Investment Operations Associate (Temporal)

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:

• Responsible for correct daily processing, posting, and clearing of securities transactions, and income payments.
• Responsible for timely month end closing activities
• Net asset value (NAV) calculation for Unit Linked business and some non-Unit Linked portfolios.
• Periodic reconciliation of securities holdings and cash account holdings
• Provide regular support as a subject matter expert and business analyst to projects, internal initiatives and country-specific customer demands by providing know-how and expertise covering operations processing.
• Help resolving operational day-to-day problems identified by the operations department or referred from other functional areas, ensuring an efficient and high-quality service, including the management of issues according to the Group Incident Management Policy.
• Support the provision of key performance targets and Key Performance Indicators (KPI) to optimize business performance in line with set objectives around automation.

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 Business Administration, Finance or Accounting is preferred
• 4/5 years practical experience in Investment Operations, Banking, or Insurance
• Fundamental knowledge of most common asset classes in traditional financial instruments, risks, and markets
• Holding a CFA or similar certification would be highly valued.
• FSCM/FAM/TRM-SAP Treasury/ Financial technical skills is preferred.
• Independent worker who can take responsibility for the team, leads by example, strengthens the knowledge and competencies of the team members, and acts in defining high-quality closing processes.
• Client focus, combined with analytical and problem-solving skills.
• To be willing to gain new skills and experiences, but also share your knowledge across the team.
• To show commitment to your job and have a shareholder-value oriented mindset.
• Good Communication skills.

And… What Makes Us Special?

As well as a competitive salary and a yearly bonus, we offer:

• To support your work-life balance, we have adopted a flexible working model.
• Over 300 euros to set up your home office and additional monthly home office allowance.
• Wide range of internal and external trainings, including English and Spanish classes depending on the needs.
• Ticket restaurant and Health Insurance with the flexibility to exchange it for other benefits.
• Life and accident insurance.
• Collective Life retirement Plan
• 2000 referral bonus if you bring other talented people like you to the company.
• Special banking and insurance conditions plus Exclusive Employees discounts
• Functional diversity benefits
• Different social clubs such as hiking, investment, beach volley and many more

Looking for a place to start or further develop your career? This is for you! Zurich offers a comprehensive career plan providing a great opportunity to build and enhance your career from the start. You will have the chance to work on global projects, guided by experts and leveraging innovative technologies. Learn from very well-known experts in the field, ensuring you gain valuable experience and knowledge.

Where Are We Located?

Barcelona, Poblenou.

We Are Waiting for You.

It’s a match? Don’t wait any longer! Apply by sending your CV in English.

If not, no worries! We’ll meet again in the future. Feel free to share my contact details with anyone you think would be a great fit.

At Zurich, we are an equal opportunity employer. We attract and retain the best-qualified individuals available, regardless of race/ethnicity, religion, gender, sexual orientation, age, or disability.

ServiZurich – Your Talent, Our Strength

Why Zurich

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right? 

We are an equal opportunity employer who knows that each employee is unique - that’s what makes our team so great! 
Join us as we constantly explore new ways to protect our customers and the planet.
 

• Location(s):  ES - Barcelona 
• Remote working: Hybrid
• Schedule: Full Time
• Recruiter name: Laura Santamaría Rodríguez