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Investment Fund Analyst Jobs (NOW HIRING)

Symetra

Sr Investment Fund Analyst

Bellevue, WA · On-site

$109K - $148K/yr

About the Role The Senior Investment Fund Analyst will focus on a variety of activities related to Fund Administration, including investor and portfolio management reporting, investor communication ...

Symetra Financial Corporation

$109K - $148K/yr

About the Role The Senior Investment Fund Analyst will focus on a variety of activities related to Fund Administration, including investor and portfolio management reporting, investor communication ...

Initio Capital

Fund Analyst

Manhattan, NY · Hybrid

$145K - $185K/yr

It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career fund and investment analysis roles. Actual openings vary depending on ...

Caresoft Inc.

Investment Fund controller

Wilmington, DE · On-site

$40 - $41/hr

Review NAVs of the firm's alternative investment fund products, including detailed review and analysis of key reconciliations and fee calculations. * Facilitate cash management decision making for ...

Career Launch AI

Senior Fund Analyst

San Francisco, CA · On-site

$140K - $185K/yr

Position Overview Senior Fund Analysts support investment and fund management teams by performing in-depth analysis of fund performance, portfolio allocations, and risk exposures. The role blends ...

Career Launch AI

Senior Fund Analyst

Manhattan, NY · On-site

$140K - $185K/yr

Position Overview Senior Fund Analysts support investment and fund management teams by performing in-depth analysis of fund performance, portfolio allocations, and risk exposures. The role blends ...

Career Launch AI

Venture Fund Analyst

Manhattan, NY · On-site

$90K - $130K/yr

Role Overview Venture Fund Analysts support the investment and fund management operations of venture capital firms. The role blends deal analysis with fund-level responsibilities, including portfolio ...

Initio Capital

Hedge Fund Analyst

Manhattan, NY · Hybrid

$145K - $185K/yr

Job Summary Hedge Fund Analyst Initio Capital Part-time, Full-time, Contract, Temporary, Internship ... public markets investment roles. Actual openings vary depending on employer needs. For more ...

Initio Capital

Junior Fund Analyst

Manhattan, NY · Hybrid

$145K - $185K/yr

It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career fund and investment analysis roles. Actual openings vary depending on ...

SEI Investments

Supervisor, Investment Fund Services

Oaks, PA · On-site

$70K - $96K/yr

... on our Investment Fund Services accounting team. Our primary goal is to provide exceptional ... You will also train and supervise the accounting analysts on the team. What you will do: * Your ...

Career Launch AI

Hedge Fund Analyst

Manhattan, NY · On-site

$150K - $200K/yr

Hedge Fund Analyst (Entry-Level) - Career Launch AI Talent Network Location: New York, NY or ... Prepare written investment notes, internal memos, and trade rationales. * Present analyses and ...

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Investment Fund Analyst information

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$35K

$85.8K

$133K

How much do investment fund analyst jobs pay per year?

As of Sep 11, 2026, the average yearly pay for investment fund analyst in the United States is $85,807.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,500.00 and $99,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an investment fund analyst?

To thrive as an Investment Fund Analyst, you need strong quantitative analysis, financial modeling, and research abilities, typically backed by a degree in finance, economics, or a related field. Proficiency in tools such as Excel, Bloomberg Terminal, and knowledge of portfolio management systems or relevant certifications like CFA are commonly required. Attention to detail, critical thinking, and effective communication skills help you interpret data and present insights to stakeholders. These competencies are vital for making informed investment recommendations and supporting the financial success of funds.

What are some common challenges investment fund analysts face when evaluating new investment opportunities?

Investment Fund Analysts often encounter challenges such as gathering comprehensive and reliable data on potential investments, especially in emerging markets or less transparent sectors. They must also carefully balance risk and return, often under tight deadlines and with evolving market conditions. Additionally, synthesizing large volumes of complex financial information into clear, actionable recommendations for portfolio managers requires strong analytical and communication skills. Collaboration with other analysts, portfolio managers, and external partners is essential to ensure all perspectives are considered during the evaluation process.

What is the difference between Investment Fund Analyst vs Investment Analyst?

AspectInvestment Fund AnalystInvestment Analyst
CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are commonSimilar credentials; CFA preferred, bachelor's degree required
Work EnvironmentWorks mainly in asset management firms, mutual funds, hedge fundsWorks in investment banks, asset management, or financial advisory firms
Job FocusAnalyzes and manages specific investment funds, monitors fund performanceResearches and analyzes a variety of securities and investment opportunities

While both roles require strong analytical skills and similar qualifications, Investment Fund Analysts focus specifically on managing and analyzing investment funds, whereas Investment Analysts have a broader scope, evaluating various securities and investment opportunities across different asset classes.

