Zurich Insurance Company Ltd is seeking a Junior Planning and Investment Results Analyst for their ServiZurich team in Barcelona, Spain. The role involves quantitative analysis, investment planning, and reporting, focusing on collaboration and continuous learning within a tech-driven environment
Job Summary
As a Planning and Investment Results Analyst you will have the opportunity to work within the Planning and Investment results team collaborating in Net Investment Income planning and forecasting.
Prepare reports and documentation for local Investment Committees and other stakeholders, and support the team manager in the analysis of new products, regulations, or investment proposals.
Enhance your skills with real-world experience and contribute to a team that values your input and creativity.
Matching Summary
Match Score: 85
Zurich Insurance Company Ltd is seeking a Junior Planning and Investment Results Analyst for their ServiZurich team in Barcelona, Spain. The role involves quantitative analysis, investment planning, and reporting, focusing on collaboration and continuous learning within a tech-driven environment.
Skills & Requirements
Must-have
Net Investment Income planning
investment results follow-up
investment expense processes
quantitative analysis
Microsoft Excel proficiency
data handling with attention to detail
Nice-to-have
curious and innovative mindset
collaboration with different teams
continuous learning and growth
programming and database management knowledge
Key Requirements
Master’s degree in finance, Econometrics, Actuarial Sciences, Mathematics or Statistics
CFA or FRM certification preferably
Understanding of financial assets and their risk characteristics
Understanding of accounting principles for financial assets and derivatives
High proficiency in Microsoft Office, especially Excel and PowerPoint