Senior Investment Performance Controller

Our opportunity

An opportunity has emerged within the Investment Management (IM) business to join the Finance & Operations team in an impactful and exciting senior finance role. 

As Senior Investment Business Controller, you will be playing a key role as IM business partner, by shaping the business of IM through both delivering valuable business insights and timely reports to Group Chief Investment Officer and designing and tracking performance metrics for the various businesses of IM. You will contribute to improving global planning and forecasting processes and support automating the financial monitoring activities. You will be leading quarterly IFRS reporting and analytical activities for both senior management and external stakeholders (investors, analysts, regulators, auditors). You will present the investment performance to senior IM management and will interface with multiple Group Finance and Group Risk Management teams as well as with local and regional Chief Investment Officer teams to assess the financial performance against plans and forecasts.

Our people are at the core of what we do. We recognize that people and culture are essential to our business. This defines how we hire, develop, and motivate our people. We welcome diversity and are proud to offer a broad range of flexible work environments that allow you to balance work and private life.

To complete our team, we are looking for you: You are excited about working in a diverse and highly dynamic environment, interacting with various functions, cultures, and counterparts at local, regional and Group levels. You are a highly motivated, analytical, and team-oriented person who can deal with conflicting priorities and multiple stakeholder needs. Your proactive, diligent, and focused way to work, your commitment to the task and willingness to learn sets you apart. If you are passionate about what you do and have a positive can-do attitude, then you have found us as your new employer.

Your role

As a Senior Investment Performance Controller your main responsibilities will involve:

• Monitor quarterly financial performance of various IM businesses against plans and forecasts
• Ensure investment forecasts are reliable and realistic
• Support the coordination of the planning and forecasting processes, analysing and challenging local assumptions and communicating results to senior management
• Develop new analytics methods and enhance IM and Group Finance tools tracking the business figures and strategies
• Deliver business insights and partner with the local businesses to support their medium-term strategy
• Assess IFRS 17/9 impacts on investment performance and KPIs
• Contribute to the design of future enterprise IT solutions in IM Finance and support digitization strategy of IM

Your Skills and Experience

As a Senior Investment Performance Controller your skills and qualifications will ideally include:

• Solid analytical background and communication skills
• Very good knowledge of investment products or CFA/CAIA certified
• 7 or more years of experience in an insurance company or investment environment, experience with investment planning/reporting strongly preferred
• Good understanding of finance and accounting operations
• Good know how in insurance accounting matters
• Fluent written and spoken in English
• University degree in Finance (or related)

What we offer?

 As well as a competitive salary and a yearly bonus we offer:

• Over 300 euros to set up your home office and additional monthly home office allowance
• Wide range of internal and external trainings, including free English and Spanish classes depending on the needs
• Ticket restaurant or flexibility to exchange it for other benefits
• Life, accident, and Health Insurance
• Collective Life Retirement Plan
• 2000 referral bonus if you bring other talented people like you
• Special banking and insurance conditions plus Exclusive Employees discounts
• Functional diversity benefits
• Events: summer and Christmas party, different activities like hiking, investment, beach volley club and many more
• No dress code
• knowledge of databricks technology and architectures

#LI-Hybrid

Primary work location is Barcelona, Via Augusta. Please apply with your CV in English.

Who we are

Looking for a challenging and inspiring work environment where you can make a difference? At Zurich millions of individuals and businesses place their trust in our products and services every day. Our 53,000 employees worldwide form the basis of our success, enabling, businesses and communities to face a world of risk with confidence. Imagine if you could help people do this all over the world. You’d give them confidence and reassurance by protecting what they love most. It’s a big challenge, but you will be supported by a world-class team who believe in helping you to reach your full potential and deliver on our promises.

Diversity & Inclusion

At Zurich we are an equal opportunity employer.  We attract and retain the best qualified individuals available, without regard to race/ethnicity, religion, gender, sexual orientation, age or disability.

So be challenged. Be inspired. Help us make a difference.

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