Financial Analyst, Performance & Initiative Manager

About the role

Julius Baer is looking for a highly motivated Financial Analyst, Performance & Initiative Manager (80-100%, f/m/d) 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 on P&L impact and Balance Sheet product use, 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 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 enhance the performance management and reporting landscape

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 finance or related function in banking, financial services 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, with strong quantitative analysis skills
• Excellent slide writing and presentation skills
• 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