Finance Business Partner – Global Product Solutions and CIO 100% (f/m/d)

Julius Baer is hiring a Finance Business Partner – Global Product Solutions and CIO 100% (f/m/d) in Zurich, Switzerland. Level rates it ; you can apply on Julius Baer.

Level's read on this job

Little AI ●○○○ is how Level rates this finance role: aI is not part of the work.
Tools and skills the posting cites include financial analysis, forecasting and budgeting.
Level classifies it as a mid-level role.
Level lists 197 other open roles at Julius Baer.
The role was posted within the past week.

AI in this role

Partner with global product solutions and CIO to drive financial reporting, data analysis, and forecasting activities.

financial-analysisforecastingbudgetingreportingdata-analysis

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.

Finance at Julius Baer partners with Julius Baer’s senior management to understand and steer financial performance and risk, providing insights and solutions through quantitative analysis, forecasting and financial planning.

The Finance team covering Global Product & Solutions and CIO Office is responsible for the financial oversight of Julius Baer’s trading activities, product offerings and investment management solutions within Julius Baer.

YOUR CHALLENGE

We are seeking an experienced financial professional to support the enhancement of our internal reporting capabilities and the analysis of data for ad hoc requests. In this role, you will work closely with stakeholders across Finance, Global Product & Solutions (GPS) and the CIO function. The ideal candidate will possess a unique blend of technical, financial, and interpersonal skills, with a strong background in data analysis and financial concepts.

The Finance Business Partner – Global Product Solutions and CIO is responsible for:

Reviewing and analysing 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

YOUR PROFILE

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

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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How we rate this

Finance Business Partner – Global Product Solutions and CIO 100% (f/m/d) at Julius Baer rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Key facts

Finance Business Partner – Global Product Solutions and CIO 100% (f/m/d) is an open job at Julius Baer.
Level rates this role AI Level 1 of 4: Little AI.
The role is based in Zurich.
The job was posted on November 2, 2026.
Seniority: mid.
Applications are handled by Julius Baer. Apply on Julius Baer

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Financial AnalysisForecastingBudgetingReportingData Analysis

Also common in finance jobs at this level

SQL Python AWS Generative AI AI agents Machine learning

Pay

Typical finance job: $105k

This posting doesn't list pay. Use the typical finance figure when pay comes up. See finance jobs

Questions you could be asked

Tell me about a project where financial analysis was part of your work. What did you do?
Tell me about a project where forecasting was part of your work. What did you do?
Tell me about a project where budgeting was part of your work. What did you do?
Tell me about a project where reporting was part of your work. What did you do?
Tell me about a project where data analysis was part of your work. What did you do?

Adapt your resume

List these exact terms on your resume: Financial Analysis, Forecasting, Budgeting, Reporting, and Data Analysis. An applicant tracking system matches the wording, not the idea.
Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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