Loan Servicing Portfolio Manager - Remote

# Director, CLO Analytics & ComplianceUSAID: 9385---## Job DescriptionSymetra has an exciting opportunity to join our team as **Director, CLO Analytics & Compliance!****About the role**SIM is searching for an experienced Director of CLO Portfolio Analytics and Compliance professional to support the growing CLO Platform, which is managed within the $2.5B Leveraged Loan and High Yield Group. SIM’s parent organization has committed significant capital to support the launch and continued growth of the CLO program. The CLO platform is a significant new business line for the firm as it further expands into the management of third-party assets. This individual will oversee the services we outsource specifically to all broadly syndicated leveraged loan and CLO workflows that a Collateral Manager must perform. Additionally, this individual will provide systems and analytical support to senior management and should be detail-oriented, prepared to work in a fast-paced environment working closely with the Senior CLO Portfolio Manager, Head Trader and Head of Research and the broader credit team with daily deadlines, and have a proven ability to work with external service providers (All Vue, IQEQ, Rating Agencies and Auditors).**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*** Perform oversight and governance of all systems, analytics and compliance aspects of the CLO business, including oversight of outsourced services and Trustee relationship management.* Manage bank loan trade settlements with the outsourced vendor while ensuring accurate posting of trades on internal systems.* Monitor all trades within the CLOs on a pre-settlement basis to ensure compliance with the CLO Indenture requirements.* Test and validate new compliance models as per the CLO Indenture; providing feedback to Middle Office Service provider and Trustee as needed.* Manage internal/external inquiries and reporting requests, prepare monthly metrics and reporting for senior management review.* Work closely with our Middle Office Service provider and Trustees to ensure all trade events, Rating Agency actions, and cash movements are gathered and reconciled for all reporting requirements.* Oversee cash and position breaks with trustees and internal/external operational teams.* Review Monthly and Quarterly Trustee Reports for accuracy and completeness, supervising the tie-out process to ensure timely delivery.* Verify quarterly waterfall calculations to ensure correct distributions.* Liaise between investment team and technology vendor to troubleshoot issues and prioritize enhancement requests.* Support new fund launches by managing operations from the warehousing stage through Closing Date and Effective Date, including approval of Flow of Funds.* Establish proper controls and create efficiencies to mitigate risk and improve processes.* Liaise between investment team and technology vendor to troubleshoot issues and prioritize enhancement requests.* Manage strategic projects and initiatives as well as prioritize information technology needs and requirements in the development of an industry-leading CLO platform.**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.* 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 and long-term incentive**Who you are*** 7+ years in CLO Analytics, Compliance and Loan Systems at a buy-side CLO firm, trustee, CLO middle office service provider, or CLO accounting firm.* Strong knowledge and understanding of the leveraged loan bank loan processing ecosystem.* Excellent verbal and written communication skills.* Attention to detail and a self-starter.* Ability to implement tasks and projects in a fast-paced environment.* Proven ability to work with external service providers.**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: 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#LI-Hybrid #J-18808-Ljbffr