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Senior Investment Operations Expert

109746

Our opportunity

 

As an Investment Operations Expert, Associate Director, you are as part of a global Change Delivery team implementing changes related to our core system in a most standardized and efficient way. You will provide operations expertise to the project team for changes related to operations related processes as trades processing, position maintenance processes (for example Corporate Actions),reconciliations of holding and cash positions or any other security financing solution in the market. You will be part of Operations community providing operational best practices, procedures and guidelines about all Investment Operations related matters and drive implementation in a most standardized and efficient way.

You will be part of Change Delivery Service team within Investment Solutions (Investment Admin & Accounting function).  The team is responsible for the delivery of all changes related to IAA core systems.  The team is working in a self-organized dedicated approach and has all the required roles to deliver a project in the Dedicated Team.   The team is empowered to organize their work, to manage project backlog, priority and resources.

 

Your role

 

 

As an Associate Director Investment Operations Expert your main responsibilities will involve

 

  • Acts as the Investment Operations expert in the Change Delivery team, to provide input, insights and expertise related to Operations related changes implemented within the team
  • Acts as the liaison between project team and BAU experts team for specific topic expertise
  • Ensure smooth handover and transition of new procedures to the business as usual in the Servicing team / Capability
  • Considers industry standards and technology solutions which minimize impacts/ limitations from an end user perspective
  • Reviews and approves process changes, leads communication to drive the change and oversees adaptation across all delivery teams by bringing the knowledge and functional skills to them
  • As a promoter, ambassador, power user trainer or process/product owner functionally directing the Operations community, chapter, squad
  • Drives standardization and automation to any extend feasible, measures progress and performance by KPIs
  • Develop and maintain functional trainings, use modern knowledge tools, documentation standards to fasten onboarding of new staff
  • Deputize other SME functions on operational duties such as transaction processing, position reconciliation, cash clearance, automation routines
  • Engage with clients at a senior level, addressing complex inquiries, providing strategic assistance, and resolving investment operations-related issues.
  • Provide specialist advice and help to address specific technical queries from internal clients and deliver appropriate solutions, in line with Zurich policies and processes and regulatory requirements
  • Drive key performance targets and Key Performance Indicators (KPI) in order to optimize business performance in line with set objectives around automation. 

 

Your Skills and Experience

 

As an Associate Director Investment Operations Expert your skills and qualifications will ideally include:

 

  • Master degree in Business Administration, Finance, Economics or equivalent postgraduate studies (e.g. CFA, CPA, CMA, ACCA).
  • >5 years’ of experience in investment operations or audit in a senior role overlooking
  • Subledger & General ledger systems / processes (SAP FAM would be an advantage)
  • Understanding Financial markets, products, risks, regulations
  • Communication, negotiation and presentation
  • Passionate self-working, very result oriented and able to manage multiple priorities
  • Analytical and conceptual thinking/ transformation
  • Managed/ lead of 3-5 mid-size projects or optimization initiatives in Investment Operations or played key role in there
  • Fluent English in written and oral (proficiency level)
  • Good base understanding of financial mathematics
  • Deep understanding of market processes, including trading, settlement, and risk management
  • IT affinity is a plus
  • Conceptual working, process design, story telling

 

Your Skills and Experience

 

As an Associate Director Investment Operations Expert your skills and qualifications will ideally include:

 

  • Master degree in Business Administration, Finance, Economics or equivalent postgraduate studies (e.g. CFA, CPA, CMA, ACCA).
  • >5 years’ of experience in investment operations or audit in a senior role overlooking
  • Subledger & General ledger systems / processes (SAP FAM would be an advantage)
  • Understanding Financial markets, products, risks, regulations
  • Communication, negotiation and presentation
  • Passionate self-working, very result oriented and able to manage multiple priorities
  • Analytical and conceptual thinking/ transformation
  • Managed/ lead of 3-5 mid-size projects or optimization initiatives in Investment Operations or played key role in there
  • Fluent English in written and oral (proficiency level)
  • Good base understanding of financial mathematics
  • Deep understanding of market processes, including trading, settlement, and risk management
  • IT affinity is a plus
  • Conceptual working, process design, story telling

 

Additional Information

 

Primary work location is Barcelona. You can apply by clicking on the button “Apply online”

 

Who we are  

  

Looking for a challenging and inspiring work environment where you can make a difference? At Zurich millions of individuals and businesses place their trust in our products and services every day. Our 53,000 employees worldwide form the basis of our success, enabling, businesses and communities to face a world of risk with confidence. Imagine if you could help people do this all over the world. You’d give them confidence and reassurance by protecting what they love most. It’s a big challenge, but you will be supported by a world-class team who believe in helping you to reach your full potential and deliver on our promises.  

   

Diversity & Inclusion 

 

At Zurich we are an equal opportunity employer.  We attract and retain the best qualified individuals available, without regard to race/ethnicity, religion, gender, sexual orientation, age or disability. 

 

So be challenged. Be inspired. Help us make a difference. 

You are the heart & soul of 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 highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas to encourage you to apply for new opportunities within Zurich when you are ready for your next career step. 

Let’s continue to grow together!

 

  • Location(s):  ES - Barcelona 
  • Remote working:
  • Schedule: Full Time
  • Recruiter name: Alvaro Gallego Zazo

Apply now »