Investment Analyst

Zurich 56 Company Ltd; Barcelona; Presencial; EUR 40.000 - 60.000; Jornada completa

Descripción de la vacante

Join a leading investment team at Sabadell Zurich, where you'll analyze investment portfolios, support ESG integration, and conduct thorough fund research. This role offers a hybrid work model, excellent benefits, and opportunities for professional growth.

Servicios

Hybrid work model

Insurance discounts

Free health insurance

Access to LinkedIn Learning

Flexible remuneration options

26 vacation days plus birthday off

Formación

• 3+ years of experience in a related field, preferably within an insurance company.
• Expertise in fund selection and investment management.

Responsabilidades

• Analyze and oversee investment portfolios to outperform benchmarks.
• Conduct research and due diligence on funds across all asset classes.
• Support development of the ESG integration approach for unit-linked assets.

Conocimientos

Team-oriented

Proactive

Excellent communication

Educación

Bachelor’s degree in mathematics, statistics, engineering, physics

MSc in quantitative finance

Descripción del empleo

Looking for a career that will excite, challenge, and inspire you?

Join the Sabadell Zurich investment team!

Sabadell Zurich is an entity born from the alliance between Banc Sabadell and Zurich for the distribution of insurance through banking channels.

At Sabadell Zurich, we have two different origins, but one single purpose: TO CARE.

Your responsibilities

You will be working within the Unit Linked & Pension Funds team with the responsibility to analyze and oversee investment portfolios to outperform benchmarks and/or performance targets, ensuring risk-return profiles adhere to portfolio guidelines, are in line with risk appetite, and aligned with the investment strategy and constraints.

As an investment analyst reporting to the Head of Unit Linked & Pension Funds, your key tasks & accountabilities will be:

• Support development and implementation of the unit-linked investment strategy.
• Support development of the ESG integration approach for unit-linked assets in collaboration with the UL central team.
• Conduct research and due diligence on funds across all asset classes, including alternative investments.
• Oversee the performance of existing funds/ETFs to outperform reference benchmarks in various market conditions.
• Perform and document fund selection and ESG analyses within the retail fund universe.
• Analyze asset classes and market sectors to assess their relative performance and recommend portfolio adjustments.
• Assist in performance attribution analysis to explain differences between portfolio and benchmark returns.
• Identify attractive investment opportunities and trends, as well as undesirable style drifts or adverse developments.
• Stay informed on local and global markets and macroeconomic factors affecting investment strategies to support decision-making.

Your Skills and Experience

Ideally, your skills and qualifications will include:

• Bachelor’s degree in mathematics, statistics, engineering, physics with an economic background; actuarial science & finance, economics with strong quantitative skills.
• MSc in quantitative finance, financial markets, or CFA qualification is a plus.
• 3+ years of experience in a related field, preferably within an insurance company.
• Expertise in fund selection.
• Experience in investment management and risk/return indicators.
• Deep knowledge of capital markets, financial products, and economic theory.
• Team-oriented, proactive, positive attitude, enthusiasm for financial markets.
• Excellent communication skills in English; Spanish is a plus but not required.

Advantages and Discounts for Sabadell Zurich Employees

We offer numerous benefits to support your well-being and growth:

• Flexibility: Hybrid work model with remote options after the first month.
• Insurance discounts: Up to 70% on life, 40% on home, 30% on car insurance.
• Free health insurance with Sanitas for you, with discounts for loved ones.
• On-site free parking, bicycle, and electric scooter spaces.
• Variety of wellness spaces and activities, including yoga, pilates, physiotherapy.
• Access to LinkedIn Learning for professional development.

Benefits of Being Part of Zurich Group

Enjoy additional perks such as:

• Flexible remuneration options.
• Restaurant card on top of salary.
• 26 vacation days plus your birthday off.
• Retirement plan from the first year.
• Discounted phone and internet services.
• Community activities like running clubs and English classes.

We are committed to changing the way we do insurance and are looking for talented, passionate individuals to join us. Zurich Group promotes equal employment opportunities.