Julius Baer
Financial Services
FinancialAnalyst-Performance&InitiativeManager
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“Financial Analyst - Performance & Initiative Manager at Julius Baer. Skills: Performance Management, Initiative Management, Quantitative Analysis. Drive quantitative analyses to identify trends. Define actionable measures to improve performance”
What You'll Achieve.
Drive & improve performance; Create impact on profitability; Create impact on cost management
Industry & Context.
Analytical skills; Conceptual skills; Problem-solving attitude
Eligibility to work in country
What They're Looking For.
Must Have
University degree in Finance, Accounting, Economics or comparable, 2-3 years experience in finance or banking, Fluent in German & English
Nice to Have
Knowledge of data analytics & visualization applications, Capital / balance sheet management knowledge, Other languages are an advantage
What You'll Do.
Drive quantitative analyses to identify trends
Define actionable measures to improve performance
Lead initiatives to improve front office P&L performance
Prepare presentations on finance topics for management
Act as sparring partner for Finance topics
Run business case assessments
Run market strategy reviews
Derive conclusions for decision-making
Enhance Performance Management landscape
Enable tracking of business strategy execution
How You'll Work.
Team & Collaboration
Sparring partners to senior management; Exposure to senior management; Stakeholders across the bank
Communication Scope
Target audience specific communication; Concise presentations; Insightful presentations; Visually appealing presentations
Process & Methodology
Conceptualization, Implementation, Rollout, Progress tracking
Full Job Description
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. We are looking for a highly motivated Financial Analyst, Performance- & Initiative Manager who is passionate about driving finance related projects and create impact on profitability, performance and cost management topics for Julius Baer’s private banking business in Western Markets & Switzerland. You will be joining a dynamic and experienced team of Finance experts who act as sparring partners to the regional senior management, supporting them in achieving their objectives and anticipating trends in the financial performance at an early stage. In this challenging and exciting role, you will be part of the CFO Western Markets & Switzerland team, and report to the Head of Performance Management, Business Partnering & Initiatives ## **YOUR CHALLENGE** * Drive & perform in-depth quantitative analyses (using Management Information System) to identify Front Office trends & insights at an early stage with respect to P&L impact and the use of Balance Sheet products and define actionable measures to drive & improve respective performance * Lead & coordinate initiatives that trigger improvement of front office P&L performance – incl. conceptualization, implementation and rollout with reporting & progress tracking (e.g. revenue / profitability initiatives etc.), for the biggest Region within the Bank’s global business * Prepare concise, insightful & visually appealing presentations on various finance topics for management meetings * Act as a sparring partner to the Front in the context of Finance topics, with direct
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