Client Regulatory Reporting Specialist 100% (f/m/d)

Julius Baer; Zürich; Vor Ort; CHF 90.000 - 150.000; Vollzeit

Zusammenfassung

Julius Baer in Zürich seeks a regulatory operations professional to ensure accurate daily reporting under EMIR, MiFID II/MiFIR, FinfraG and SRD2. You will collaborate with compliance and data teams to maintain quality and resolve reporting breaks.

The role requires 2–3 years in financial operations, a degree in Finance or Economics, and strong Excel skills. Fluency in English is essential; German is strongly preferred.

Qualifikationen

• 2–3 years of experience in operations within a financial institution, ideally involving regulatory transaction reporting or transaction monitoring.
• Solid understanding of investment products and their main characteristics.
• Familiarity with European financial regulations including EMIR, MiFID II/MiFIR, FinfraG, SRD2 reporting requirements is a plus.

Aufgaben

• Support the complete, accurate and timely execution of daily regulatory reporting obligations.
• Monitor and maintain high data quality standards by identifying discrepancies and escalating anomalies.
• Collaborate with internal stakeholders and compliance functions to resolve breaks and implement corrective actions.
• Support in business related change activities.

Kenntnisse

Regulatory reporting

Regulatory operations

English proficiency

Ausbildung

Bachelor's degree in Finance/Economics

Tools

Excel

Jobbeschreibung

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.

The role holder supports the complete, accurate, and timely execution of daily regulatory reporting obligations in compliance with the following financial market regulations: EMIR, MiFID II/MiFIR, FinMIA/ FinfraG, Bank of Israel and Shareholder Rights Directive II (SRD2).

YOUR CHALLENGE

• Support the complete, accurate and timely execution of daily regulatory client reporting obligations in compliance with the financial market regulations of Bank of Israel, EMIR, MiFID II/MiFIR, FinfraG (Switzerland), and SRD2 (Shareholder Identification)
• Monitor and maintain high data quality standards by identifying discrepancies, initiating corrections, and escalating anomalies according to defined procedures
• Collaborate closely with internal stakeholders and compliance functions to resolve breaks, clarify reporting obligations, and implement corrective actions
• Support in business related change activities

YOUR PROFILE

• Minimum 2-3 years of experience in operations within a financial institution, ideally involving regulatory transaction reporting or transaction monitoring
• Solid understanding of investment products and their main characteristics
• Practical familiarity with European financial regulations, including EMIR, MiFID II/MiFIR, FinfraG, and SRD2 reporting requirements is a plus
• Bachelor's degree in Finance, Business, Economics or a related discipline
• Fluency in English (written and spoken); proficiency in German is strongly preferred
• Working knowledge of Microsoft Excel; experience with regulatory transaction reporting platforms is beneficial