Julius Bär seeks a Financial Analyst to drive performance management and finance initiatives for Western Markets & Switzerland, reporting to the Head of Performance Management.
This position sits within the CFO Western Markets & Switzerland team and reports directly to the Head of Performance Management, Business Partnering & Initiatives. The role serves as a strategic sparring partner to regional senior leadership, helping to anticipate financial trends and drive projects that enhance profitability, performance, and cost efficiency in private banking.
Responsibilities
- Conduct deep quantitative analyses via the Management Information System to spot Front Office trends and recommend actionable steps.
- Spearhead initiatives aimed at improving Front Office P&L, covering conceptualization, implementation, rollout, and progress monitoring.
- Create clear, insightful, and visually engaging presentations on financial matters for management meetings.
- Collaborate closely with the Front Office on financial topics, providing direct exposure to senior management and key stakeholders.
- Evaluate business cases and review market strategies to support decision-making processes.
- Improve the Performance Management and reporting framework to track the execution of long-term business strategies.
Requirements
- University degree in Finance, Accounting, Economics, or a related field with strong academic results.
- 2-3 years of experience in a similar finance role within banking, financial services, or management consulting focused on banking.
- Solid understanding of Private Banking operations and global financial markets.
- Expertise in slide writing, with the ability to tailor communications to specific audiences.
- Advanced Excel and data handling capabilities, with a strong aptitude for quantitative analysis.
- Excellent communication and interpersonal skills to engage with senior stakeholders.
- Strong analytical and conceptual thinking, quick problem-solving abilities, and teamwork skills.
- High personal drive, organizational capability, and the ability to manage multiple tasks under pressure and tight deadlines.
- Proactive, meticulous, and results-oriented with a problem-solving mindset.
- Fluency in both German and English, spoken and written.
- Legal eligibility to work in Switzerland.
Nice to have
- Experience with data analytics and visualization tools such as Tableau.
- Knowledge of capital and balance sheet management, including the impact of interest rate changes.
- Proficiency in additional languages.
About the company
Julius Bär values individual qualities, empowering employees to be impactful, entrepreneurial, and proactive. The company is dedicated to shaping the future of wealth management together with its team.
- Celebrates individual qualities to foster impact and entrepreneurship.
- Empowers employees to take ownership and drive change.
- Focuses on collaboratively shaping the future of wealth management.
How to apply
Documents to submit:
Quelle: öffentlich zugängliche Karriereseite des Arbeitgebers. Batchly ist nicht der Arbeitgeber und steht nicht notwendigerweise in einem Vertragsverhältnis mit dem Unternehmen.