Investment Operations Associate Director

Zurich Australian Insurance Ltd.; Santa Cruz de Tenerife; Presencial; EUR 45.000 - 80.000; Jornada completa

Descripción de la vacante

An established industry player seeks an Investment Operations Associate Director to lead processing and management of securities transactions. In this pivotal role, you'll oversee daily operations, ensuring timely and accurate transaction handling while providing insights and solutions to complex client queries. With a commitment to excellence, you'll drive performance targets and contribute to high-quality service delivery. If you have a strong background in financial markets and a passion for innovation, this opportunity offers a platform for professional growth and impact in a dynamic environment.

Servicios

Home office setup allowance

Monthly support

Internal training opportunities

Language classes

Employee discounts

Social events

Retirement plans

Insurance benefits

Formación

• 4-5 years of experience in Investment Operations or Financial Markets.
• Strong client focus and complex problem-solving abilities.

Responsabilidades

• Oversee processing and clearing of securities transactions.
• Act as a subject matter expert for operational processes.

Conocimientos

Investment Operations

Financial Markets

Banking

Analytical Skills

Problem-Solving

Stakeholder Management

CFA Certification

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, generating 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 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 automation objectives.

Your Skills and Experience

Ideally, as an Investment Operations Associate Director, you will have:

1. Bachelor’s degree (or equivalent) in Business Administration, Finance, or Accounting.
2. Master’s degree (or equivalent) in the same fields 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, risks, and markets.
5. Holding a CFA or similar certification is highly valued.
6. Ability to manage relationships with internal stakeholders, asset managers, custodians, and key partners.
7. Independent worker capable of leading by example, enhancing team knowledge, and establishing high-quality processes.
8. Strong client focus, analytical skills, and complex problem-solving abilities.
9. Willingness to learn new skills and share knowledge.
10. Commitment to the role with a shareholder-value mindset.
11. Ability to coordinate collaboration and develop departmental expertise.
12. Experience in training team members and new hires.
13. Proactive in improving controls and quality checks.
14. Engagement in the super user community.
15. Experience leading or supporting projects as a subject matter expert and project support.
16. Demonstrates commitment to corporate values and personal development.

Additional Education / Experience

• Experience in collaborative projects.
• Interest in languages and cross-cultural integration.
• Interest in investments and technology solutions.
• Home office setup allowance and additional monthly support.
• Various internal and external training opportunities, including language classes.
• Benefits including insurance, retirement plans, employee discounts, and social events.
• Location: 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 employees, and we aim to help you reach your full potential.

Diversity & Inclusion

We are an equal opportunity employer committed to diversity and inclusion.

You are the heart & soul of Zurich!

We value innovation, positivity, and internal growth opportunities. We encourage you to apply for new roles within Zurich to advance your career.