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Zurich, Zurich, CH

Investment Steering Analyst EMEA (80-100%)

We are looking for a new colleague who enjoys working and developing in an international, fast paced and challenging Asset Management environment. If you exhibit good strategic instinct that can be applied to crafting optimal Strategic Asset Allocation (SAA) for Asset Management and each of our subsidiaries, then the opportunity in our Investment Steering EMEA team might be for you!


About the Role


In this role, you will be acting as the bridge between our clients - the EMEA based legal entities - and Asset Management. You will get an excellent opportunity to participate in cross functional projects collaborating both within Asset Management as well as with legal entity and other Group function partners. 


You will


  • Analyze Swiss Re's overall investment strategy from a legal entity point of view, including implications on Solvency II, SST and other capital regimes, as well regulatory considerations and tax and accounting impacts
  • Support preparing the material and analysis required to present the investment results and strategy proposals as well as designing investment tools and infrastructure to drive an efficient investment process 
  • Work closely with Portfolio Managers to ensure that legal entity and other considerations are appropriately addressed
  • Collaborate in steering the Group's ALM, considering implications across various accounting bases (EVM, local statutory, US GAAP, etc)
  • Craft and update legal entity investment guidelines for approval by the Local CFO and the Board of Directors as well as supervise activities and keep current on portfolio positioning in this respect


About the Team


The Asset Management Client Solutions & Analytics (CSA) team is the center of excellence for the provision of investment steering and financial markets analytics expertise across Swiss Re. The team provides a dedicated port-of-call for the Business Units and Corporate Functions, as well as other teams across Asset Management, enabling their respective strategies through supporting new business, design of structured transactions, enhanced analytics, risk mitigation and the efficient steering of investment positioning activity.


The Investment Steering Carriers & Regions ("ISCR") team is part of CSA and plays an integral role in crafting and implementing the SAA. We are also responsible for representing Asset Management to the management bodies and Boards of the (re)insurance operating entities and thus serve as the relationship manager with these clients, covering all investment related topics. Furthermore, we define investment mandates for internal and external managers and steer the use of legal entity balance sheets with regards to investments.


About You


Your excellent interpersonal skills allow you to work as a trusted specialist advisor to achieve an optimized outcome by aligning the interests of various business partners and other functions. 


  • You have achieved a bachelor's degree or equivalent in Business Management, Finance, Economics, or another related field.
  • You have knowledge of major asset classes, investment types, investment analytics and risk management models.
  • Minimum of 2 years meaningful experience in the insurance or financial services industry. 


A Plus

  • Knowledge of (re)insurance business, regulation, taxes and accounting in Switzerland and Europe
  • Holding a CFA, FRM or actuarial designation


Interested to expand your knowledge and continue your career journey with us? We look forward to your application!




About Swiss Re


Swiss Re 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. We anticipate and manage a wide variety of risks, from natural catastrophes and climate change to cybercrime. Combining experience with creative thinking and cutting-edge expertise, we create new opportunities and solutions for our clients. This is possible thanks to the collaboration of more than 14,000 employees across the world.

Our success depends on our ability to build an inclusive culture encouraging fresh perspectives and innovative thinking. We embrace a workplace where everyone has equal opportunities to thrive and develop professionally regardless of their age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics. In our inclusive and flexible environment everyone can bring their authentic selves to work and their passion for sustainability.



Reference Code: 125284 



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