Junior Financial Planner

Your challenge

As a Junior Group Financial Planner, you will be part of a dynamic team that drives the Julius Baer Group’s financial planning and forecasting processes. This is a key role supporting the Group’s overall management and helping it achieve its goals. You will serve as a central center of expertise for planning matters and Group-level analytics and will have the opportunity to actively participate in Group-wide strategic financial initiatives. Your responsibilities include:

• Support and advance the mandate of the Group Budgeting & Planning team, which is responsible for all group-wide financial planning, forecasting, and scenario development activities
• Conducting regular financial analyses and selecting specific areas for in-depth review to explain and forecast financial performance at the group level and at the regional/business unit level
• Further development of integrated financial planning capabilities and methods across profit and loss, balance sheet, and capital dimensions to ensure process efficiency and forecasting accuracy, using appropriate tools and a high degree of automation
• Preparing presentations for senior management with a clear and concise message and a focus on presenting the big picture
• Collaborate with relevant stakeholders from corporate functions, regions, and business units to coordinate forecasting and planning processes from an end-to-end perspective
• Maintenance of documentation for key processes and models

Your profile

We are looking for a candidate with:

• Strong academic background: a university degree in business administration, finance, economics, or a related field, preferably at the master’s level
• Postgraduate qualifications (e.g., CFA, FRM, CIMA) are a plus
• 2+ years of relevant experience in (investment) banking, valuation, consulting (Top 3 / Big 4), or transaction advisory; ideally with a focus on financial services / industries
• A practical, solution- and growth-oriented mindset, willing to go the extra mile
• Business-level English proficiency; German proficiency is considered an asset