Treasury & ALM Strategist — Risk, Growth & Insight

Julius Baer; Zürich; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Julius Baer in Zurich seeks a seasoned treasury professional to lead analysis, forecasting, and risk reporting for the Group Treasury. You will develop dashboards, standardize reporting, and collaborate with cross-functional teams to optimize balance sheet management and credit analytics.

The role emphasizes data-driven decision support, automation of reporting processes, and effective communication with senior stakeholders across the bank.

Qualifikationen

• Advanced degree in Finance, Economics, or related field; CFA/CPA desirable.
• 4+ years of professional experience in treasury, credit, or related financial role.
• Strong analytical skills to interpret complex financial data and economic conditions.
• Experience with dashboards and Tableau is considered an advantage.

Aufgaben

• Provide expert analysis on Treasury topics such as net interest income development, FX impacts, balance sheet dynamics, and credit topics to senior management.
• Lead performance measurement, forecasting, and budgeting for the Group Treasury sub-division.
• Serve as SME for Treasury P&L, bond portfolio, and investments initiatives.
• Design and develop analytical tools, reporting frameworks, and dashboards for Treasury decision-making.

Kenntnisse

Analytical thinking

Communication

Problem solving

Stakeholder management

Ausbildung

Advanced degree in Finance or Economics

CFA/CPA desirable

Tools

Excel

Tableau

Jobbeschreibung

Julius Baer in Zurich seeks a seasoned treasury professional to lead analysis, forecasting, and risk reporting for the Group Treasury. You will develop dashboards, standardize reporting, and collaborate with cross-functional teams to optimize balance sheet management and credit analytics.

The role emphasizes data-driven decision support, automation of reporting processes, and effective communication with senior stakeholders across the bank.