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Investment Operations Associate (Temporal)

Investment Operations Associate (Temporal)

Zurich 56 Company LtdBarcelona, Cataluña, España
Hace 20 días
Descripción del trabajo

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Investment Operations Associate (Temporal)

124536

We Are Waiting for You

Hi there!

I am Laura , the recruiter for this position (and hopefully, your future colleague!).

First, a little bit about what I like the most about working at ServiZurich : The environment here is incredibly collaborative and innovative. Our tech-driven mindset fosters continuous learning and growth, creating an atmosphere where everyone can thrive. Now, I can't wait to share this exciting journey with you at the Zurich !

Let me take a wild guess : you’ve probably sifted through countless job offers today, and they all seem to blur together. Sound familiar? Well, here’s the scoop : At Zurich, we might not have all the answers (and we’re not striving for perfection!), but we’ve got something special. Curious? Keep reading!

First off, THANK YOU for considering our company. We understand that finding the right opportunity can be tough, but I’ll try to make it easier.

Who Are We?

Let me introduce us. You’re reading about Zurich Insurance Group , a global leader in insurance, but this role specifically pertains to ServiZurich. Established in Barcelona in 2006, ServiZurich operates as an integral part of Zurich Insurance Group, providing cutting-edge technological solutions and support to Zurich's local and global business units.

In addition to our technological solutions, we excel in investment, administration, and accounting, ensuring comprehensive support for Zurich's diverse operations.

What Can You Expect?

And you might be thinking : This is great, what will my day-to-day be like, at TDC? I’m glad you asked – I asked myself the same question at the time.

As an Investment Operations Associate (Temporal) , you will have the opportunity to :

  • Be responsible for correct daily processing, posting, and clearing of securities transactions, and income payments.
  • Handle timely month-end closing activities.
  • Calculate net asset value (NAV) for Unit Linked business and some non-Unit Linked portfolios.
  • Perform periodic reconciliation of securities holdings and cash accounts.
  • Provide support as a subject matter expert and business analyst for projects, internal initiatives, and country-specific customer demands by sharing your expertise in operations processing.
  • Assist in resolving operational day-to-day issues identified by the operations department or referred from other areas, ensuring high-quality, efficient service, including managing issues according to the Group Incident Management Policy.
  • Support the provision of key performance targets and KPIs to optimize business performance, focusing on automation and efficiency.

What Makes You a Great Fit?

While we’re not seeking perfection or expecting you to save the world, we believe that if you meet some of these requirements, you’ll be a fantastic fit for our team. We are waiting for you!

  • Bachelor’s degree (or equivalent) in Business Administration, Finance, or Accounting.
  • Master’s degree (or equivalent) in the same fields is preferred.
  • 4-5 years of practical experience in Investment Operations, Banking, or Insurance.
  • Fundamental knowledge of common asset classes, risks, and markets in traditional financial instruments.
  • Holding a CFA or similar certification is highly valued.
  • Technical skills in FSCM / FAM / TRM-SAP Treasury / Financial systems are preferred.
  • An independent worker who can take responsibility, lead by example, and enhance team knowledge and processes.
  • Strong client focus, analytical, and problem-solving skills.
  • Willingness to acquire new skills and share knowledge with the team.
  • Commitment to your role with a shareholder-value-oriented mindset.
  • What Makes Us Special?

    Along with a competitive salary and annual bonus , we offer :

  • Flexible working model to support work-life balance.
  • Over 300 euros for home office setup and additional monthly allowance.
  • Wide range of internal and external training, including language classes.
  • Ticket restaurant and health insurance with flexible options.
  • Life and accident insurance.
  • Collective retirement plan.
  • 2000 referral bonus for bringing talented colleagues.
  • Exclusive banking, insurance conditions, and employee discounts.
  • Benefits supporting diversity.
  • Various social clubs (hiking, investment, beach volleyball, etc.).
  • Looking to start or grow your career? Zurich offers a comprehensive career plan, global project opportunities, and mentorship from experts, helping you gain valuable experience and knowledge.

    Where Are We Located?

    Barcelona, Poblenou.

    We Are Waiting for You.

    If interested, apply by sending your CV in English .

    If not, no worries! Feel free to share my contact details with others who might be a good fit.

    At Zurich, we are an equal opportunity employer, committed to diversity and inclusion.

    We like to think outside the box, focusing on positives and asking, "What can go right?"

    Join us as we explore new ways to protect our customers and the planet.

  • Location : ES - Barcelona
  • Schedule : Full Time
  • J-18808-Ljbffr

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    Investment Associate • Barcelona, Cataluña, España

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