Investment Analyst (Reporting & Analytics)

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

Descripción de la vacante

A leading insurance firm in Barcelona seeks an Investment Analyst to work within their Reporting & Analytics team. The successful candidate will analyze investment data, lead reporting cycles, and build actionable insights for business decisions. A Bachelor’s degree in Finance or related fields and strong analytical skills are required. This role offers a competitive salary, flexible working model, and various employee benefits.

Servicios

Flexible working model

Health insurance

Life and accident insurance

Training programs

Ticket restaurant

Referral bonus

Exclusive employees discounts

Formación

• 4–5 years’ experience in financial data analysis and business analytics.
• Strong grasp of investment products, financial markets, and accounting principles.
• Fluent in written and spoken English; additional languages a plus.

Responsabilidades

• Analyze investment data to support business decision-making.
• Lead quarterly reporting cycles and prepare insights for management.
• Build and enhance investment reports, dashboards, and analytics.

Conocimientos

Analytical skills

Data visualization

Communication skills

Collaborative mindset

Educación

Bachelor's or Master’s degree in Finance, Economics, Business Administration

Herramientas

Power BI

Tableau

SQL

Python

Descripción del empleo

Investment Analyst (Reporting & Analytics)

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 passionate about data, analytics, and driving business improvement? Do you thrive in a collaborative, innovative environment and want to help shape the future of investment management at a leading global insurer? If so, this could be your next step!

As an Investment Analyst in our global Reporting & Analytics team within Group Investment Management, you\’ll work at the heart of Zurich\'s investment strategy. You\'ll partner with business users across countries to understand their analytical and reporting needs, translating these requirements into effective solutions that support decision-making and drive performance. You will analyse interrelationships of business processes, complex data and financial systems, define IT specifications and implement reporting front-end solution for our global end user base.

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 aInvestment Analyst (Reporting & Analytics) you will have the opportunity to:

• Analyze investment data: Deliver insightful analysis to support business decision-making.
• Lead quarterly reporting cycles: Actively participate in quarterly external and internal reporting cycles, preparing materials and insights for executive management, investor relations, rating agencies, and regulators.
• Analyze and present KPIs: Analyze, interpret, and present key performance indicators
• Build impactful reports: Develop, maintain, and enhance regular and ad-hoc investment reports, dashboards and analytics using leading business intelligence tools. Adapt solutions to evolving business needs.
• Translate data into action: Interpret complex financial information and transform it into clear, actionable insights for stakeholders.
• Champion data quality: Ensure accuracy across reporting tools by performing robust control checks and thorough result analysis.
• Shape solutions: Assess business requirements for reporting and analytics, translating them into functional and technical specifications.
• Support compliance: Promote risk management and ensure governance with internal and external standards.
• Communicate clearly: Present findings and recommendations in a way that resonates with both technical and non-technical audiences.
• Innovate: Assist in developing new analytical tools and frameworks to drive business performance.
• Lead and support BI initiatives: Drive and contribute to projects that enhance existing or introduce new business intelligence solutions.
• Drive continuous improvement: Streamline reporting processes, services, and infrastructure, with a focus on automation and efficiency.
• Empower users: Provide support and training to end-users for their reporting needs.
• Collaborate: Work closely with key stakeholders, including Investment Management, Finance and PPM teams, to identify and address reporting needs
• Work alongside experts in various technological domains.
• Enhance your skills with real-world experience
• Contribute to a team that values your input and creativity.

Your role will involve building relationships with:

• Local, regional, and group-level stakeholders
• Investment back-office and middle-office teams
• Market and Master Data teams
• IT teams

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!

Education:

• Bachelor\'s or Master\'s degree in Finance, Economics, Business Administration, or related field
• Strong grasp of investment products, financial markets, and accounting principles (IFRS, GAAP)
• Fluent written and spoken English; additional languages a plus
• Professional certifications (CIIA, CFA, CPA, CMA, ACCA) are an advantage

Technical skills:

• 4–5 years’ experience in financial data analysis and business analytics, ideally within investment management
• Experience in controlling, forecasting and planning processes
• Advanced analytical, quantitative, and problem-solving skills
• Experience in data visualization tools is highly valued (Power BI, Tableau)
• Coding skills (preferably SQL, Python) are a plus
• Experience in data management (quality control, modeling, warehousing, governance) is an asset
• Familiarity with ERP systems (SAP BW, FAM/TRM, FICO) is beneficial

Personal skills:

• Collaborative mindset; comfortable working with multicultural teams
• Clear and confident communicator with strong presentation skills
• Creative thinker with intellectual curiosity
• Ability to manage multiple tasks and deadlines—detail-oriented and precise
• Strong self-management and resilience under pressure

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.

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
• Schedule: Full Time