Job offer

Client Investment Reporting Specialist

The Julius Baer Group is seeking a Client Investment Reporting Specialist who will be responsible for preparing and managing client investment reports and ensuring a high level of service quality. The ideal candidate should have 2–3 years of experience in the financial industry and a solid understanding of investment products and methods.

Zurich

Julius Baer Group Ltd.

100%

Tasks

Provide responsive support to front-office units regarding client inquiries about investment reporting, ensuring prompt resolution and excellent service
Assist in the processing of multi-bank reporting services, ensuring the accuracy of data received from various platforms

Requirements

Bachelor's degree in finance, business, economics, or a related field
2–3 years of experience in the Operations department at a financial services company
A solid understanding of investment products and their key features
Demonstrable knowledge of portfolio valuation methods and performance measurement principles

We offer

No information available.

Original job description

Job details

Found on:

May 12, 2026

Employer:

Julius Baer Group Ltd.

job percentage:

100%

Place of work:

Zurich

Place found on:

https://juliusbaer.wd3.myworkdayjobs.com/en-US/External/job/Zurich/Client-Investment-Reporting-Specialist-100---f-m-d-----Contract-through-our-external-payroll-partner-with-immediate-start-until-31122027-with-possible-extension-_r-18347

About the employer:

The Julius Baer Group is a Swiss private bank.

It was founded in Zurich in 1890.

The focus is on international wealth management.

Today it is regarded as a leading provider in private banking.

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