Investment Portfolio Manager, Sr. jobs in Seattle, WA

Investment Portfolio Manager, Sr. manages the daily activities for a given section of the company's investment operations. Reviews investment operations policies and procedures and recommends changes to increase efficiency. Being an Investment Portfolio Manager, Sr. may require a bachelor's degree in area of specialty. Typically reports to a head of a unit/department. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

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Sr. Investment Risk Manager - Hybrid (Farmington, CT)
  • Symetra
  • Bellevue, WA FULL_TIME
  • Symetra has an exciting opportunity to join our team as a Sr. Investment Risk Manager!

    About the role

    As a Senior Investment Risk Manager at SIM, you will contribute to the effective oversight and management of risks. This role involves providing relevant risk information, advising senior management, and actively participating in new initiatives. With dynamic growth in Assets Under Management (AUM), this position presents a unique opportunity at a critical inflection point in our organizational trajectory.

    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 $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.

    What you will do

    • Risk Identification: Proactively identify and analyze portfolio and security level risks, with a strong focus on fixed income markets.
    • Analytics Validation: Continuously validate multi-asset analytics to "trade-level" quality.
    • Risk Committee Presentation: Present key risks, concerns, and risk initiatives to the Risk Committee.
    • Reporting: Produce regular and ad-hoc reports with precision and attention to detail.
    • Process Optimization: Evaluate current risk management processes and optimize them for gaining efficiencies, improving scalability and reducing scope for errors.
    • Stakeholder Collaboration: Escalate and collaborate with various stakeholders, including line management, fund managers, IT, operations, or system support as needed.
    • Cross-Functional Support: Collaborate with other business areas to achieve their goals and contribute to efficiency creation.
    • Marketing Collaboration: Support marketing efforts to prospective clients.

    Who you are

    • 7 years in fixed income markets, demonstrating a detailed understanding of fixed income securities.
    • Market/Investment Risk: Proven experience in a market/investment risk role in an asset management company or insurance company.
    • Analytical Skills: Strong problem-solving and analytic skills, with the ability to navigate major fixed income asset classes and follow various markets.
    • Systems: A working knowledge of a risk analytics system such as Aladdin, BarraOne, Polypaths, etc., Microsoft Excel (including VBA), SQL, and any programming languages.
    • Data Visualization: Experience with data visualization tools such as Power BI or Tableau.
    • Project Management: Experience in managing projects and stakeholder communications.
    • Effective Communication: Ability to explain complex concepts and data to multi-disciplinary audiences.
    • Confidence & Articulation: Be confident, articulate, and effectively balance the dual roles of enforcing oversight while collaborating with the front office.
    • Ability to work a hybrid schedule in our Farmington, CT office.

    Compensation

    Salary Range: $175,000 - $200,000 plus eligibility for annual bonus program

    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

    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 .

    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.

    #LI-BV1

    #LI-Hybrid

     

  • 8 Days Ago

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Investment Manager
  • Indigo Real Estate
  • Seattle, WA FULL_TIME
  • Indigo Investment Manager Job DescriptionQualifications Minimum of five years’ experience as an investment or regional manager with multi-site responsibilities.Strong leadership and team building abil...
  • 13 Days Ago

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Property Manager
  • CP Construction & Investment
  • Seattle, WA FULL_TIME
  • Overview: We are seeking a highly motivated and experienced Property Manager to oversee the operations of our properties. As a Property Manager, you will be responsible for managing all aspects of pro...
  • 3 Days Ago

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Housekeeping Manager
  • Seawind Hotel Investment LLC
  • SeaTac, WA FULL_TIME
  • Essential Job FunctionsInterview, select, train, schedule, coach and support associates, ensuring they perform in accordance with established brand or hotel standards and consistent with the hotel’s c...
  • 6 Days Ago

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Self-Storage Property Manager
  • Spartan Investment Group
  • Maple Valley, WA FULL_TIME
  • At Spartan Investment Group our mission is to Improve lives through our values. We do this by finding value-add and opportunistic investments offering solid returns to our investors, providing an oppo...
  • 2 Days Ago

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Assistant Property Manager
  • KG Investment Properties, LLC
  • Renton, WA OTHER
  • Job Details Level: Experienced Job Location: Renton Office - Renton, WA Position Type: Full Time Salary Range: Undisclosed Travel Percentage: None Job Shift: Day DescriptionKG Investment Properties is...
  • 28 Days Ago

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0 Investment Portfolio Manager, Sr. jobs found in Seattle, WA area

Seattle (/siˈætəl/ (listen) see-AT-əl) is a seaport city on the West Coast of the United States. It is the seat of King County, Washington. With an estimated 730,000 residents as of 2018[update], Seattle is the largest city in both the state of Washington and the Pacific Northwest region of North America. According to U.S. Census data released in 2018, the Seattle metropolitan area’s population stands at 3.87 million, and ranks as the 15th largest in the United States. In July 2013, it was the fastest-growing major city in the United States and remained in the Top 5 in May 2015 with an annual...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$159,339 to $264,611
Seattle, Washington area prices
were up 2.8% from a year ago

Investment Portfolio Manager, Sr. in Lansing, MI
Kevin Bakker, CFA, is co-head of high yield and a portfolio manager.
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Investment Portfolio Manager, Sr. in Abilene, TX
For understanding portfolio management (PM), it is important to understand the term ‘portfolio’, the meaning of PM, who is a portfolio manager, what does PM service involve, classification of PM services, objectives, and importance of PM.
December 08, 2019
Investment Portfolio Manager, Sr. in San Diego, CA
Every single time when you decide on what suitable investment portfolio to consider, stakes will be high.
January 08, 2020