Investment Technical Consultant

Zurich 56 Company Ltd; Swindon; Hybrid; GBP 30,000 - 50,000; Part time

Job summary

An established industry player is seeking a detail-oriented individual to join their Investment Governance & Reporting team. This role is pivotal in ensuring that clients receive accurate and timely information regarding their investments. You will manage the production of approximately 1,200 factsheets monthly while collaborating with internal teams and external partners. The company fosters a culture of flexibility, allowing various working arrangements to attract the best talent. If you thrive in a dynamic environment and are passionate about making a difference, this opportunity could be the perfect fit for you.

Benefits

12% non-contributory pension scheme

Annual company bonus

Income Protection

Life cover - four times your salary

25 days holiday plus bank holidays

Option to swap bank holidays

Buy/sell additional holiday days

Three days paid volunteering

Up to 16 weeks' full pay for maternity/paternity leave

Access to Private medical insurance

Qualifications

• Comfortable with Microsoft Excel and Power Query.
• Experience in fund support within financial services preferred.

Responsibilities

• Run monthly factsheet process for timely and accurate customer information.
• Liaise with third-party providers and fund managers for governance issues.

Skills

Microsoft Excel

Power Query

Organizational Skills

Fund Support Experience

Job description

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Working hours: This role is available on a part-time, job-share or full-time basis

Location: Swindon / Hybrid (at least one day in the office per week)

Closing date for applications: Tuesday 13th May 2025

The opportunity:

At Zurich our customers have trusted us with around £20bn invested in Zurich funds, and the UK Investments team seeks to ensure that we look after and invest this money appropriately. The Investment Governance & Reporting team helps carry out these responsibilities by continuing to review the funds on offer and making sure our customers have up to date and accurate information about the funds they are invested in. To fulfil the information part of this responsibility we produce around 1,200 fact sheets per month and this role is crucial in supporting their delivery. You will work collaboratively with the wider team and our third party suppliers to assist in this delivery. There will also be opportunity to work with the rest of the team on other governance related matters.

Many of our employees work flexibly in a variety of different ways, including part-time, flexible hours, job share, an element of working from home or compressed hours. This is because we want the best people for our roles, and we recognise that sometimes those people aren’t available full-time. Please talk to us at interview about the flexibility you may need.

What will you be doing?

• Running the monthly factsheet process to ensure customers have timely and accurate information. This includes:
  • Collation of data for use in the process
  • Working with the Corporate Actions team to reflect fund updates.
  • Use the factsheet production tool to generate circa 1,200 factsheets a month.
• Liaise with 3rd party factsheet provider to ensure continued good service is received.
• Providing data to public fund data sources which host information about Zurich funds
• Produce daily data to show Zurich's compliance with the disclosure & transparency requirements.
• Liaise with third party fund managers to assist in the management of fund governance related issues
• Review of assessment of value reports from external fund managers
• Manage stakeholder expectations effectively and be able to organise your time to exceed these expectations.
• Take responsibility for the resolution of direct queries/questions received from other areas of the business, with the support of the wider team.
• Maintain local procedures and process / control documentation and indicate improvements.
• Take ownership of tasks, don’t accept the status quo and suggest methods of resolving problems.
• Ad hoc tasks on a regular basis.

What are we looking for?

• Comfortable with Microsoft Excel
• Experience of using Power Query would be preferred
• Excellent organisational skills
• Working in a fund support role within the financial services industry would be preferred

Behavioural

• Team player
• Enthusiastic and highly motivated.
• Able to build networks internally and externally
• Able to meet deadlines and work under pressure
• Able to take initiative without being prompted
• Approachable
• Efficient and well organised
• Dynamic and adaptable to a changing environment
• Professional manner with high degree of integrity
• Attention to detail, ensuring accuracy

What happens next?

As an inclusive employer we want to ensure that all candidates feel comfortable and are able to perform at their best during the interview. You’ll have the opportunity to let us know of any reasonable adjustment or practical support needed when you apply.

Who we are:

At Zurich we aspire to be one of the most responsible and impactful businesses in the world and the best global insurer. Together we’re creating a brighter future for our customers, our people and our planet.

With over 55,000 employees in more than 170 countries, you’ll feel the support of being part of a strong and stable company who are a long-standing player in the insurance industry.

We’ve made a promise to each other and every employee; to focus on sustainable impact, to care about each other’s wellbeing, to use our diverse expertise to be curious and optimistic and to develop the skills needed for our future.

If you're interested in working in a dynamic and challenging environment for a company that recognises and rewards your creativity, initiatives and contributions - then Zurich could be just the place for you. Be part of something great.

Our Culture:

At Zurich, our sense of community is strong and we’re particularly passionate about diversity and inclusion, which we’ve won numerous awards for. We want our people to bring the whole of themselves to work and ensure everybody is made to feel welcome, regardless of their background, beliefs or culture. We want our employees to reflect the diversity of our customers, and so are committed to treating all of our applicants fairly and with respect, irrespective of their actual or assumed background, disability or any other protected characteristic.

We’ve an environment that places a real importance on our people’s wellbeing from a physical, mental, social and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We’re also committed to continuous improvement and we offer access to a comprehensive range of training and development opportunities.

We’re passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm,Zurich Community Trust, is one of the longest-established corporate trusts in the UK. In that time, we’ve awarded grants and volunteered time to deserving causes in the UK valued at over £90 million. #li_hybrid

So, make a difference. Be challenged. Be inspired. Be supported. Love what you do. Work for us.

The financials

• 12% defined non-contributory pension scheme.
• Annual company bonus.
• Income Protection.
• Life cover - four times your salary.

Time away

• 25 days holiday a year plus bank holidays.
• You can also request to swap UK bank holidays for days off that have cultural or religious significance to you.
• The option to buy up to an additional 20 days or sell some of your holiday.
• Three days paid volunteering.
• Up to 16 weeks' full pay for maternity, paternity and adoption leave.

Your health is important to us

• Access to Private medical insurance.
• Virtual GP appointments.
• Discounted gym membership.
• Free flu jab.
• Access to a wealth of support from our wellbeing partners.

We're making a difference

• Creating a brighter, more sustainable future underpins all that we do here in Zurich. We were the first insurer to sign the ‘UN Business Ambition for 1.5˚C’ pledge.
• Our charitable arm, Zurich Community Trust, has awarded grants and volunteered time to deserving causes in the UK valued at over £90 million.