Product Owner – Portfolio Analysis & Position Management 80%-100% (f/m/d)
Julius Baer is hiring a Product Owner – Portfolio Analysis & Position Management 80%-100% (f/m/d) in Zurich, Switzerland. Level rates it ; you can apply on Julius Baer.
Level's read on this job
- Level rates this role Little AI ●○○○: aI is not part of the work.
- Level classes it as a senior role.
- Julius Baer has 190 other open roles on Level.
AI in this role
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.
We are seeking an experienced and motivated Product Owner to lead the evolution of our core Position Management and Portfolio Analysis platform (Temenos Triple A). This business-critical system serves as the single source of truth for client holdings, performance reporting, and analytical insights across Julius Baer’s digital ecosystem—supporting both internal stakeholders and external clients.In this key role, you will define the global product strategy, target architecture, and delivery roadmap in close collaboration with business units, IT leadership, Enterprise Architecture, and international stakeholders within our Agile Release Train (ART) framework. Reporting into the Digital Business Transformation unit under the COO Office, you will lead a cross-functional, global team responsible for driving innovation, scalability, and operational excellence across the platform.
YOUR CHALLENGE
Key Responsibilities
• Take end-to-end ownership of the Position Management and Portfolio Analysis platform, balancing feature delivery, technical enhancement, and production stability.
• Define and communicate a clear, future-ready product vision, target state, and multi-year roadmap, aligned with group-wide business objectives and technology standards.
• Collaborate closely with business partners, architects, and engineering teams to prioritise and deliver high-value capabilities—including advanced valuation methods,
performance attribution, risk-adjusted returns and cash flow analytics.
• Lead backlog refinement, sprint planning, and release coordination within a Scaled Agile (SAFe) environment, ensuring timely and quality-driven delivery.
• Act as the primary point of contact between business and technology stakeholders; facilitate decision-making and manage expectations across geographies and functions.
• Champion DevOps and continuous improvement principles to enhance system resilience, scalability, and automation.
• Serve as the final gatekeeper during User Acceptance Testing (UAT), ensuring all solutions meet functional, performance, compliance, and usability requirements.
YOUR PROFILE
• Bachelor's or Master’s degree in Computer Science, Finance, Business Administration, or a related field.
• Minimum of 5 years of experience in product ownership or product management, ideally within wealth management, asset management, or investment operations.
• In-depth understanding of portfolio accounting concepts, including position valuation, performance measurement, accruals calculation, cashflow analysis and transaction processing.
• Demonstrated hands-on experience with the Temenos Triple A platform is strongly preferred.
• Proven track record in delivering complex technical projects using Agile methodologies (Scrum, SAFe) and DevOps practices.
• Experience managing distributed teams in a global, multicultural environment; familiarity with APAC, EMEA, and nearshore delivery models is advantageous.
• Strong analytical mindset with attention to detail, combined with excellent verbal and written communication skills.
• Ability to thrive in fast-paced, evolving environments and influence without direct authority.
• Fluent in English (written and spoken); additional languages are a plus.
What We Offer
• At Julius Baer, we offer more than just a job—we foster a culture of ownership, innovation, and long-term growth. You’ll work alongside talented professionals in a supportive yet challenging environment that values diverse perspectives and drives meaningful impact.
• Join us in shaping the future of digital banking and investment intelligence at one of the world’s leading wealth managers.
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
Product Owner – Portfolio Analysis & Position Management 80%-100% (f/m/d) at Julius Baer rates 35 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.
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.
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