Investment & Financial Controlling Specialist

ERGO is one of the major insurance groups in Europe and part of Munich Re Group, operating in 25 countries. In Greece, through a comprehensive spectrum of insurance solutions we aim to make a meaningful impact in the lives of our 1.000.000 customers, by addressing their insurance needs in a human, transparent and simple manner. We add value by delivering reliable products, simple procedures and outstanding customer experience.

Are you interested to join our team? We are currently looking for an

Investment & Financial Controlling Specialist

As a part of a dynamic team you will support our investment and financial controlling processes and manage the investment accounting and reporting of our company’s portfolio.

Your day-to-day:

• Overseeing Investment and Financial Controlling activities, including reporting, planning and budgeting.
• Cooperating with Group Asset Manager in the development of company’s Investment Strategy.
• Managing Investment accounting and supporting back-office operations, including liaising with Asset Managers, Banks and Custodians.
• Participating in the preparation of IFRS financial statements and Solvency II (SII) Reporting for investment-related topics.

What we are looking for:

Experience: 2-3 years in investment reporting and accounting as well as financial controlling. Experience in the insurance industry is an asset.

Technical Expertise:

• Solid knowledge of IFRS (especially IFRS 9) and SII Regulation.
• Familiarity with investment assets, capital markets, and basic portfolio management principles.
• Proficiency in Excel; knowledge of SAP, MIS tools, or asset management software is a plus.

Language Proficiency: Advanced communication skills in both English and Greek, written and oral.

Personal Attributes:

• Exceptional analytical skills and the ability to organize, evaluate and interpret data logically and concisely.
• Strong skills in effectively presenting data and insights.
• Sound judgment and professionalism in decision-making.
• Results-oriented, with a focus on delivering high-quality outputs on time.
• Team player, coordinating well across levels and functions.
• Commitment to continuous learning and professional development.

What we offer:

• Dynamic Environment: Join a fast-paced environment in a leading multinational insurance company with a strong team culture.
• Competitive Package: Enjoy a competitive remuneration and benefits package, including a health and pension insurance plan.
• Career Growth: Access continuous learning opportunities and career development prospects.

If you are a passionate professional, seeking for new opportunities, ERGO is the employer you are looking for!