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

Bank Julius Bär & Co. Ltd.; Madrid; Remote; EUR 50,000 - 80,000; Full time

Job summary

Julius Baer in Madrid seeks a transformation analyst to help plan and deliver strategic business and regulatory initiatives. You will coordinate across distributed teams, manage governance, and translate strategic priorities into practical plans while shaping change and adoption across the organization.

The role requires a university degree and up to 3 years in consulting or financial services, with strong communication and English proficiency for global collaboration.

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.
• 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

Communication

Presentation skills

Stakeholder coordination

Analytical thinking

Education

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

Tools

Microsoft PowerPoint

Microsoft 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.

The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them - in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success. Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after the employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits and extensive career development programmes.

For more information visit www.juliusbaer.com or contact us via the Contact Form.