Treasury: Capital Management & Group Insurance Analyst 100% (f/m/d)

Tasks

As a Capital Management & Group Insurance Analyst, you will be responsible for the following tasks:

• Planning and execution of external and internal capital transactions (including hybrid capital) as well as financing transactions for the Julius Baer Group / Bank Julius Baer
• Support for the internal dividend collection and planning process in accordance with local laws and regulations
• Preparing for equity injections, capital reductions, and/or debt financings of legal entities in close collaboration with tax, legal, and local management (regional/divisional CFOs)
• Assessment and potential execution of risk transfer transactions and asset-backed financing
• Management of liquidity for the listed holding company (Julius Baer Group)
• Participation in the administration of group insurance policies with a focus on financial lines in cooperation with the insurance broker
• Assistance with the administration of employee DB0 plans (outside Switzerland) in collaboration with the insurance broker
• Support in maintaining relationships with the Group's key investment banks

Requirements

We are looking for someone who is proactive, analytical, and willing to learn:

• University degree in economics, finance, mathematics, engineering, or a related field
• 3–5 years of experience in a similar role or in the capital markets division of an investment bank
• Ideally, experience as a project manager, including coordinating various stakeholders across functions
• Strong analytical skills with extensive experience in Microsoft Office, including creating structured financial models in Excel and producing high-quality presentations in PowerPoint
• An independent, resilient, and team-oriented individual who can work under pressure while paying close attention to detail
• High social competence paired with excellent communication skills
• Practical, solution-oriented mindset with a proven track record of close collaboration across corporate functions

We offer

We offer a challenging and varied role in a dynamic team.