Investment Operations Associate Director

The main responsibility of this role is to perform and oversee 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 solutions. 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 resolve operational complex day-to-day problems identified by the operations department or referred from other functional areas, ensuring efficient and high-quality service, including management of issues according to the Group Incident Management Policy. Support the provision of key performance targets and KPIs 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, Financial Markets, Banking, or Insurance FSCM / FAM / TRM-SAP Treasury / Financial technical skills is preferred. 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. Experience managing relationships with internal stakeholders, key business partners, asset managers, and custodians. An independent worker who can take responsibility for the team, leads by example, enhances team knowledge and competencies, and ensures high-quality closing processes. Client focus, combined with analytical and complex problem-solving skills. Willingness to acquire new skills and share knowledge across the team. Commitment to your job and a shareholder-value oriented mindset. Ability to coordinate collaboration within the team and develop expertise within the department. Experience training team members and new joiners on specific expertise. Ability to validate and continuously improve controls and quality checks as part of the closing process and internal frameworks. Proactive contribution to the super user community. Experience leading or supporting department projects and initiatives as a subject matter expert, senior business analyst, and project manager support. Demonstrate behaviors aligned with corporate values. Take initiative for personal development and encourage others to do the same. Additional Education / Experience Experience in collaborative projects. Keen interest in languages and cross-cultural integration. Interest in investments and exploring technology solutions. Curious and innovative mindset. What we offer? Over 300 euros to set up your home office and additional monthly home office allowance. Wide range of internal and external training, including free English and Spanish classes depending on needs. Ticket restaurant or flexibility to exchange it for other benefits. Life, accident, and health insurance. Collective life retirement plan. 2000 euro referral bonus for bringing talented individuals. Exclusive banking and insurance conditions plus employee discounts. Functional diversity benefits. Events: summer and Christmas parties, activities like hiking, beach volleyball, and more. No dress code. LI-Hybrid Who we are Looking for a challenging and inspiring work environment where you can make a difference? At Zurich, millions trust our products and services daily. Our 53,000 employees worldwide form the foundation of our success, helping businesses and communities face risks confidently. Imagine helping people globally—giving them confidence and reassurance by protecting what they love most. You’ll be supported by a world-class team committed to helping you realize your potential and fulfill our promises. Diversity & Inclusion At Zurich, we are an equal opportunity employer. We attract and retain the best qualified individuals regardless of race, ethnicity, religion, gender, sexual orientation, age, or disability. Be challenged. Be inspired. Make a difference. You are the heart & soul of Zurich! We think outside the box and challenge the status quo. We focus on positives and ask: What can go right? Let’s continue to grow together! Location(s): ES - Barcelona Schedule: Full Time J-18808-Ljbffr

Location: barcelona, ES

Posted Date: 5/14/2025