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

Tasks

• Planning and execution of external and internal capital transactions (including hybrid capital) and financing transactions for the Julius Baer Group / Bank Julius Baer
• Supporting the internal dividend collection and planning process in accordance with local laws and regulations
• Preparation of equity injections, capital reductions and/or debt financing of legal entities in close cooperation with tax, legal, and local management (regional/divisional CFOs)
• Evaluation and possible implementation of risk transfer transactions and asset-backed financing transactions
• 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
• Support in handling employee DBO schemes (outside Switzerland) in cooperation with the insurance broker
• Support in maintaining relationships with the Group's most important investment banks

Requirements

• 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 department 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
• Independent, resilient, and team-oriented personality who can work under pressure while paying 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