Strategic Finance Partner – Global Product & CIO

Julius Baer; Zürich; On-site; CHF 120,000 - 150,000; Full time

Job summary

Julius Baer is seeking an experienced financial professional to support internal reporting enhancements and data analysis for ad hoc requests in the Global Product Solutions and CIO area. You will partner with Finance, GPS and CIO stakeholders to deliver insights and robust planning support.

The ideal candidate has at least 3 years in a similar role, a strong finance grounding, and a collaborative mindset to drive reporting automation and better decision support across the business.

Qualifications

• Above-average university degree (Bachelor's or Master's), or equivalent higher education, preferably in Finance, Economics, Business Administration, or a related field.
• At least 3 years of experience in a similar role, preferably within the banking industry or management consulting.
• Strong interest in financial markets and relevant industry developments.
• Knowledge of investment products and financial instruments.
• Strong analytical mindset combined with intellectual curiosity.
• High attention to detail, accuracy, and analytical rigor.
• Collaborative team player with strong interpersonal skills.
• Experience working with large and complex datasets.

Responsibilities

• Reviewing data across multiple sources of financial information.
• Providing insights and context to senior management on business performance and balance sheet and capital-related KPIs.
• Supporting forecasting, budgeting, and planning activities.
• Designing new internal reports and driving the automation and enhancement of existing reports.
• Collaborating closely with stakeholders across Finance, GPS, and CIO functions.
• Incorporating stakeholder feedback to continuously improve reporting, analytics, and decision-support capabilities.

Skills

Analytical mindset

Attention to detail

Interpersonal skills

Education

Bachelor's or Master's degree (Finance, Economics, Business Administration, or related)

Job description

Julius Baer is seeking an experienced financial professional to support internal reporting enhancements and data analysis for ad hoc requests in the Global Product Solutions and CIO area. You will partner with Finance, GPS and CIO stakeholders to deliver insights and robust planning support.

The ideal candidate has at least 3 years in a similar role, a strong finance grounding, and a collaborative mindset to drive reporting automation and better decision support across the business.