Financial Analyst - Performance & Initiative Manager 100% (f/m/d)

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

YOUR CHALLENGE

• Drive & perform in-depth quantitative analyses (using Management Information System) to identify Front Office trends & insights at an early stage with respect to P&L impact and the use of Balance Sheet products and define actionable measures to drive & improve respective performance 

• Lead & coordinate initiatives that trigger improvement of front office P&L performance – incl. conceptualization, implementation and rollout with reporting & progress tracking (e.g. revenue / profitability initiatives etc.), for the biggest Region within the Bank’s global business

• Prepare concise, insightful & visually appealing presentations on various finance topics for management meetings

• Act as a sparring partner to the Front in the context of Finance topics, with direct exposure to senior management and key stakeholders across the bank (e.g. Accounting, Treasury, Capital Management, Credit)

• Run business case assessments and market strategy reviews on a regular basis and derive conclusions for decision-making

• Enhance Performance Management and reporting landscape to enable tracking of Julius Baer's long term business strategy execution

YOUR PROFILE

• Strong academic record: University degree in Finance, Accounting, Economics or comparable field of study with above-average grades

• At least 2-3 years of experience in a comparable finance or related function within banking / financial industry or in management consulting

• Good knowledge and understanding of the Private Banking business and global financial markets

• Advanced Excel and data handling skills paired with affinity to derive in-depth quantitative analyses

• Further knowledge of data analytics & visualization applications (e.g. Tableau) are an advantage

• Excellent slide writing skills with ability to prepare ‘target audience specific’ communication

• Strong analytical, conceptual skills and fast thinker

• Capital / balance sheet management knowledge (incl. implications of interest rate development) is a plus

• Strong personal drive with good organizational and multi-tasking skills as well as ability to work under pressure and meet tight deadlines

• Very good communication & presentation skills and outstanding team player

• Highly motivated, independent, pro-active and meticulous work method with a results-oriented mindset and problem-solving attitude

• Fluent in German & English (spoken and written), other languages are an advantage

• Eligibility to work in the country where you apply for the position

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site .

Is this not quite what you are looking for? Set up a job alert by creating a candidate account here .