How much do investment fund analysts make?

Investment fund analysts typically earn a median annual salary of around $80,000 to $100,000, with entry-level positions starting lower and experienced analysts earning more. Compensation can include bonuses and performance incentives, especially in larger firms or with specialized skills such as financial modeling and data analysis.

What does an investment fund analyst do?

An investment fund analyst evaluates the performance and potential of investment funds by analyzing financial statements, market trends, and economic data. They prepare reports, make investment recommendations, and monitor fund performance using tools like Excel and financial modeling software, often requiring relevant certifications such as CFA.
More about Investment Fund Analyst jobs

What are popular job titles related to Investment Fund Analyst jobs?

For Investment Fund Analyst jobs, the most frequently searched job titles are:

Investment Fund Analyst jobs near you
Infographic showing various Investment Fund Analyst job openings in the United States as of September 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution, with an average salary of $85,807 per year, or $41.3 per hour.

Sr Investment Fund Analyst

Bellevue, WA • On-site

Symetra
Insurance Services • 5 - 10K employees
Learn more about Symetraexternal

$109K - $148K/yr

Other

Retirement

Posted 13 days ago

Symetra rating

8.7

Company rating: 8.7 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

Job description

Symetra has an exciting opportunity to join our team as a Sr. Investment Fund Analyst!

About the Role

The Senior Investment Fund Analyst will focus on a variety of activities related to Fund Administration, including investor and portfolio management reporting, investor communication, accounting, performance, attribution, and compliance.

This is a remote role with required travel to the Farmington, CT office for in-person events a few times per year.

Company Overview

Symetra Investment Management ("SIM") is a SEC-registered investment advisory firm with approximately $93.8 billion in assets under management as of June 30, 2026. Symetra Financial Corporation, a diversified financial services company with $77.9 billion in assets as of December 31, 2025, headquartered in Bellevue, Washington.Symetra Financial Corp. is the holding company of Symetra Life Insurance Company, which was founded in 1957. Symetra Life 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, 2025) and has approximately 5.5 million customers and over 3,200 employees nationwide.

Corporate Parent Company: 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 51.6 trillion ($322.6 billion) of assets (March 31, 2026).

What You Will Do

  • Investment Analysis and Reporting: Gather and analyze investment data to prepare reports on the fund's investment portfolio. Work with the investors, accounting provider and various internal teams to produce accurate, timely and meaningful investment reports. This includes overseeing an annual audit and creation of audited financial statements.
    Investor Relations: Communicate with investors; receive and process redemption and subscription orders; acknowledge and report on transaction activity; track investor units, transactions and P&L
  • Fund Accounting: Oversee external Investment Accounting Service team. Review journal entries and NAV calculations; account for fund expenses; distribute income to investors
  • Investment Compliance: Monitor compliance with fund term sheet, including investment guidelines. Assist with monitoring Investment department adherence to policies and procedures.
  • Investment Operations Support: Assist the Investment Operations Team in all areas including reconciliations, trade entry, matching and settlement, daily deliverables, and policy and procedure documentation.
  • Special Projects: Participate in project teams as relevant. Strive to improve efficiency and reliability of cash and investment records, disclosures and reports. Work to improve and streamline investment infrastructure and processes.

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%
  • Self-Managed Time Away along with paid holidays
  • Give back to your community and double your impact through our company matching
  • Want more details? Check out Symetra Benefits Overview

Compensation

Salary Range: Min $109,000 - Max $148,000 plus eligibility for annual bonus program.

Who you are

  • Bachelor's degree or equivalent work experience.
  • 8+ years of experience in Investment Operations/Fund Administration
  • Excellent written and verbal communication skills.
  • Demonstrates attention to detail while being analytically oriented.
  • Ability to multi-task and to work both independently and in a team environment.
  • Continuously exhibit a high level of motivation and initiative. Results focused.
  • Ideal candidate must have versatility and flexibility to assist with coverage of other team members.
  • Candidate is expected to look at policies and processes and provide recommendations for improvement and automation.
  • Candidate must have a strong technology focus and have interest and ability to use technology to automate repetitive tasks.
  • Bloomberg or other trade order management system experience.
  • Simcorp Dimension or other investment accounting system experience.
  • Strong Excel skills required; experience with Python and other data analytics or programming tools is a plus.
  • Previous experience with Fund Accounting for Unit Trusts
  • PowerBI or similar reporting application.
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
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.
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

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