Strategic Financial Analyst & Performance Manager

Role Overview

Join a dynamic team of finance experts as a Strategic Financial Analyst & Performance Manager, driving finance-related projects and creating impact on profitability, performance, and cost management topics for Julius Baer’s private banking business in Western Markets & Switzerland.

What You Will Do

Perform in-depth quantitative analyses, act as a sparring partner to senior management, support financial planning and performance management processes, develop tools for data automation, and enhance the performance management and reporting landscape.

Why It Might Be a Fit

The ideal candidate has a strong academic record, at least 4-5 years of experience in finance or related functions, excellent Excel and data handling skills, and strong communication and interpersonal skills.

Requirements

• University degree in Finance, Accounting, Economics or comparable field of study with above-average grades
• At least 4-5 years of experience in comparable finance or related function within banking / financial industry or in management consulting with focus on banking
• Excellent Excel and data handling skills paired with affinity to derive in-depth quantitative analyses
• Data visualization / business intelligence tools knowledge (e.g. Tableau/Power BI) is a great advantage
• Fluent in English (spoken and written), other languages (i.e. German) are an advantage