Job offer
Treasury: Capital Management & Group Insurance Analyst 100% (f/m/d)
As a Capital Management & Group Insurance Analyst at Julius Baer in Zurich, you will be responsible for planning and executing capital transactions, managing the holding company's liquidity, and assisting with the administration of group insurance policies. You should be analytical, motivated, and proactive, with 3-5 years of experience in a similar role or in the capital markets department of an investment bank.
Tasks
As a Capital Management & Group Insurance Analyst, you will be part of a dynamic team at the heart of Julius Baer Group Treasury, driving the execution of the Group’s capital transactions and managing the liquidity of the publicly listed holding company. - Drive the 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 the internal dividend collection and planning process in accordance with local laws and regulations - Prepare the execution of equity contributions, capital reductions, and/or debt financings for legal entities in close collaboration with tax, legal, and local management (regional/divisional CFOs) - Evaluate and, where appropriate, execute risk transfer transactions and asset-based financing transactions - Manage the liquidity of the listed holding company (Julius Baer Group) - Contribute to the administration of Group insurance policies with a focus on financial lines in collaboration with the insurance broker - Support the administration of employee DBO schemes (outside Switzerland) in collaboration with the insurance broker - Support relationship management with the Group’s key investment banksRequirements
We are looking for someone who is proactive, analytical, and eager 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 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 - Strong interpersonal skills paired with excellent communication skills - Pragmatic, solution-oriented mindset with a proven track record of close collaboration across business functionsWe offer
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