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Bratislava, SK


Investment Portfolio Analyst (80-100%) 

About Swiss Re

The Swiss Re Group is one of the world’s leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. It anticipates and manages risk – from natural catastrophes to climate change, from ageing populations to cybercrime. The aim of the Swiss Re Group is to enable society to thrive and progress, creating new opportunities and solutions for its clients. Headquartered in Zurich, Switzerland, where it was founded in 1863, the Swiss Re Group operates through a network of around 80 offices globally. It is organised into three Business Units, each with a distinct strategy and set of objectives contributing to the Group’s overall mission.


About the Role

Joining us, you become responsible for performance monitoring of shareholder assets, including regular and ad-hoc analytical report production and the qualitative and quantitative assessment process of portfolios managed by external managers on behalf of Swiss Re. This entails calculation, monitoring and maintenance of various performance indicators. In this role, you coordinate PnL review for sign off, perform exposure and risk-return analysis and interpret the results.

You regularly update or build standard reporting packages. We are always looking for smarter ways to work which triggers many changes to existing processes. If you have an interest in database programming and would love to develop existing skills further, we have opportunities for you too. We offer a role that provides an exclusive opportunity to develop a toolkit of skills which will provide you an attractive foundation to build your career. By combining both business knowledge alongside with technical skillset, you are the right person to join our AM Middle Office team and do great here.


About the Team

We are the Middle Office Markets and Investment Services team working in Swiss Re's Asset Management. Our key role is to produce and interpret regular analytical reports documenting the developments on our investment portfolios. Joining us you become the key Middle Office contact for front office market teams.


Key team responsibilities are:

  • produce standard reporting and analysis on monthly/quarterly frequency with a focus on return, risk, exposure and transaction activity
  • review and compile the data, ensuring its accuracy and completeness
  • facilitate external investment managers monitoring
  • ensure the production of asset management board presentations across various investment products
  • lead various process and system improvement initiatives and stands as true partner for projects driven by front desk
  • learn and implement new solutions, tools, application on both the business and technical side


The team works closely with internal clients based in Zurich, New York and London as well as liaises with other AM teams or IT professionals.


About You

We are looking for a motivated, upbeat candidate with the following background and skills:

  • You have a university degree, preferably in finance/investment/economics, with a minimum of 2-3 years of relevant working experience
  • You have a strong command of English language
  • You have a very good understanding of various asset class products, portfolio analysis, and are curious to learn more
  • You have a proficient command in MS Excel
  • You are a good thinker and are attracted by analytical challenges
  • You can drive through ambiguous situations and find effective solutions
  • You bring along strong communication skills face to face as well as written, and are comfortable in communicating to a variety of partners
  • You are keen and fast in learning how to use new tools and technologies (Tableau, MS BI, Power BI)
  • You can deliver under the tight deadlines and drive your own initiative
  • You have basic understanding of SQL


Minimum base salary for this job from 1500 EUR gross/month/full time. Our offer to you may be higher based on your skills and experience and will include additional rewards and benefits.


We are required by law to disclose basic wage component (minimum salary) for the advertised positions. We carefully consider your professional competencies, qualifications and experience in our compensation package and/or when offering you other positions. Our compensation philosophy is to pay fairly, also considering market situation and the value employees may bring to Swiss Re. 


We are an equal opportunity employer, and we value diversity at our company. Our aim is to live visible and invisible diversity – diversity of age, race, ethnicity, nationality, gender, gender identity, sexual orientation, religious beliefs, physical abilities, personalities and experiences – at all levels and in all functions and regions. We also collaborate in a flexible working environment, providing you with a compelling degree of autonomy to decide how, when and where to carry out your tasks.

We provide feedback to all candidates via email. If you have not heard back from us, please check your spam folder.

Reference Code: 89020