Job offer

Team Head Operations - Client Investment Reporting 100% (f/m/d)

The position of Team Leader Client Investment Reporting at Julius Baer involves leading a team to produce high-quality, compliant client reports and coordinating inquiries and escalations. The ideal candidate will have leadership experience, expertise in securities and investment reporting, and excellent communication and analytical skills.

Job description

About the job

Team Head Operations - Client Investment Reporting 100% (m/f/d)

Tasks

  • Act as the main point of contact for front office teams, efficiently managing inquiries, service requests, and escalations
  • Plan and assign team workloads to ensure optimal performance, especially during peak periods and month-end/year-end closing cycles
  • Coordinate the integration of new products and regulatory updates into reporting processes, working closely with product, IT, and compliance teams
  • Drive continuous improvement by streamlining workflows, automating manual steps, and improving process scalability and efficiency.
  • Promote team development through regular coaching and feedback sessions, while maintaining up-to-date knowledge databases and providing training for stakeholders.

Requirements

  • Leadership skills & human resources management: proven ability to lead, motivate, and develop professionals in a results-oriented environment; experience in performance management and conflict resolution
  • Technical expertise: deep understanding of securities, methods for measuring investment performance, and related disclosure requirements and standards
  • Operational excellence: strong track record in managing mission-critical operations with zero tolerance for error; deep understanding of internal controls and risk mitigation
  • Communication & stakeholder engagement: excellent interpersonal skills with the ability to communicate clearly and confidently with customer advisors, managers, and cross-functional partners
  • Analytical thinking: confident when working with complex financial issues related to investments

We offer

No explicit benefits mentioned.

Job details

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