Capital and Liquidity Management Analyst

Zurich is currently looking for a Capital and Liquidity Management Analyst in the Planning & Performance Management Team (PPM) who will report to the Director of ZNA Capital and Liquidity Management and work out of our Schaumburg, IL or Chicago, IL offices.

The Capital and Liquidity Management analyst is responsible for analyzing the ZNA capital and balance sheet position, developing cash remittance and solvency plans/forecasts, preparation of the North America Balance Sheet Committee material and providing solvency information to support the Rating Agency capital models. To be successful, this role will require support from teams across Zurich, both from ZNA and Group functions, and the ability to build relationships and coordinate deadlines and deliverables is essential.

Additional responsibilities will include:

• Leveraging resources and expertise from individual teams across ZNA Actuarial, PPM and FAR to deliver successfully on the accountabilities of the role
• Developing the balance sheet, cash remittance and liquidity projections working together with the Director of Capital and Liquidity Management
• Through an understanding of the ZNA/Group operating model and North American Insurance Market, support the development of Rating Agency presentations on behalf of the ZNA CEO and CFO
• Supporting the redesign of complex procedures or processes to address business issues, including enhancing the forecasting of capital and surplus ratio position for ZNA
• Supporting the execution of complex balance sheet and liquidity transactions between North America legal entities and with Group Home Office
• Develop a process for tracking treasury and liquidity metrics including cashflow forecasting and planning
• Support the Director of Capital and Liquidity Management with presentation material for New York Insurance Regulator (NY DFS) quarterly update meetings and North America Balance Sheet Committee meetings

Basic Qualifications:

• Bachelor’s Degree and 6 or more years of experience in the Accounting or Finance area
  OR
• High School Diploma or Equivalent and 8 or more years of experience in the Accounting or Finance area
  OR
• Zurich Certified Insurance Apprentice, including an Associate Degree with 6 or more years of experience in the Accounting or Finance area
  AND
• Advanced knowledge of and experience with treasury principles and treasury transactions / accounting

Preferred Qualifications:

• CPA / CPCU / CFA / CTP
• MBA
• Insurance industry experience
• Project management experience
• Leadership experience
• Strong verbal and written communication skills

At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here. Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply as they will be considered based on their experience, skills, and education. The compensation indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The proposed salary range for this position is $94,100.00 - $154,000.00, with short-term incentive bonus eligibility set at 15%.

A future with Zurich. What can go right when you apply at Zurich?

Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500®. Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more.

Zurich in North America is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. 

Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. 

Location(s): AM - Schaumburg, AM - Chicago
Remote Working: Hybrid
Schedule: Full Time
Employment Sponsorship Offered: No  
 
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