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Investment Operations Staff

Hybrid in Barcelona·Full-time·Added 15 days ago (last checked 2 Nov)

Our summary

Work mode
Hybrid, Barcelona
Contract
Full-time
English
Required
Education
University degree
Benefits
Private health insurance, meal vouchers

Visa options

  • The ad doesn’t mention sponsorship

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Skills

Requirements

What we're looking for

  • Bachelor's degree (or equivalent) in Business Administration, Finance or Accounting, or 2 or more years of experience in related field.
  • 1/2 years practical experience in Investment Operations, Banking, or Insurance

Nice to have

  • Master's degree (or equivalent) in Business Administration, Finance or Accounting is preferred and 1 or more years of experience in related field

The role

What you'll do

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.

We Are Waiting for You

Hi there!

I am Laura, the recruiter for this position. Nice to meet you!

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 the Zurich!

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.

Our Opportunity

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 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. We are waiting for you!

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

  • 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 a competitive salary and a yearly 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 on the needs.
  • 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 Employees discounts
  • 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.

Can you see yourself in this role? Don't wait any longer! Apply by sending your CV in English.

If not, no worries! We'll meet again in the future. Feel free to share my contact details with anyone you think would be a great fit.

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.

Why 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 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
  • Remote working: Hybrid
  • Schedule: Full Time
  • Recruiter name: Laura Santamaría Rodríguez

Hiring process

2 steps1 interview
  1. Search and apply

  2. Application review

  3. Selection process

    If you are selected to progress forward, we will reach out to arrange next steps, which could include a phone or video interview, or possibly an assessment.

  4. Offer · With a talent acquisition consultant

  5. Preparing for your start

  6. Onboarding

    Your new career at Zurich will kick off with a job-specific onboarding process and welcome experience.

  • Zurich will never ask you to purchase your own equipment or to pay to apply.
  • If you are not selected to move forward in the process, you will receive a notification via email.

About Zurich Insurance Spain

Zurich Insurance Spain is the Spanish arm of Zurich Insurance Group, one of the world's largest and most established insurance providers. The company offers a broad range of insurance products and services, including life, pensions, property, casualty, and commercial insurance, serving both individual and corporate clients. With a significant workforce in Spain, it operates as a key market within the global Zurich network, which is headquartered in Zurich, Switzerland, and employs over 60,000 people worldwide.

In Spain, Zurich has a strong presence with offices in major cities such as Madrid and Barcelona, and it is known for its focus on digital transformation, data analytics, and automation. The company offers a dynamic work environment with numerous opportunities for international professionals, including internships and trainee programs in areas like data engineering, AI, and actuarial science. Zurich emphasizes professional development and innovation, making it an attractive employer for those looking to build a career in the insurance sector in Spain.

Industry
Insurance
Founded
1872
Employees
50,000–100,000
Headquarters
Zurich, Switzerland
In Spain
Madrid, Barcelona

Good to know if you are moving

  • Zurich Insurance Spain has offices in Madrid and Barcelona, offering a strong base for international professionals.
  • The company provides numerous internship and trainee programs in fields like data engineering, AI, and actuarial science, ideal for early-career internationals.
  • Zurich is a global leader in insurance, providing a well-known brand and extensive career development opportunities.
  • The Spanish operations are heavily focused on digital transformation, creating roles for tech and data professionals.
  • Working at Zurich in Spain offers exposure to a multinational environment with English often used in corporate communications.

In their own words

About the company & team

Let me introduce us. You're reading about Zurich Insurance Group, a global leader in insurance, but this role specifically pertains to ServiZurich. 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.

All open roles at Zurich Insurance Spain
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