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Zurich Australian Insurance Ltd.; Tarragona; A distancia; EUR 70.000 - 90.000; Jornada completa

Descripción de la vacante

A leading company in insurance is seeking an Investment Operations Associate Director in Barcelona. The role involves overseeing transaction processing, providing expertise in operations, and ensuring high-quality service. Ideal candidates will have a degree in Business or Finance and significant experience in investment operations. The position offers opportunities for professional growth, a supportive environment, and various benefits.

Servicios

Home office setup allowance

Access to training and language classes

Insurance and retirement plans

Discounts on services

Participation in company events

Formación

• 4-5 years of experience in Investment Operations or Financial Markets.
• Ability to manage relationships with stakeholders and asset managers.

Responsabilidades

• Oversee processing and clearing of securities transactions.
• Support month-end closing activities and reconciliation of holdings.
• Act as a subject matter expert for operational issues.

Conocimientos

Analytical

Problem-Solving

Client-Focused

Leadership

Educación

Bachelor’s degree in Business Administration

CFA or similar certification

Descripción del empleo

The main responsibility of this role is to perform and oversee the processing, posting, and clearing of transactions, payments, and corporate actions to ensure correct, complete, and timely position management for standard clients and processes. Performs and oversees control activities for complex clients and processes in accordance with required timelines.

Acts as a subject matter expert for a complex topic.

Your role

As an Investment Operations Associate Director, your main responsibilities will involve :

• Responsible for correct daily processing, posting, and clearing of securities transactions and income payments. Generate insights and recommendations by addressing complex technical queries from clients and delivering appropriate solutions.
• Responsible for timely month-end closing activities.
• Periodic reconciliation of securities holdings and cash account holdings.
• Provide support as a subject matter expert and senior business analyst to projects, initiatives, and customer demands by providing expertise in operations processing.
• Help resolve operational problems identified by the operations department or other functional areas, ensuring efficient and high-quality service, including issue management per Group policies.
• Support the achievement of key performance targets and KPIs to optimize business performance, focusing on automation.

Your Skills and Experience

Ideally, you will have :

• Bachelor’s degree (or equivalent) in Business Administration, Finance, or Accounting.
• 4-5 years of practical experience in Investment Operations, Financial Markets, Banking, or Insurance FSCM / FAM / TRM-SAP Treasury / Financial technical skills is preferred.
• Knowledge of common asset classes, financial instruments, risks, and markets.
• Holding a CFA or similar certification is highly valued.
• Ability to manage relationships with internal stakeholders, asset managers, and custodians.
• Independent worker with leadership qualities, capable of training team members and improving processes.
• Client-focused with analytical and problem-solving skills.
• Willing to learn new skills and share knowledge.
• Committed to your role with a shareholder-value mindset.
• Ability to coordinate collaboration and develop expertise within the department.
• Proactive in contributing to the community and internal initiatives.

Additional Education / Experience

• Experience in collaborative projects.
• Interest in languages and cross-cultural integration.
• Keen on investments and exploring technology solutions.
• Home office setup allowance and additional monthly allowance.
• Access to training, language classes, and benefits like insurance, retirement plans, and discounts.
• Participation in company events and informal dress code.

Primary work location is Barcelona, Via Augusta. Please apply with your CV in English.

Who we are

At Zurich, we offer a challenging environment where you can make a difference. Our success is built on our 53,000 employees worldwide, supporting individuals and businesses in managing risks confidently. Join us to help people worldwide and reach your potential with a supportive team.

Diversity & Inclusion

We are an equal opportunity employer, committed to diversity and inclusion regardless of race, ethnicity, religion, gender, sexual orientation, age, or disability.

You are the heart & soul of Zurich!

We value innovative thinking and the experience of our employees, offering opportunities to grow within Zurich. Apply now for your next career step.

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