Investment Operations Associate Director

Zurich 56 Company Ltd; Tossa de Mar; Presencial; EUR 45.000 - 85.000; Jornada completa

Descripción de la vacante

An established industry player is seeking an Investment Operations Associate Director to lead and oversee transaction processing and client management. This role is pivotal in ensuring timely and accurate operations while providing insights and solutions to complex queries. You will collaborate with various stakeholders, manage operational challenges, and contribute to key performance targets. Join a dynamic team that values your expertise and fosters a culture of continuous improvement and personal development. If you are passionate about finance and ready to make a significant impact, this opportunity is for you.

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

Exclusive employee discounts

Events and team activities

No dress code

Formación

• 4-5 years of experience in Investment Operations or Financial Markets is preferred.
• Strong knowledge of asset classes and financial instruments.

Responsabilidades

• Oversee processing and clearing of securities transactions and income payments.
• Support projects and initiatives as a subject matter expert.

Conocimientos

Investment Operations

Financial Markets

Analytical Skills

Problem-Solving Skills

Client Focus

Educación

Bachelor’s degree in Business Administration, Finance, or Accounting

Master’s degree in Business Administration, Finance, or Accounting

Herramientas

SAP Treasury

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:

• Responsible for correct daily processing, posting, and clearing of securities transactions, and income payments. Generates 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 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.
• Help resolving operational complex day-to-day problems identified by the operations department or referred from other functional areas, ensuring an efficient and high-quality service, including the management of issues according to the Group Incident Management Policy.
• Support the provision of key performance targets and Key Performance Indicators (KPI) to optimize business performance in line with set objectives around automation.

Your Skills and Experience

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

• Bachelor’s degree (or equivalent) in Business Administration, Finance or Accounting.
• Master’s degree (or equivalent) in Business Administration, Finance or Accounting is preferred.
• 4/5 years practical experience in Investment Operations, Financial Markets, Banking, or Insurance FSCM/FAM/TRM-SAP Treasury/ Financial technical skills is preferred.
• Fundamental knowledge of most common asset classes in traditional and non-traditional financial instruments, risks, and markets.
• Holding a CFA or similar certification would be highly valued.
• Manages relationships with internal stakeholders, key business partners, asset managers, and custodians.
• An independent worker who can take responsibility for the team, leads by example, strengthens the knowledge and competencies of the team members, and acts in defining high quality closing processes.
• Client focus, combined with analytical and complex problem-solving skills.
• To be willing to gain new skills and experiences, but also share your knowledge across the team.
• To show commitment to your job and have a shareholder-value oriented mindset.
• Coordinates collaboration across the team and develops expertise within the department.
• Trains other team-members and new joiners on specific expertise.
• Validates and continuously improves controls and quality checks as part of the closing process and internal frameworks.
• Proactively contributes to the super user community.
• Leads/Supports department projects and internal initiatives as a subject matter expert, senior business analyst and project manager support.
• Model behaviors that demonstrate commitment to corporate values.
• Take action to manage your own personal development and encourage others to do the same.

Additional Education / Experience

• Experience in collaborative projects.
• Keen on languages and cross-cultural integration.
• Interested about investments and keen on exploring technology solutions.

Benefits

• Over 300 euros to set up your home office and additional monthly home office allowance.
• Wide range of internal and external trainings, including free English and Spanish classes depending on the needs.
• Ticket restaurant or flexibility to exchange it for other benefits.
• Life, accident, and Health Insurance.
• Collective Life Retirement Plan.
• 2000 referral bonus if you bring other talented people like you.
• Special banking and insurance conditions plus exclusive employees discounts.
• Functional diversity benefits.
• Events: summer and Christmas party, different activities like hiking, investment, beach volley club and many more.
• 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 of individuals and businesses place their trust in our products and services every day. Our 53,000 employees worldwide form the basis of our success, enabling businesses and communities to face a world of risk with confidence. Imagine if you could help people do this all over the world. You’d give them confidence and reassurance by protecting what they love most. It’s a big challenge, but you will be supported by a world-class team who believe in helping you to reach your full potential and deliver on our promises.

Diversity & Inclusion

At Zurich we are an equal opportunity employer. We attract and retain the best qualified individuals available, without regard to race/ethnicity, religion, gender, sexual orientation, age or disability.

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

You are the heart & soul of Zurich!

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 highly value the experience and know-how of our employees and offer a wide range of opportunities across business areas to encourage you to apply for new opportunities within Zurich when you are ready for your next career step.

Let’s continue to grow together!

• Location(s): ES - Barcelona
• Schedule: Full Time