Job offer
Strategic Financial Analyst (80–100%) (f/m/d)
The Julius Baer Group is seeking a Strategic Financial Analyst (80–100%) for its team in Zurich, focusing on management reporting, controlling, and quantitative analysis. The ideal candidate will have a strong academic background in a quantitative field and at least 4–5 years of experience in a comparable finance role.
Tasks
- Take an active role in management reporting and control for operational management, including improving the existing reporting library and designing new products to support the future development of revenue and cost management frameworks for the region
- Conduct quantitative analyses and business case evaluations on a regular basis and prepare presentations for senior management
- Help build and maintain complex financial models that transform financial data into actionable insights
- Serve as a sounding board for the front office on financial matters (NWM, P&L, balance sheet, etc.), with direct access to senior management and key stakeholders within the bank
- Support the region's financial planning and performance management (including budgeting, forecasting, and scenario analysis)
- Support strategic financial initiatives that enable the region to achieve its financial goals
- Develop tools designed to enable further automation and more flexible, real-time use of data
Requirements
- Strong academic background in a quantitative field: a university degree in finance, accounting, econometrics, or a comparable field of study with above-average grades
- At least 4–5 years of experience in a comparable finance or related role within the banking industry, or a background in management consulting with a focus on the banking and finance sectors
- Strong interest in private banking and global financial markets
- Excellent analytical, conceptual, and problem-solving skills, with a strong aptitude for quantitative modeling
- Excellent Excel and data management skills. Programming skills (e.g., VBA, Python, SQL, R) and familiarity with data visualization and business intelligence tools (e.g., Tableau, Power BI) are a plus
- Advanced PowerPoint skills and a knack for automating presentation content, combined with
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