About the Role

We are seeking a Planning and Investment Results Analyst to join our Spain and Portugal Investment Management team.

Key Responsibilities

- Work within the Planning and Investment results team collaborating in Net Investment Income planning and forecasting, including investment results follow-up and deviations analysis.
- Handle investment expense processes.
- Prepare reports and documentation for local Investment Committees and other stakeholders.
- Support the team manager in the analysis of new products, regulations, or investment proposals.
- Drive automation and process improvement, including database maintenance, control implementation, and reporting enhancements.
- Work alongside experts in various technological domains.
- Enhance your skills with real-world experience and contribute to a team that values your input and creativity.

Qualifications

- Master’s degree in Finance, Econometrics, Actuarial Sciences, Mathematics or Statistics. CFA or FRM certification preferably.
- Understanding of financial assets and their risk characteristics, coupled with an interest in capital markets.
- Understanding of accounting principles for financial assets and derivatives.
- High proficiency in Microsoft Office, especially Excel (comfortable working with data, formulas, pivot tables) and PowerPoint (clear and structured presentations).




- Ability to handle data with attention to detail, ensuring accuracy and consistency in all deliverables.
- Good communication skills and ability to collaborate with different teams.
- Preferably, knowledge of programming and database management.

Benefits & Compensation

- Competitive salary and yearly bonus.
- Versátil working model to support work‑life balance.
- Over 300 euros to set up your home office and additional monthly home office allowance.
- Wide range of internal and external trainings, including English and Spanish classes.
- Ticket restaurant and health insurance with flexibility to exchange for other benefits.
- Life and accident insurance.
- Collective Life retirement plan.
- 2000 referral bonus if you bring other talented people to the company.
- Special banking and insurance conditions plus exclusive employee discounts.
- Functional diversity benefits.
- Opportunities to participate in social clubs such as hiking, investment, beach volley, and many more.

Location and Remote Options

- Location: Via Augusta, Barcelona.
- Remote working: Hybrid.

At Zurich, we are an equal opportunity employer. We attract and retain the best‑qualified individuals available, regardless of race/ethnicity, religion, gender, sexual orientation, age, or disability.

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📌 Junior Planning and Investment Results Analyst (Barcelona)
🏢 Talent
📍 Barcelona