1 Portfolio Management jobs in North Bend

Symetra has an exciting opportunity to join our team as aHigh yield and Bank Loans Trading Assistant !

About the Role

The Trading Assistant role requires 1-3 years of experience in trade support or operations, preferably in High Yield or Bank Loans. The Trading Assistant will be an integral member of the High Yield and Bank Loan Group at Symetra Investment Management (SIM), working directly with traders to support the full trade lifecycle. The ideal candidate is self-motivated, process oriented, and analytical with excellent communication, organizational, and computer skills.There is potential for this role to eventually include trade execution.

Company Overview

Symetra Investment Management ("SIM") is a SEC-registered investment advisory firm with approximately $75 billion in assets under management as of December 31, 2023. Symetra Financial Corporation ("SFC"), a diversified financial services company with $9 billion in assets as of December 31, 2022, headquartered in Bellevue, Washington is the sole shareholder of SIM. SFC is 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, 2022) and has approximately 1.7 million customers and over 2,200 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, 2023. SIM currently plans to enter the third-party investment management market in the short to intermediate term.

What you will do

• Provide support to HY and Bank Loan desk
• Report and track new issues, corporate actions, and market movers
• Ensure timely and accurate trade booking and allocation
• Collaborate with counterparties and operations to resolve trade breaks and settle trades
• Maintain and enhance desk tools using Excel, Bloomberg, and other systems
• Identify and implement process improvements
• Perform reconciliations to ensure data accuracy

Why work at Symetra

"If you want to invest in yourself and build a career, this is a great place to work. If you don't want to put in the effort to learn the industry and become a student of the business (it takes real effort!), there are easier places to work." Cris H. - AVP Internal Sales, Training and Development

"Symetra is inclusive of all employees regardless of their personal differences." Darrell J. - Actuary III

"Symetra values learning. Symetra has so many resources - whether that is the Student of the Business courses, sponsorship of professional certifications, or just individual employees being so willing to teach and answer questions." Felicia D. - Financial Reporting Lead Senior Analyst

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.

• Flexible full-time or hybrid telecommuting 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: 85,400 - 142,300 plus eligibility for annual bonus programs

Who you are

• Bachelor's level degree in finance, economics, accounting, mathematics or relevant field is required.
• 1-3 years of experience in trade support or operations within HY and/or Bank Loans
• Strong knowledge of leveraged finance markets
• Strong grasp of trade lifecycle, settlement, and documentation
• Experience with trading platforms like Bloomberg, Allvue, and ClearPar
• Strong analytical skills utilizing Excel, VBA or Python a plus
• Ability to work in a team, manage multiple priorities, and meet deadlines
• Attention to detail, organizational, and communications skills
• Knowledge of bank loan settlement and trade cycle highly preferred
• High school diploma required.

Note: This position is in Farmington, CT and it will be a hybrid work environment.

Travel:

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 perspectives, 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:

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.

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