Investment Operations Associate Director

Zurich Australian Insurance Ltd.; Marbella; Presencial; EUR 40.000 - 80.000; Jornada completa

Descripción de la vacante

Join a forward-thinking company as an Investment Operations Associate Director, where you'll lead the processing and management of financial transactions. This role offers the chance to leverage your expertise in investment operations and financial markets while collaborating with diverse teams. Enjoy a dynamic work environment with opportunities for professional growth, including extensive training programs and a supportive culture that values innovation and teamwork. Your contributions will help shape the future of financial services, making a real impact on clients and stakeholders alike.

Servicios

Home office setup allowance

Monthly home office allowance

Free English and Spanish classes

Life, accident, and health insurance

Collective life retirement plan

Referral bonus for new hires

Exclusive employee discounts

Events like summer and Christmas parties

No dress code

Formación

• 4-5 years of experience in Investment Operations or Financial Markets.
• CFA or similar certification is highly valued.

Responsabilidades

• Oversee processing and clearing of securities transactions.
• Act as a subject matter expert for complex client queries.

Conocimientos

Investment Operations

Financial Markets

Analytical Skills

Problem Solving

Client Focus

Educación

Bachelor's degree in Business Administration

Master's degree in Finance

Descripción del empleo

Investment Operations Associate Director

Our opportunity

The main responsibility of this role is to perform and oversee 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 to 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:

1. 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.
2. Responsible for timely month-end closing activities.
3. Periodic reconciliation of securities holdings and cash account holdings.
4. Provide regular support as a subject matter expert and senior business analyst to projects, internal initiatives, and country-specific customer demands by providing know-how and expertise covering operations processing.
5. Help resolve operational complex day-to-day problems identified by the operations department or referred from other functional areas, ensuring efficient and high-quality service, including managing issues according to the Group Incident Management Policy.
6. Support the provision of key performance targets and KPIs to optimize business performance in line with set objectives around automation.

Your Skills and Experience

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

1. Bachelor’s degree (or equivalent) in Business Administration, Finance, or Accounting.
2. Master’s degree (or equivalent) in Business Administration, Finance, or Accounting is preferred.
3. 4-5 years of practical experience in Investment Operations, Financial Markets, Banking, or Insurance FSCM / FAM / TRM-SAP Treasury / Financial technical skills is preferred.
4. Fundamental knowledge of common asset classes in traditional and non-traditional financial instruments, risks, and markets.
5. Holding a CFA or similar certification would be highly valued.
6. Manage relationships with internal stakeholders, key business partners, asset managers, and custodians.
7. An independent worker capable of taking responsibility for the team, leading by example, and enhancing team knowledge and competencies.
8. Client focus, combined with analytical and complex problem-solving skills.
9. Willingness to acquire new skills and share knowledge across the team.
10. Commitment to your job and a shareholder-value-oriented mindset.
11. Coordinate collaboration across the team and develop expertise within the department.
12. Train other team members and new joiners on specific expertise.
13. Validate and continuously improve controls and quality checks as part of the closing process and internal frameworks.
14. Proactively contribute to the super user community.
15. Lead/support department projects and internal initiatives as a subject matter expert, senior business analyst, and project manager support.
16. Model behaviors demonstrating commitment to corporate values.
17. Manage personal development and encourage others to do the same.

Additional Education / Experience

1. Experience in collaborative projects.
2. Keen on languages and cross-cultural integration.
3. Interested in investments and exploring technology solutions.
4. Over 300 euros to set up your home office and additional monthly home office allowance.
5. Wide range of internal and external trainings, including free English and Spanish classes based on needs.
6. Ticket restaurant or flexibility to exchange it for other benefits.
7. Life, accident, and health insurance.
8. Collective life retirement plan.
9. 2000 euro referral bonus for bringing talented people.
10. Special banking and insurance conditions plus exclusive employee discounts.
11. Functional diversity benefits.
12. Events: summer and Christmas parties, activities like hiking, beach volleyball, and more.
13. No dress code.

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

Who we are

Looking for a challenging and inspiring work environment where you can make a difference? At Zurich, millions trust our products and services daily. Our 53,000 employees worldwide help businesses and communities face risks confidently. Imagine helping people globally—giving them confidence by protecting what they love. Support from a world-class team will help you reach your full potential and fulfill our promises.

Diversity & Inclusion

At Zurich, we are an equal opportunity employer, attracting and retaining top talent regardless of race, ethnicity, religion, gender, sexual orientation, age, or disability.

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

You are the heart & soul of Zurich!

We think outside the box and challenge the status quo. We focus on positives and ask, "What can go right?" We value employee experience and offer opportunities across business areas for career growth within Zurich.