Graduate Portfolio Strategy & Review Analyst

Bank Julius Bär & Co. Ltd.; Zürich; Vor Ort; CHF 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Tailored career path

Global perspective

Mentorship program

International assignment

Zusammenfassung

Julius Baer invites graduates to join an 18-month Graduate Programme designed to unfold potential through three rotations, including an international assignment. You will gain hands-on experience, build a global network, and lay the foundation for a thriving career in wealth management.

The Portfolio Reviews Specialist Team enhances portfolio advisory quality and scalable revenue support, with responsibilities spanning inputs from asset allocation to standardized advisory experiences for Advice

Qualifikationen

• Master’s degree in Banking & Finance with above-average grades.
• Initial practical experience in Asset Class/Product or Portfolio Management.
• Fluency in English and German; additional languages a plus.
• Eligibility to work in the country where you apply for the position.

Aufgaben

• Work with Global Asset Class Specialists and Relationship Managers to review and rebalance Advice Premium client portfolios.
• Develop a scalable process to analyse Advice Premium client portfolios efficiently.
• Maintain a database of conviction Buy ideas and Sell recommendations, aligned with CIO views.
• Generate presentation materials (charts, tables, etc.) for Relationship Managers to discuss with clients.

Kenntnisse

Fluency in English

German language

Global mindset

Interpersonal skills

Ausbildung

Master’s degree in Banking & Finance

Jobbeschreibung

Julius Baer invites graduates to join an 18-month Graduate Programme designed to unfold potential through three rotations, including an international assignment. You will gain hands-on experience, build a global network, and lay the foundation for a thriving career in wealth management.

The Portfolio Reviews Specialist Team enhances portfolio advisory quality and scalable revenue support, with responsibilities spanning inputs from asset allocation to standardized advisory experiences for Advice