Investment Analyst; Reporting & Analytics

Investment Analyst (Reporting & Analytics)

We Are Waiting for You

Hi there!

I am Laura the recruiter for this position (and hopefully, your future colleague!).

First, a little bit about what I like the most about working at Servi Zurich:
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, 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 about Zurich Insurance Group
, a global leader in insurance, but this role specifically pertains to Servi Zurich. Established in Barcelona in 2006, Servi Zurich 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.

What Can You Expect?

Are you passionate about data, analytics, and driving business improvement? Do you thrive in a collaborative, innovative environment and want to help shape the future of investment management at a leading global insurer? If so, this could be your next step!

As an Investment Analyst in our global Reporting & Analytics team within Group Investment Management, you ll work at the heart of Zurich s investment strategy. You ll partner with business users across countries to understand their analytical and reporting needs, translating these requirements into effective solutions that support decision-making and drive performance. You will analyse interrelationships of business processes, complex data and financial systems, define IT specifications and implement reporting front-end solution for our global end user base.

And you might be thinking:
This is great, what will my day‑to‑day be like, at Zurich? I m glad you asked – I asked myself the same question at the time.

As a
Investment Analyst (Reporting & Analytics) you will have the opportunity to:

• Analyze investment data: Deliver insightful analysis to support business decision-making.
• Lead quarterly reporting cycles: Actively participate in quarterly external and internal reporting cycles, preparing materials and insights for executive management, investor relations, rating agencies, and regulators.
• Analyze and present KPIs: Analyze, interpret, and present key performance indicators
• Build impactful reports: Develop, maintain, and enhance regular and ad-hoc investment reports, dashboards and analytics using leading business intelligence tools. Adapt solutions to evolving business needs.
• Translate data into action: Interpret complex financial information and transform it into clear, actionable insights for stakeholders.
• Champion data quality: Ensure accuracy across reporting tools by performing robust control checks and thorough result analysis.
• Shape solutions: Assess business requirements for reporting and analytics, translating them into functional and technical specifications.
• Support compliance: Promote risk management and ensure governance with internal and external standards.
• Communicate clearly: Present findings and recommendations in a way that resonates with both technical and non-technical audiences.
• Innovate: Assist in developing new analytical tools and frameworks to drive business performance.
• Lead and support BI initiatives: Drive and contribute to projects that enhance existing or introduce new business intelligence solutions.
• Drive continuous improvement: Streamline reporting processes, services, and infrastructure, with a focus on automation and efficiency.
• Empower users: Provide support and training to end-users for their reporting needs.
• Collaborate: Work closely with key stakeholders, including Investment Management, Finance and PPM teams, to identify and address reporting needs
• Work alongside experts in various technological domains.
• Enhance your skills with real-world experience
• Contribute to a team that values your input and creativity.

Your role will involve building relationships with:

• Local, regional, and group-level stakeholders
• Investment back-office and middle-office teams
• Market and Master Data teams
• IT teams

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!

Education:

• Bachelor s or Master s degree in Finance, Economics, Business…