Senior AEI Analyst

Senior AEI Analyst

Location: Douglas, Isle of Man

We’re looking for a highly motivated Senior AEI Analyst with a strong blend of Operational expertise and Automatic Exchange of Information (AEI) regulatory knowledge. In this role, you’ll play an integral part in ensuring our annual AEI reporting is accurate, compliant, and delivered on time, while supporting the ongoing development and improvement of our processes.

You’ll work closely with colleagues across the business, provide guidance on complex queries, and help drive a culture of continuous improvement and operational excellence.

If you thrive in a detail‑focused environment, enjoy problem‑solving, and are confident influencing and supporting others, this could be the ideal role for you.

• Create and submit annual AEI reports, ensuring accuracy and compliance.
• Lead and support Annual Processing activities.
• Support Recalcitrant customer work.
• Conduct procedural reviews and support process mapping exercises.
• Maintain up‑to‑date AEI regulatory knowledge and apply it to operational procedures and reporting requirements.
• Carry out impact assessments for system or process changes.
• Act as a key liaison between business areas, ensuring clear and timely communication.
• Participate in testing, implementation activities, and team training.
• Support the team by handling complex queries and escalations.
• Identify and drive continuous improvement opportunities to enhance processes, improve quality and increase capacity.
• Ensure the team delivers high‑quality reporting ahead of tight deadlines.
• Work with colleagues to allocate work effectively, adjusting plans as needed to meet business demands.

• A commitment to working in line with Zurich’s Values.
• Experience in Operational Delivery (preferred).
• Strong Microsoft 365 skills, especially Excel
  .
• Excellent holistic problem‑solving abilities.
• A mindset that embraces innovation and challenges the status quo.
• Exceptional attention to detail.
• High levels of initiative and ownership.
• Strong communication and presentation skills, with the ability to influence and engage different audiences.
• Confidence in managing competing priorities through effective time management and organisation.
• A hardworking, enthusiastic approach, with the ability to motivate others and encourage team ownership.

At Zurich on the Isle of Man, our sense of community is strong and we’re particularly passionate about diversity and inclusion. We want our people to bring their whole selves to the workplace and ensure everyone is made to feel welcome, regardless of their background, race, gender or sexual identity, beliefs, or culture. We are committed to treating all our applicants fairly and with respect, irrespective of their actual or assumed background, disability, or any other protected characteristic.

We have an environment that places a real importance on our people’s wellbeing from a physical, mental, social and financial perspective. We work with our wellbeing partners and industry experts to provide the best advice and access to a wealth of lifestyle support. We’re also committed to continuous improvement, and we offer access to a comprehensive range of training and development opportunities.

We’re passionate about supporting employees to help others by getting involved in volunteering, charitable and community activity. Our charitable arm, Zurich Community Trust, is one of the longest‑established corporate trusts in the UK. In that time, we’ve awarded grants and volunteered time to deserving causes in the UK valued at over £90 million.

So, make a difference. Be challenged. Be inspired. Be supported. Love what you do. Work for us.

• Competitive salary.
• 12% defined non‑contributory pension scheme.
• Annual company bonus.
• Income protection.
• Life cover – four times your salary.
• Free car parking, including electric car charging points.

• 28 days holiday a year plus bank holidays.
• The option to buy up to an additional 20 days or sell some of your holiday.
• Three days paid volunteering.
• Up to 16 weeks’ full pay for maternity, paternity and adoption leave.

• Access to private medical insurance.
• Virtual GP appointments.
• Free flu jab.
• Access to a wealth of support from our wellbeing partners.
• Flexible working.
• Free fruit on a weekly basis.

• Creating a brighter, more sustainable future underpins all that we do here in Zurich. Our modern and sustainable office is BREEAM and SAGE Plus accredited.
• Zurich is passionate about supporting employees to help others by getting involved in volunteering, charitable and community actively through the IOM Staff Charity Fund.