Financial Analyst, Performance- & Initiative Manager

About the role

Julius Baer is looking for a highly motivated Financial Analyst, Performance- & Initiative Manager to join its private banking business in Western Markets & Switzerland. You will work in the CFO Western Markets & Switzerland team, reporting to the Head of Performance Management, Business Partnering & Initiatives, and support regional senior management in achieving their objectives and anticipating financial performance trends.

Key responsibilities

• Carry out in-depth quantitative analyses using Management Information Systems to identify early Front Office trends and insights on P&L impact and the use of Balance Sheet products, and define measures to improve performance
• Lead and coordinate initiatives that improve Front Office P&L performance, including conception, implementation, rollout, reporting and progress tracking (e.g. revenue and profitability initiatives)
• Prepare concise, insightful and visually appealing presentations on finance topics for management meetings
• Act as a sparring partner to the Front Office on finance topics, with direct contact to senior management and key stakeholders such as Accounting, Treasury, Capital Management and Credit
• Run regular business case assessments and market strategy reviews and derive conclusions for decision-making
• Enhance the Performance Management and reporting landscape so that long-term business strategy execution can be tracked

Required profile

• University degree in Finance, Accounting, Economics or a comparable field with above-average grades
• At least 2-3 years of experience in a comparable finance or related function in banking, the financial industry or management consulting with a focus on banking
• Good knowledge of Private Banking and global financial markets
• Fluent spoken and written German and English; other languages are an advantage
• Eligibility to work in the country where you apply

Required skills

• Advanced Excel and data handling skills, with strong quantitative analysis abilities
• Excellent slide writing skills tailored to the target audience
• Data analytics and visualization tools such as Tableau are an advantage
• Knowledge of capital and balance sheet management, including interest rate developments, is a plus