Spain Job Openings

Zurich Insurance

Investment Analyst

Barcelona

August 29, 2024

Investment analyst

Looking for a career that will excite, challenge, and inspire you?
¡Join the Sabadell Zurich investment team!
Sabadell Zurich is an entity born from the alliance between Banc Sabadell and Zurich for the distribution of insurance through banking channels.
The union is between a prestigious bank recognized for its contribution to the development of companies and an international company expert in protection and the care of people. At Sabadell Zurich, we have two different origins, but one single purpose: TO CARE.

¿Who are we?

Sabadell Zurich is a joint venture born in 2008 because of a business agreement between Banc Sabadell and Zurich for the management of the Bancassurance business.
It is composed of three different companies: Ban Sabadell Vida, Ban Sabadell Pensiones y Ban Sabadell Seguros Generales; all of which are equally owned 50% by both partners.
The Sabadell Zurich team consists of around 300 people, who, at an organizational level, are part of the Zurich Group’s structure in Spain.

Your responsabilities

You will be working within the Unit Linked & Pension Funds team with the responsibility to analyse and oversight investment portfolios in order to outperform benchmarks and / or performance targets ensuring that risk-return profiles adhere to portfolio guidelines and are in line with risk appetite and aligned with the investment strategy and constraints.

As an investment analyst, reporting to the Head of Unit Linked & Pension Funds, your key tasks & accountabilities will be:
  • Support development and implementation of the unit-linked investment strategy.
  • Support development of the ESG integration approach for unit-linked assets in close collaboration with UL central team.
  • Conduct research and due diligence on funds in all asset classes, including alternative investments.
  • Oversight of existing funds/ETFs performance with the goal to outperform the reference benchmark of the product in different market environments.
  • Conduct and document relevant fund selection and ESG analyses in retail fund universe.
  • Analyses asset classes and market sectors to formulate an opinion on their relative performance and makes recommendations for the portfolios.
  • Assists in performance attribution analysis to explain differences between portfolio and benchmark return.
  • Identifies attractive investment opportunities or trends in various investment strategies as well as undesirable style drift, unexpected performance trends, or other adverse developments.
  • Understand, evaluate, and stay up-to date on the local and global markets and macroeconomic situation that may affect or provide opportunities on the implementation of the strategy to support decision-making process.

Your Skills and Experience

Your skills and qualifications will ideally include:
  • Bachelor’s degree in mathematics, Statistics, Engineering or Physics with economic background; Actuarial Science & Finance, Economics with strong quantitative skills.
  • MSc in Quantitative Finance, Financial Markets or CFA qualification will be a plus.
  • 3 or more years of experience in related field preferable within an insurance company.
  • Fund selection - Proficiency Level Expert.
  • Experience in investment management and risk/ return key indicators.
  • Deep knowledge of capital markets, financial products, and economic theory.
  • Team worker, proactive and positive attitude, enthusiasm for financial markets.
  • Excellent verbal and written communication skills in English, Spanish will be a plus but not required.

Advantages and Discounts for being from Sabadell Zurich

And because our purpose is to be there to care, we have added more benefits for you:

  • Flexwork: We like flexibility! Therefore, after the first month of your incorporation we offer you a flexible hybrid model with the possibility of remote work from home, with a minimum of 6 days a month of face-to-face work in the offices located in Barcelona, extendable according to business needs.
  • You have many advantages if you get insurance with Sabadell Zurich. Up to 70% discount on life products, 40% on home products and 30% on car products. What are you waiting for?
  • We care about your well-being and that is why we offer you a Health Insurance with Sanitas totally free for you and with different discounts for your loved ones.
  • At Sabadell Zurich we have no parking problems, since we have free car, bicycle and electric scooter spaces in the offices.
  • Enjoy the great variety of spaces offered by our offices focused on covering personal needs and well-being.
  • Don't have your own vehicle? No problem! We offer promotional rates for renting electric scooters and bicycles.
  • At Sabadell Zurich we are committed to the environment and helping the community, which is why we offer you the opportunity to participate in the different initiatives of our Sustainability team.
  • At Sabadell Zurich we promote volunteer activities and we want to encourage you to participate!
  • We care about job inclusion, which is why we work with several special work centres that promote the inclusion of functional diversity, for example, in our physiotherapy service, office cleaning, and the fresh, organic and local fruit that we have available in the office.
  • Do you know what Wellness is in the offices? We have different activities aimed at taking care of your physical health such as yoga, pilates or functional yoga.
  • We know that sitting in front of a computer for many hours has consequences, which is why we have a physiotherapy service to relieve your postural pain. We take care of you!
  • Do you want to continue training? We make it easy for you! We give you access to Linked In Learning, where you will find many online courses that may be useful to you, as well as other platforms such as Share It, where you can offer your knowledge to your colleagues and much more.

For being part of the Zurich Group

At the Zurich Group we want to take care of you and these are some of your benefits:

  • Flexible remuneration: you choose what best suits you! We give you the choice between health insurance, childcare, volunteer projects, training, etc.
  • Have you forgotten your lunch box? Don't worry! We offer you a restaurant card (on top of your salary) so you can eat wherever you want.
  • We care about your rest! That's why you'll have 26 days of vacation so you can enjoy it with your loved ones and spend quality time on what you like the most. Plus, your birthday is also a holiday!
  • At Zurich we think about your future and we have a retirement plan starting from the first year of your incorporation.
  • Communicate with whoever you want thanks to the discounts on telephone and internet lines at Orange and Jazztel.
  • Are you a runner or would you like to start being one? Join our community of runners! Do you prefer to train at the gym? Don't worry, we also have discounts for you with Andjoy!
  • Do you want to improve your level of English? We can help you and offer you classes!
  • Discounts, discounts and more discounts! Save on clothing, accommodation, travel and much more. Discover everything we offer you through Zurich Activa.

We have already started and are changing the way we do insurance. To do this, we need talented people with a desire to learn and passion! Will you join us?

“ZURICH, Nº1 IN TOP EMPLOYERS 2023. IT'S ALREADY 16 CONSECUTIVE YEARS AMONG THE BEST RATED COMPANIES”
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Zurich Group has and applies an equal employment opportunity policy. Our aim is to attract and retain the best professionals without discrimination based on disability, race, nationality, religion, gender, sexual orientation or age.
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