Investment Operations Staff

Zurich Insurance Company Ltd.; Barcelona; On-site; EUR 42,000 - 65,000; Full time

Benefits offered by this job

Flexible working model

Home office setup allowance

Enrollment in English, German and/or  

Ticket restaurant & Health Insurance

Life and accident insurance

Collective retirement plan

Referral bonus

Exclusive employee discounts

Stock options

Mortgage benefits

Diversity benefits

Social clubs

Job summary

Zurich Insurance Group (ServiZurich) in Barcelona is seeking an Investment Operations Staff to manage daily processing, posting, and clearing of securities transactions and income payments. You will support month-end closings, perform reconciliations, and drive automation-based performance improvements in a collaborative, agile environment.

The role emphasizes cross-functional interaction with internal stakeholders, asset managers, and custodians, requiring a proactive, analytical mindset and a

Qualifications

• Bachelor’s degree (or equivalent) in Business Administration, Finance or Accounting, or 2+ years of experience in related field.
• Master’s degree (or equivalent) in Business Administration, Finance or Accounting is preferred and 1+ years of experience in related field
• 1/2 years practical experience in Investment Operations, Banking, or Insurance
• Fundamental knowledge of most common asset classes in traditional and non-traditional financial instruments, risks, and markets
• Manages relationships with internal stakeholders, key business partners, asset managers, and custodians
• Independent worker who can take responsibility for the team, leads by example, strengthens the knowledge and competencies of the Shared Operations team
• Analytical problem-solving skills
• Willing to gain new skills and share knowledge across the team
• Commitment to shareholder-value oriented mindset
• Coordinates collaboration across the team and Develops expertise within the department
• Proactively contribute and collaborate with the automation capability community
• Model behaviors that demonstrate commitment to corporate values
• Take action to manage own personal development and encourage others to do the same.

Responsibilities

• Responsible for correct daily processing, posting, and clearing of securities transactions, and income payments.
• Generates insights and recommendations by addressing technical queries from different Local Operations teams and delivering Standard solutions.
• Support Local operations team’s timely month end closing activities.
• Periodic reconciliation of securities holdings and cash account holdings
• Supports trouble shooting standard operational day-to-day issues identified by the operations department or referred from other functional areas
• Support the provision of KPI to optimize business performance in line with set objectives around automation

Skills

Analytical problem-solving

Independent worker

Agile mindset

Cross-functional collaboration

Willing to learn

Stakeholder management

Education

Bachelor’s degree in Business Administration, Finance or Accounting

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

Job description

137740

We Are Waiting for You

Hi there!

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 theZurich!

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 all, 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 aboutZurich Insurance Group, a global leader in insurance, but this role specifically pertains toServiZurich.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.

The main responsibility of this role is to perform and oversees processing, posting, and clearing of transactions, payments, and corporate actions to ensure correct, complete, and timely position management for standard processes. Performs and oversees control activities for standard processes in accordance to required timelines.

What Can You Expect?

And you might be thinking: This is great, what will my day-to-day be like, at Zurich? I’m glad you asked.

As an Investment Operations Staff 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 technical queries from different Local Operations teams (LOPs) and delivering Standard solutions.
• Support Local operations team’s timely month end closing activities.
• Periodic reconciliation of securities holdings and cash account holdings
• Supports trouble shooting standard operational day-to-day issues 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.

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.

As an Investment Operations Staff your skills and qualifications will ideally include:

• Bachelor’s degree (or equivalent) in Business Administration, Finance or Accounting, or 2 or more years of experience in related field.
• Master’s degree (or equivalent) in Business Administration, Finance or Accounting is preferred and 1 or more years of experience in related field
• 1/2 years practical experience in Investment Operations, Banking, or Insurance
• Fundamental knowledge of most common asset classes in traditional and non-traditional financial instruments, risks, and markets.
• Manages relationships with internal stakeholders, key business partners, asset managers, and custodians.
• Independent worker who can take responsibility for the team, leads by example, strengthens the knowledge and competencies of the Shared Operations (SHOPs) team members. Be confident working in a self-organized team according to agile culture.
• Analytical 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.
• Proactively contribute and collaborate with the automation capability community.
• Model behaviors that demonstrate commitment to corporate values.
• Take action to manage own personal development and encourage others to do the same.

Additional Education / Experience

• Experience in collaborative projects and/ or initiatives in automation
• Keen on languages and cross-cultural integration
• Interested about investments and keen on exploring new technology solutions
• Curious and innovative mindset and previous experience working with IA tools would be valuated.

And… What Makes Us Special?

As well as acompetitive salaryand ayearly 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, German and Spanish classes depending ontheneeds.
• 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 Employeesdiscounts
• Functional diversity benefits
• Different social clubs such as hiking, investment, beach volley and many more
• Stock options and mortgage benefits.

Where Are We Located?

Via Augusta, Barcelona.

We Are Waiting for You.

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