Transformation Analyst - 100% (f/m/d)

Julius Baer; Madrid; Remote; EUR 42,000 - 64,000; Full time

Job summary

Julius Baer in Madrid seeks a transformation project professional to analyse processes, design solutions and drive strategic initiatives. You will gather requirements, define scope and ensure delivery aligns with business needs in a remote, distributed setup.

The role emphasizes governance, stakeholder engagement and clear executive updates, with a focus on practical change adoption and measurable outcomes.

Qualifications

• University degree in business, IS, economics, finance or related field.
• Up to 3 years of relevant experience in consulting, financial services, operations, or corporate transformation.
• Strong project management capabilities including planning, progress tracking, risk management and stakeholder coordination.
• Fluency in English and excellent communication skills.

Responsibilities

• Support planning and delivery of strategic transformation initiatives from initiation through implementation.
• Coordinate activities across geographically distributed teams and stakeholders, including remote collaboration.
• Drive project governance with status reporting, risk management, milestones and decisions.
• Analyze requirements, processes and operating models to identify improvements.
• Collaborate with business, technology and operations to implement solutions.
• Prepare executive presentations, business cases and management updates.
• Translate strategic priorities into structured project plans and next steps.
• Manage change, including stakeholder communications, workshops and training materials.

Skills

Project management

Stakeholder coordination

Communication and presentation

Analytical thinking

Team collaboration

English fluency

Education

University degree in Business Administration, Information Systems, Economics, Finance, or a related field

Tools

PowerPoint

Excel

Job description

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.

Responsible for analysing business processes, identifying areas for improvement and designing solutions to enhance business performance. This position will collaborate with stakeholders across the organization to gather requirements, define scope, and ensure that project deliverables meet business needs.

YOUR CHALLENGE

• Support the planning and delivery of strategic business and regulatory transformation initiatives from initiation through implementation.
• Coordinate project activities across geographically distributed teams and stakeholders, ensuring effective collaboration in a remote working environment.
• Drive project governance, including status reporting, risk and issue management, milestone tracking and decision preparation.
• Analyse business requirements, processes and operating models to identify improvement opportunities and support solution design.
• Collaborate with business, technology and operational teams to support implementation, change adoption and realization of project objectives.
• Prepare executive presentations, business cases and management updates to communicate progress, outcomes and key decisions.
• Translate strategic priorities into structured project plans and practical next steps.
• Manage change, including stakeholder communications, workshop coordination and training materials.

YOUR PROFILE

• University degree in Business Administration, Information Systems, Economics, Finance, or a related field.
• Up to 3 years of relevant experience in consulting, financial services, operations, or corporate transformation.
• Strong project management capabilities, including planning, progress tracking, risk management and stakeholder coordination.
• Ability to structure, coordinate and drive workstreams across multiple stakeholders in a fast-paced and distributed project environment.
• Excellent communication and presentation skills, with the ability to engage effectively with stakeholders at different organizational levels.
• Strong conceptual and analytical skills to understand business requirements, assess impacts, and support the design of practical solutions.
• Proficiency in Microsoft Office, particularly PowerPoint and Excel.
• Experience or interest in digital transformation, process improvement, automation, or AI-enabled business solutions.
• Fluency in English.

Proactive, self-driven and collaborative team player with a strong delivery mindset.