Finance Performance & Initiatives Lead

Julius Baer; Zürich; On-site; CHF 90,000 - 120,000; Full time

Job summary

Julius Baer in Zurich invites a motivated Financial Analyst, Performance- & Initiative Manager, to shape profitability and cost management for the Private Banking franchise in Western Markets & Switzerland.

You will partner with senior management, drive quantitative analyses, lead initiatives to improve front-office P&L, and deliver concise presentations. Fluency in German and English is required.

Qualifications

• Strong academic record in Finance, Accounting, Economics or comparable field with above-average grades.
• 2-3 years experience in a comparable finance/related function within banking or consulting focusing on banking.
• Good knowledge of Private Banking and global financial markets.
• Excellent slide-writing skills for audience-specific communication.
• Advanced Excel and data handling skills for in-depth quantitative analyses.
• Knowledge of data analytics & visualization tools (e.g. Tableau) is an advantage.
• Strong communication and interpersonal skills to collaborate with senior stakeholders.
• Strong analytical, conceptual skills, fast thinker and team player.
• Capital/balance sheet management knowledge is a plus.
• Strong personal drive, organizational and multitasking skills under pressure.
• Fluent in German & English; other languages are a plus.
• Eligibility to work in the country of application.

Responsibilities

• Drive and perform in-depth quantitative analyses using MIS to identify Front Office trends and P&L impact.
• Lead and coordinate initiatives to improve front office P&L performance with reporting and rollout for the Bank's biggest Region.
• Prepare concise, insightful, visually appealing presentations for management meetings.
• Act as sparring partner to the Front in Finance topics with exposure to senior management and key stakeholders (Accounting, Treasury, Capital Management, Credit).
• Run business case assessments and market strategy reviews for decision-making.
• Enhance Performance Management and reporting landscape to track long-term strategy execution.

Skills

Advanced Excel

Data analytics

Slide writing

Communication skills

Analytical skills

Balance sheet knowledge

Multitasking

Proactive mindset

German-English fluency

Work eligibility

Education

University degree in Finance/Accounting/Economics

Tools

Tableau

Job description

Julius Baer in Zurich invites a motivated Financial Analyst, Performance- & Initiative Manager, to shape profitability and cost management for the Private Banking franchise in Western Markets & Switzerland.

You will partner with senior management, drive quantitative analyses, lead initiatives to improve front-office P&L, and deliver concise presentations. Fluency in German and English is required.