Junior Planning and Investment Results Analyst

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?

Are you looking for an exciting new challenge in 2026? Would you be interested in working in a stimulating and dynamic environment? Join the Spain and Portugal Investment Management team!

If you like quantitative analysis, you have a curious and innovative mindset and you are looking for a position that provides an excellent platform for personal and professional growth, then we want to talk to you about joining the Investment Analysis team in Investment Management Spain & Portugal.

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

As a Planning and Investment Results Analyst you will have the opportunity to:

• Work within the Planning and Investment results team collaborating in Net Investment Income planning and forecasting, including investment results follow-up and deviations analysis.
• Handle investment expense processes.
• Prepare reports and documentation for local Investment Committees and other stakeholders.
• Support the team manager in the analysis of new products, regulations, or investment proposals.
• Drive automation and process improvement, including database maintenance, control implementation, and reporting enhancements.
• Work alongside experts in various technological domains.
• Enhance your skills with real-world experience
• Contribute to a team that values your input and creativity.

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!

• Master’s degree in finance, Econometrics, Actuarial Sciences, Mathematics or Statistics. CFA or FRM certification preferably.
• Understanding of financial assets and their risk characteristics, coupled with an interest in capital markets.
• Understanding of accounting principles for financial assets and derivatives.
• High proficiency in Microsoft Office, especially Excel (comfortable working with data, formulas, pivot tables) and PowerPoint (clear and structured presentations)
• Ability to handle data with attention to detail, ensuring accuracy and consistency in all deliverables.
• Good communication skills and ability to collaborate with different teams.
• Preferably, knowledge of programming and database management.

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 

Where Are We Located?

Via Augusta, Barcelona.

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