• Job Description

  Req#: 8416

  Description

  Symetra has an exciting opportunity to join our team as an Investment Compliance Intern!

  About the program

  At Symetra, we share a deep commitment in bringing value to underserved communities and people and helping them take steps toward financial freedom. That’s our way of describing people that can be and to do what they value. Our interns work on real, meaningful projects that contribute toward our goal, and are an important part of our Symetra community.

  The internship duration is 12 weeks running from May 19 – August 8, 2025.

  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 $63.7 billion in assets as of December 31, 2023, 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 2.1 million customers and over 2,500 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 $318.4 billion of assets as of March 31, 2024 . SIM currently plans to enter the third-party investment management market in the short to intermediate term.

  Your responsibilities may include

  • Drafting or editing of policies, procedures, and committee presentations

  • Compiling analysis for regulatory filings

  • Aiding with policy and procedure testing

  • Assisting the SIM CCO in demonstrating that compliance controls are functioning as designed

  • Aggregating data needed for legal analysis

  • Preparing presentations for Management

  • Other ad-hoc tasks as needed

  Qualifications

  Your education, experience, and skills

  • Current students enrolled in college courses or law school – undergraduate students must be of junior or senior status

  • Relevant majors include Business, Pre-Law, or Finance

  • Strong analytical, problem-solving, and communication skills

  • Strong technical/ computer skills – experience with Excel and PowerPoint a must

  • Demonstrated success in team environment

  • Detail-oriented, self-motivated, and able to multi-task

  What we offer you

  We ship you a laptop and any other equipment necessary for a successful internship.

  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 with a Social Security number at hire and must maintain authorization to work in the United States throughout their employment with our company.

  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

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• About the company

  Symetra is a United States-based family of companies providing retirement plans, employee benefits, annuities and life insurance through independent distributors nationwide.

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