Strategy Associate (Insurance)

Role Overview

We have partnered with a leading global asset manager looking to hire a Strategy Associate to join their Zurich-based Quant team. This newly created role sits at the intersection of business strategy, cross-functional coordination, and communication-supporting the Head of the Quant team in translating technical initiatives into clear, actionable narratives across the firm’s European insurance platform.

The successful candidate will play a pivotal role in helping articulate what the Quant team is building, why it matters, and how it supports the broader platform`s strategic goals. This is a high-impact opportunity for someone who combines analytical acumen with strong communication skills and enjoys working across disciplines in a dynamic, globally integrated environment.

The position is best suited to candidates with 2-6 years of experience in investment banking, consulting, or other client-facing financial services roles, especially those who have worked closely with technical or investment teams and are comfortable operating across both strategic and operational dimensions.

Key Responsibilities

Strategic Planning & Communication

• Translate complex quantitative and investment initiatives into clear, structured narratives tailored to internal and external stakeholders.
• Draft business updates, strategy decks, and summary materials that explain the Quant team’s priorities, workflows, and value-add to the broader platform.
• Coordinate with global counterparts across New York, Germany, and other European offices to ensure strategic alignment.

Business & Client Strategy

• Partner with the Head of Quant to manage strategic planning, including project prioritization, resource allocation, and budget tracking.
• Track progress against key milestones such as new client onboarding, AUM growth, and regulatory readiness.
• Contribute to the preparation of materials for LP capital raises, third-party client pitches, and internal business reviews.

Regulatory & Analytical Exposure

• Develop a foundational understanding of European insurance regulation, particularly Solvency II and Matching Adjustment frameworks.
• Help interpret regulatory changes and articulate their strategic implications for the Quant team and broader investment function.

Cross-Team Coordination

• Serve as a connector across internal groups including ALM, Balance Sheet Management, Risk, and Client Relations.
• Ensure clear communication and alignment across geographies, disciplines, and stakeholder groups.

Requirements & Qualifications

• 2-6 years of relevant experience in one or more of the following:
• Investment banking or private banking, ideally in a client-facing or analytical capacity
• Strategy consulting, preferably within financial services
• Quantitative or finance-adjacent roles with significant communication and presentation responsibilities
• Strong analytical capabilities and comfort working with numbers, including financial modeling and data interpretation
• Exceptional communication skills-both written and verbal-with a proven ability to translate complex content into accessible messaging
• Highly organized, detail-oriented, and capable of managing multiple projects across timelines and stakeholders
• Strong proficiency in PowerPoint and Excel; familiarity with business planning or investor-facing material creation a plus
• Proactive, relationship-driven mindset and ability to operate effectively with senior leadership
• EU or Swiss citizenship preferred due to location-specific considerations