbal communication with attention to detail and analytical mindset.
  • •Technology focus with strong Excel skills; experience with Bloomberg, Simcorp Dimension, and/or PowerBI is preferred.
Experience:2-5 yearsDerivativesInvestment operationsFixed incomeAlternative assetsLoans
Education:Bachelor's
Skills:CommunicationAttention to detailAnalytical thinkingMulti-taskingProcess improvement
Tech Stack:BloombergSimcorp DimensionExcelPowerBITrade order management systems

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