Investment Operations Associate Director — Zurich Insurance (sede Ticino)
NewCHF 142'000 - 249'500
Zurich Insurance (sede Ticino) · Lugano (TI)
- Location
- Lugano
- Contract
- part-time
- Posted
- Yesterday
SalaryCHF 142'000 - 249'500
Role overview
Zurich Group Investment Management, Inc. (ZGIM), a part of Zurich North America, is seeking an Investment Operations 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 Operations Associate Director to join the Investment Administration and Accounting (IAA) team.
- The candidate selected will be located at our Parsippany, NJ office.
- Managing the end-to-end processing, posting, and clearing of transactions related to private debt instruments
- Overseeing income payments, capital calls, distributions, and lifecycle events for private market assets
- High School Diploma (or equivalent) and 7-10 or more years of experience in the Investment Operations area Preferred Qualifications: CFA designation
- Your pay at Zurich is based on your role, location, skills, and experience.
Main responsibilities
- Managing the end-to-end processing, posting, and clearing of transactions related to private debt instruments
- Overseeing income payments, capital calls, distributions, and lifecycle events for private market assets
- Ensuring accurate and timely month-end closing activities for private debt instruments and alternative investments products
- Performing monthly reconciliations of private asset holdings, alternative investments products and related cash accounts
- Acting as a subject matter expert for private markets operations, supporting internal initiatives, system enhancements, and client-specific requirements.
- Collaborating with investment teams, custodians, and third-party administrators to resolve complex operational issues.
- Leading automation and digitalization efforts tailored to the nuances of private and illiquid assets
- Leading the development, enhancement, and maintenance of internal controls and quality assurance processes, ensuring accuracy, compliance, and risk mitigation across investment accounting and reporting activities. Basic Qualifications:
- Bachelor’s Degree in Business Administration, Finance, or Accounting with 5 or more years of experience in the Investment Operations area OR
- 5 or more years of experience with exposure to private debt and alternative investment products
Key requirements
- High School Diploma (or equivalent) and 7-10 or more years of experience in the Investment Operations area Preferred Qualifications: CFA designation
- Your pay at Zurich is based on your role, location, skills, and experience.
- At Zurich, we value your ideas and experience.
Application process
- Strong motivation to stay current with emerging technologies, including the practical application of AI features, to drive innovation and continuous improvement.
- Your pay at Zurich is based on your role, location, skills, and experience.
- We follow local laws to ensure fair compensation.
- You may also be eligible for bonuses and merit increases.
- If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us.
- The pay range shown is a national average and may vary by location.
- The proposed salary range for this position is $109,000 - $178,375, with short-term incentive bonus eligibility set at 15%.
- We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here .]
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
- Leading the development, enhancement, and maintenance of internal controls and quality assurance processes, ensuring accuracy, compliance, and risk mitigation across investment accounting and reporting activities. Basic Qualifications:
- High School Diploma (or equivalent) and 7-10 or more years of experience in the Investment Operations area Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No
Notes and original content
- Responsibilities:
- Leading the development, enhancement, and maintenance of internal controls and quality assurance processes, ensuring accuracy, compliance, and risk mitigation across investment accounting and reporting activities.
- Basic Qualifications:
- High School Diploma (or equivalent) and 7-10 or more years of experience in the Investment Operations area
- CFA designation
- Please note: Zurich does not accept unsolicited CVs from agencies.
- Location(s): AM
- Parsippany
- Remote Working: Hybrid
- Schedule: Full Time
