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

Julius Baer; Madrid; Hybrid; EUR 35,000 - 55,000; Full time

Job summary

Julius Baer seeks a driven professional to analyze business processes, design solutions, and support strategic transformation initiatives. You will coordinate activities across distributed teams, drive governance, and prepare executive updates to ensure alignment with business goals.

The role emphasizes requirements analysis, solution design, and collaboration with business, technology, and operations to realize project outcomes in a dynamic environment.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Project management

Stakeholder coordination

Business analysis

Communication skills

PowerPoint

Excel

Digital transformation

English fluency

Education

Bachelor's degree in Business Administration / 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.