Investment Controller
Vor 5 Tagen
Shape the future of investments with Zurich Are you a finance professional who drives on data-driven insights and enjoys working in a collaborative, forward-thinking environment? Do you want to take ownership and help Zurich steer and explain investment performance? If you’re ready for your next career step, this role could be the perfect fit. At Zurich, we combine the strength of a global financial leader with the agility of a modern, digitally organization. Investment Management Switzerland (IMS) manages over CHF 28 billion in assets and is a key partner to our Group’s insurance entities. You will join a diverse community of investment, finance and risk experts, working together to ensure disciplined management, transparent reporting and sustainable long-term value. We put people first. Trust, flexibility and a supportive culture are at the heart we work. We value different perspectives and offer an environment where you can grow, develop and balance work and personal life. Find out here why Zurich Switzerland is among the "Top 5" companies in Switzerland. Become a part of it and apply as Investment Controller. What you will do - Lead the planning, forecasting and reporting of net investment income (NII) and investment expenses for Business Unit Switzerland. Deliver meaningful analyses on NII and expense developments, translating complex financial movements into clear insights for senior management - Run NII simulations and sensitivity scenarios, highlighting key market, portfolio and interest-rate impacts - Ensure data consistency, accuracy and IFRS alignment across systems and sources through structured checks and reconciliations - Collaborate closely with Local Finance, Group Finance and Investment teams, fostering transparency and shared understanding - Support the tied-asset coverage process, ensuring compliance with regulatory frameworks and internal governance standards - Strengthen cost-control and expense-management processes, including fee controlling for IMS - Prepare high-quality analyses and presentations for Tied Asset Committees - Contribute to IMS projects and cross-functional initiatives, using your analytical expertise to enhance processes, controls and reporting - Respond to ad-hoc requests and act as a trusted partner for investment-related controlling and reporting topics What you bring - A completed education in Finance, Accounting, Economics or Business Administration - 2–6 years of relevant experience in controlling, accounting, risk management or investment/asset management, ideally in a regulated financial or insurance environment - Strong understanding of controlling, accounting principles, financial instruments and regulatory frameworks (ideally including Swiss tied-asset principles) - Excellent analytical skills with the ability to turn data and financial movements into clear recommendations - A proactive, curious mindset with the drive to challenge, simplify and improve processes and reporting flows. - Advanced Excel skills; experience with data models, automation or BI tools (e.g., Power BI) is a plus - Strong communication skills in German and English and confidence in working with diverse stakeholders, including senior management Your contact Senior Talent Acquisition Consultant: Bernd Makasy (044 628 42 14) Additional Information Full time and part time: 80 – 100% Work location: Zurich, Oerlikon Hybrid work: up to 40% #LI-Hybrid We look forward to receiving your online application - even without a cover letter. You are welcome to convince us of your motivation in a personal meeting. Who we are Zurich is a strong brand - more than 1.4 million Swiss customers place their trust in our products and services. Our 53,000 employees worldwide form the basis of our success, helping our customers in 210 countries and territories to understand and protect themselves from risk. In order to deliver our services, we offer our employees flexible working models and interesting opportunities for further training & development. As a Zurich employee you benefit from a multitude of advantages as well as a strong culture, characterized by acceptance, diversity and team spirit. At Zurich, we foster a culture of diversity and inclusion. Our purpose and values are designed to protect, inspire confidence and help our employees reach their full potential. We value and defend what is right and promote opportunities for equity among our professionals, regardless of gender, disability, LGBTQ +, race, ethnicity, generations, belief, etc. Our talent acquisition and hiring processes respect this commitment daily. Join Zurich and be part of this culture. Why has Zurich been successful for over 150 years? Have a look and become a part of it. Information for recruitment agencies Zurich accepts no applications from recruitment agencies for this position. We therefore request that recruitment agencies do not submit any candidate documents neither via our employees nor through our online career portal. We refuse any responsibility for unsolicited applications as well as any associated fees. Thank you for your understanding.
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Investment Controller
Vor 5 Tagen
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