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Julius Baer

Strategic Financial Analyst & Performance Manager 100% (f/m/d)

Julius Baer is hiring a Strategic Financial Analyst & Performance Manager 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.
  • Level classifies it as a mid-level role.
  • Level lists 190 other open roles at Julius Baer.

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 looking for a highly motivated Financial Analyst, Performance- & Initiative Manager who is passionate about driving finance related projects and create impact on profitability, performance and cost management topics for Julius Baer’s private banking business in Western Markets & Switzerland.

You will be joining a dynamic and experienced team of Finance experts who act as sparring partners to the regional senior management, supporting them in achieving their objectives and anticipating trends in the financial performance at an early stage.

In this challenging and exciting role, you will be part of the CFO Western Markets & Switzerland team, and report to the Head of Performance Management, Business Partnering & Initiatives.

YOUR CHALLENGE

  • Drive & perform in-depth quantitative analyses (using Management Information System) to identify Front Office trends & insights at an early stage with respect to P&L impact and the use of Balance Sheet products and define actionable measures to drive & improve respective performance 
  • Act as a sparring partner to the Front in the context of Finance topics, with direct exposure to senior management and key stakeholders across the bank (e.g. Accounting, Treasury, Capital Management, Credit)
  • Support the region’s financial planning and performance management processes (incl. budgeting, forecasting, scenario analysis)
  • Develop tools focusing on further automatization and more flexible & timely use of data
  • Run business case assessments and market strategy reviews on a regular basis and derive conclusions for decision-making
  • Enhance Performance Management and reporting landscape to enable tracking of Julius Baer's long term business strategy execution

YOUR PROFILE

  • Strong academic record: University degree in Finance, Accounting, Economics or comparable field of study with above-average grades
  • At least 4-5 years of experience in comparable finance or related function within banking / financial industry or in management consulting with focus on banking
  • Excellent Excel and data handling skills paired with affinity to derive in-depth quantitative analyses
  • Data visualization / business intelligence tools knowledge (e.g. Tableau/Power BI) is a great advantage
  • Strong communication and interpersonal skills to collaborate with multiple senior stakeholders
  • Strong analytical, conceptual skills, fast thinker and outstanding team player
  • Strong personal drive with good organizational and multi-tasking skills as well as ability to work under pressure and meet tight deadlines
  • Highly motivated, independent, pro-active and meticulous work method with a results-oriented mindset and problem-solving attitude
  • Good knowledge and understanding of the Private Banking business and global financial markets
  • Fluent in English (spoken and written), other languages (i.e. German) are an advantage
  • Eligibility to work in the country where you apply for the position

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

Strategic Financial Analyst & Performance Manager 100% (f/m/d) at Julius Baer rates 32 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.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ 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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