Senior Investment Project Manager

Symetra
United States
Workplace: OnsiteFull timeUSD 145,900 - 197,400 annuallyFunction: Program & Project Management (PMO)Experience: 5-7 yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Analytical skills","Requirements elicitation","Cross-functional collaboration"]

Lead and manage technology-focused investment projects from initiation through delivery, owning project plans, timelines, risks, and ongoing status reporting. Coordinate cross-functional teams and external vendors, including full lifecycle vendor integrations with data mapping and business use-case definition. Perform business analysis to elicit and document requirements, create functional specifications and process diagrams, and translate complex investment processes into actionable needs for technical teams.

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FursaFursa
Symetra
Symetra
1 day ago

Senior Investment Project Manager

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Last checked: 21 minutes agoStatus: Live

Job Summary

Lead and manage technology-focused investment projects from initiation through delivery, owning project plans, timelines, risks, and ongoing status reporting. Coordinate cross-functional teams and external vendors, including full lifecycle vendor integrations with data mapping and business use-case definition. Perform business analysis to elicit and document requirements, create functional specifications and process diagrams, and translate complex investment processes into actionable needs for technical teams.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Program & Project Management (PMO)
Seniority: Mid level

Key Responsibilities

  • •Lead and manage projects from initiation to completion, ensuring scope, time, and budget objectives are met.
  • •Develop and maintain detailed project plans, including milestones, risk management strategies, and prioritization.
  • •Coordinate multi-functional teams and external vendors; monitor progress and address issues or roadblocks.
  • •Uphold project management standards and create comprehensive documentation, reports, and presentations for senior management.
  • •Perform business analysis by eliciting and managing requirements and producing functional specifications, process diagrams, and use cases.

Pay and Benefits

Salary: USD 145,900 - 197,400 annually
Perks:401kPaid LeaveSick TimeFlex DaysPaid Holidays

Key Requirements

  • •Bachelor’s degree in Business Administration, Project Management, Information Technology, or a related field; MBA or PMP is preferred.
  • •5-7 years of experience in the investment management industry.
  • •Track record delivering projects and performing business analysis with successful outcomes.
  • •Advanced understanding of investment systems and full-cycle vendor product management.
  • •Proficiency with project methodologies (Agile, Waterfall) and tools such as MS Project and JIRA; strong analytical and communication skills.
Experience:5-7 yearsInvestment managementFixed income
Education:Bachelor's
Skills:CommunicationProblem-solvingAnalytical skillsRequirements elicitationCross-functional collaboration
Certifications:MBAPMP
Tech Stack:Power BISQLOffice 365VBAAgileWaterfallMS ProjectJIRAData mappingProcess diagrams

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