Investment Operations Associate Director
Zurich Insurance Company
Barcelona, Spain
hace 3 días

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 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 soluti
  • 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) in order to optimize business performance in line with set objectives around automation.

    Your Skills and Experience

    As an 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, Banking or Insurance
  • 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.

  • 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 m-mteaembers and new joiners on specific expertisis

    Validates and continuously improves controls and quality checks as part of the closing process and internal frameworks

    Leads / Supports department projects and internal initiatives as a subject matter expert, senior business analyst and project manager support

    Proactively contributes to the super user 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
  • Keen on languages and cross-cultural integration
  • Interested about investments and keen on exploring technology solutions
  • Curious and innovative mindset
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