Investment Accounting & Reporting Associate Director — Zurich Insurance (sede Ticino)
- Location
- Lugano
- Contract
- part-time
- Posted
- 2 days ago
Role overview
Zurich Group Investment Management, Inc. (ZGIM), a part of Zurich North America, is seeking an Investment Accounting & Reporting Associate Director to join the Investment Administration and Accounting (IAA) team.
The candidate selected will be located at our Parsippany, NJ office.
At Investment Administration & Accounting (IAA), expertise and quality are the foundations of everything we do.
- Zurich Group Investment Management, Inc. (ZGIM), a part of Zurich North America, is seeking an Investment Accounting & Reporting Associate Director to join the Investment Administration and Accounting (IAA) team.
- The candidate selected will be located at our Parsippany, NJ office.
- Leading and overseeing investment subledger activities, applying deep expertise in security accounting, valuation processes, and posting logic, and ensuring accurate configuration and operation of subledger system processes
- Executing and reviewing monthly close and reporting processes, including preparation and delivery of monthly and quarterly investment reports for internal stakeholders, auditors, and business partners.
- At Zurich, we value your ideas and experience.
- High School Diploma (or equivalent) and 7-10+ years of experience in the Investment Accounting or Finance area AND
Main responsibilities
- Leading and overseeing investment subledger activities, applying deep expertise in security accounting, valuation processes, and posting logic, and ensuring accurate configuration and operation of subledger system processes
- Executing and reviewing monthly close and reporting processes, including preparation and delivery of monthly and quarterly investment reports for internal stakeholders, auditors, and business partners.
- Serving as the escalation point for complex issues, performing advanced review, interpretation of root cause analysis, and driving corrective actions
- Acting as a senior technical accounting contributor in the monthly hard-close cycle, ensuring timely, high-quality delivery of investment accounting results
- Applying strong knowledge of IFRS, US Statutory (NAIC), US GAAP, and US Tax to analyze instrument behavior, validate results, provide insights, and address audit or reporting inquiries
- Preparing, reviewing, and NAIC statutory investment schedules, ensuring accurate reporting, and compliance with evolving NAIC requirements
- Preparing, reviewing, and validating US Tax reporting data, ensuring accurate tax basis calculations, compliance with IRS rules, and high-quality production of tax schedules
- Leading cross functional improvement initiatives that strengthen reporting quality, internal controls end-to-end process effectiveness
- Driving digitalization and automation using tools such as Power BI, Power Automate, Python, and AI agents to enhance data accuracy, timeliness, and operational productivity
- Contributing to the development, enhancement, and maintenance of internal controls and quality assurance processes, ensuring accuracy, compliance, and risk mitigation across all investment accounting and reporting activities
Key requirements
- At Zurich, we value your ideas and experience.
- High School Diploma (or equivalent) and 7-10+ years of experience in the Investment Accounting or Finance area AND
Application process
- Providing technical coaching and guidance to Associates and Senior Associates to strengthen analytical capabilities, elevate reporting quality, and ensure consistent application of accounting policies and control standards across the team Basic Qualifications:
- Bachelor’s Degree in Investment Accounting or Finance with 5 or more years of experience OR
- Demonstrated knowledge and practical application of IFRS, US Statutory & US Tax accounting principles Preferred Qualifications:
- Professional accounting designation (CPA/CA/ACCA or equivalent)
- 2+ years of post-qualified accounting or investment accounting experience Public accounting experience preferred CFA designation
- Proficiency with SAP, BW, or other investment subledger/reporting platforms
- Demonstrated knowledge of fixed income, structured products, private debt, and alternative assets
- Proficiency in data analytics.
Company and context
- IAA is a global function within Zurich Investment Management, responsible for ensuring the accuracy, transparency, and governance of investment accounting, valuation, and reporting activities across the organization.
- We safeguard the integrity of investment data, ensure compliance with regulatory and audit requirements, and deliver insights that shape strategic portfolio and business decisions.
- Through this critical work, our team plays a central role in strengthening the reliability and credibility of investment information enterprise wide.
- We are continuously enhancing and standardizing our processes across regions, leveraging technology, automation, and cross-team collaboration to drive efficiency and build operational resilience.
- As a trusted partner to Investment Management, Finance, and Operations, we are committed to delivering reliable, transparent, and high-quality investment information that supports effective decision making across the company.
Additional details
- Providing technical coaching and guidance to Associates and Senior Associates to strengthen analytical capabilities, elevate reporting quality, and ensure consistent application of accounting policies and control standards across the team Basic Qualifications:
- Demonstrated knowledge and practical application of IFRS, US Statutory & US Tax accounting principles
- 2+ years of post-qualified accounting or investment accounting experience Public accounting experience preferred Remote Working: Yes Schedule: Full Time Employment Sponsorship Offered: No
Notes and original content
- Responsibilities:
- Providing technical coaching and guidance to Associates and Senior Associates to strengthen analytical capabilities, elevate reporting quality, and ensure consistent application of accounting policies and control standards across the team
- Basic Qualifications:
- 2+ years of post-qualified accounting or investment accounting experience
- Public accounting experience preferred
- CFA designation
- Please note: Zurich does not accept unsolicited CVs from agencies.
- Location(s): AM
- Parsippany
- Remote Working: Yes
Questions about this listing
What salary does Zurich Insurance (sede Ticino) offer for this role?
Zurich Insurance (sede Ticino) lists CHF 79'500 - 135'000 gross per year for this position in Lugano. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Zurich Insurance (sede Ticino) offer?
This listing is a part-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Zurich Insurance (sede Ticino) during the application process, since these details can vary by role even within the same contract category.
Do I need the G permit to apply for this role in Ticino as an Italian cross-border worker?
Yes, if you are resident in Italy within the 20 km border zone. The Swiss employer files the G-permit application at the Ticino cantonal migration office after the contract is signed — first issuance takes 2-6 weeks, then automatic yearly renewal for as long as the employment continues. Weekly return to your Italian home is required to keep the status. Note: this listing allows remote work — teleworking above 25 % of your time can shift your social-security base to Italy, so confirm the agreed remote share with HR before signing.
How do I apply for this position at Zurich Insurance (sede Ticino)?
Use the "Apply now" button on this page — it links directly to Zurich Insurance (sede Ticino)'s original listing at careers.zurich.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
