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 client reports, coordinating inquiries, and continuously improving processes. The ideal candidate will have leadership experience, investment expertise, and operational excellence.

Job description

Tasks

  • Serve as the primary point of contact for front office teams, managing inquiries, service requests, and escalations efficiently
  • Plan and allocate team workloads to ensure optimal performance, especially during peak periods and month/year-end 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 enhancing process scalability and efficiency
  • Promote team development through regular coaching and feedback, while maintaining up-to-date knowledge databases and providing training to stakeholders

Requirements

  • Leadership & People Management: Proven ability to lead, motivate, and develop professionals in a results-focused environment; experience in performance management and conflict resolution
  • Professional expertise: Deep understanding of securities, investment performance measurement methodologies, and associated reporting 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 client advisors, managers, and cross-functional partners
  • Analytical Thinking: Comfortable working with complex financial topics related to investment

We offer

No explicit benefits mentioned.

Location and working hours

  • Location: Zurich
  • Working hours: Full-time

Job details

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