ALM & Treasury Manager — Data-Driven Risk & Growth

CFA Institute; Zürich; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Julius Baer in Zurich seeks a seasoned Treasury & Risk Analyst to deliver in-depth analyses on NII, FX, and balance sheet dynamics, while leading forecasting, budgeting, and credit-risk reporting for senior stakeholders.

You will design dashboards and data models to enhance decision-making, automate processes, and support regulatory and governance requirements across Treasury and Credit functions.

Qualifikationen

• Advanced degree in Finance or Economics.
• 4+ years of treasury/credit experience.
• Strong analytical skills with complex data interpretation.
• Experience building dashboards and forecasting models to support decision making.

Aufgaben

• Provide expert analysis on Treasury topics (NII, FX, balance sheet dynamics) to senior management.
• Lead performance measurement, forecasting, and budgeting for Treasury.
• Serve as SME for Treasury P&L and bond portfolio initiatives.
• Design analytical tools, reporting frameworks, and dashboards for Treasury decisions.
• Drive data model development and automate reporting processes.
• Oversee end-to-end credit risk reporting to ensure regulatory and internal governance compliance.
• Lead or support cross-Treasury/Credit projects with timely delivery.
• Collaborate with cross-functional teams to optimize financial structures and processes.
• Foster high performance and knowledge sharing within the team.

Kenntnisse

Treasury analytics

Credit risk

Financial analysis

Excel

Tableau

Data modeling

Stakeholder management

Forecasting

Regulatory reporting

Dashboards

Ausbildung

Advanced degree in Finance or Economics

Tools

Tableau

Excel

MS Office

Jobbeschreibung

Julius Baer in Zurich seeks a seasoned Treasury & Risk Analyst to deliver in-depth analyses on NII, FX, and balance sheet dynamics, while leading forecasting, budgeting, and credit-risk reporting for senior stakeholders.

You will design dashboards and data models to enhance decision-making, automate processes, and support regulatory and governance requirements across Treasury and Credit functions.