Sr. Investment Project Manager

Symetra has an exciting new opportunity to join us as an Sr. Investment Project Manager!

About the Company
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 $59 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.

About the role
We are seeking a dynamic and experienced professional to join our Technology team as a Hybrid Project Manager / Business Analyst. This unique role combines the critical skills of project management with the analytical expertise of a business analyst. The ideal candidate will have a strong background in project management, technology integration, business analysis, data management, and streamlining/automation of repetitive processes, particularly within the investment management industry. This role requires a proactive leader with excellent analytical, communication, and problem-solving skills.

What you will do

Project Management:

* Lead and manage projects and parts of larger projects from initiation to completion, ensuring objectives are met within scope, time, and budget.
* Develop and maintain detailed project plans, including timelines, milestones, risk management strategies, and prioritization.
* Coordinate with multi-functional teams, collaborators, and external vendors to ensure seamless project execution.
* Monitor project progress, proactively addressing any issues or roadblocks.
* Uphold project management best practices and company standards, ensuring comprehensive documentation.
* Prepare detailed reports and presentations for senior management and collaborators.
* Coordinate vendor integration projects, including data mapping, business use case definition, and business function mapping.
* Lead the full lifecycle of vendor integration, from initial business requirements and vendor selection to implementation and business model integration.

Business Analysis:
* Perform in-depth analysis of business processes, systems, and user needs to identify improvement opportunities.
* Elicit, document, and manage business requirements through interviews, workshops, and data analysis.
* Develop functional specifications, process diagrams, and use cases for communication with technical teams.

What we offer you
We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are crafted 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: $125,000 - $208,400 plus eligibility for annual bonus program.

• Bachelor's degree in Business Administration, Project Management, Information Technology, or a related field. An advanced degree or certification (e.g., MBA, PMP) is preferred.
• 5-7 years of experience in the investment management industry.
• Consistent track record in project management and business analysis, with successful project delivery.
• Advanced understanding of investment systems and full-cycle vendor product management.
• Proficiency in project management methodologies (e.g., Agile, Waterfall) and tools (e.g., MS Project, JIRA).
• Strong analytical, problem-solving, and communication skills, with the ability to translate complex business processes into actionable requirements.
• Prior experience in the fixed income asset class.
• Advanced level knowledge of Power BI, SQL and Office 365 and solid understanding of VBA and other automation tools.

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.

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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