Assistant Director, Multi-Asset Port Management - Hybrid

Assistant Director, Multi-Asset Port Management

• Hybrid Symetra
• 3.2 Farmington, CT Job Details $176,000
• $238,000 a year 1 day ago Benefits Paid holidays Life insurance Qualifications Asset management Portfolio monitoring Stakeholder engagement Economics Trading Bachelor's degree in finance Bachelor of Science Process improvement Data reporting Mathematics Bachelor's degree in economics Research Improving operational efficiency Finance 8 years SQL Investment strategy development Bachelor's degree Decision making Cash management Financial services Senior level Cross-functional collaboration Communication skills Python Cross-functional communication Stakeholder management Full Job Description Symetra has an exciting opportunity to join our team as an Assistant Director , Multi-Sector Portfolio Management!

About the role The Assistant Director, Multi-Sector Portfolio Management will work closely with the Insurance Portfolio Management team to assist with oversight of the day-to-day management of the affiliated general account portfolios and maintain/improve platform of investing tools to analyze portfolio strategies. The individual will influence the continued evolution of the General Account by identifying areas of opportunity beyond current capabilities, including enhancing strategic and tactical asset allocation, cash management, capital-efficiency and competitive considerations. This is an individual contributor role with no direct reports. However, close collaboration with key stakeholders at SIM and SLIC, as well as a willingness to be "hands on" in the completion of required tasks will be critical to success, and to taking advantage of SIM's opportunistic approach and capabilities. This is a hybrid work role based in Farmington Connecticut. Company Overview Symetra Investment Management ("SIM") is a SEC-registered investment advisory firm with approximately $78 billion in assets under management as of March 31, 2025. Symetra Financial Corporation ("SFC"), a diversified financial services company with $68.4 billion in assets as of December 31, 2024, headquartered in Bellevue, Washington is the sole shareholder of

SIM. SFC

is also the holding company of Symetra Life Insurance Company ("Symetra Life"), which was founded in 1957, and has insurer financial strength ratings of 'A' by A.M. Best and Standard & Poor's and 'A1' by Moody's. Symetra Life is among the top 40 largest life insurance companies in the United States (based on statutory admitted assets as of December 31, 2024) and has approximately 2.3 million customers and over 2,600 employees nationwide. SFC is a wholly owned subsidiary of Sumitomo Life Insurance Company, a mutual life insurance company with head offices in Osaka and Tokyo, Japan. Founded in 1907, Sumitomo is one of the largest life insurance companies in Japan with $319 billion of assets as of March 31, 2024. SIM currently has recently begun marketing its investment management services to third-party institutional investors. What you will do Oversee the day-to-day management of the affiliated general account and unaffiliated client portfolios and maintain/improve platform of investing tools, making contributions to higher-level strategic decision-making all the way to hands-on tasks such as executing trades. Work with cross-functional teams in SIM and SLIC to optimize portfolio and accomplish client objectives within constraints. Continuously evaluate and enhance investment processes to improve efficiency, accuracy, and overall performance. Implement best practices and innovative solutions to streamline workflows and optimize investment decision-making to develop asset strategies to support current suite of insurance products. Keep apprised of emerging industry trends and themes in insurance asset management and perform ad-hoc research projects, to expand market insights and advocate for investment recommendations to advance overall portfolio construction. Work with internal reporting professionals to develop and enhance reporting relating to portfolio positioning and performance. Support preparation and delivery of periodic reports to senior management. What we offer you We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home. Hybrid arrangements Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6% Paid time away including vacation and sick time, flex days and ten paid holidays Give back to your community and double your impact through our company matching Want more details? Check out our

Symetra Benefits Overview Compensation Salary Range:

$176,000

• $238,000 plus eligibility for annual bonus program Who you are B.

S. degree in economics, finance, mathematics or other suitable field with appropriate quantitative skills/background. 8-10 years of relevant experience in a multi-sector investment analyst role, preferably within the insurance or asset management industry. Experience in financial markets and insurance asset management, preferably across fixed income markets (public and private) Proficiency in Microsoft Suite and in Python/SQL or other coding languages. The ability to work cooperatively and collegially within a small team environment and communicate ideas effectively. A "get it done" work ethic that supports the completion of tasks within specified time constraints, and the ability to adjust to shifting priorities as business conditions warrant, understanding that the work requirements of the position will sometimes embed inflexible deadlines. Excellent written and verbal communication skills. Understanding of the insurance company environment including knowledge of the capital framework for US

• and Bermuda-domiciled insurance carriers is preferred but not required.

Progression towards CFA or MBA preferred. We empower inclusion At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products-and operate our company-to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit: https://symetra.eightfold.ai/careers Work Authorization Employer work visa sponsorship and support are not provided for this role. 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. Please review

Symetra's Remote Network Minimum Requirements:

As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:

Minimum Internet Speed:

100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."

Internet Type:

Fiber, Cable (e.g., Comcast, Spectrum), or DSL.

Not Permissible:

Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up. When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above. Identity Verification Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. Failure to comply with verification procedures may result in: Disqualification from the recruitment process Withdrawal of a job offer Termination of employment and other criminal and/or civil remedies, if fraud is discovered