Julius Baer seeks a Financial Analyst, Performance & Initiative Manager to drive finance-related projects and create impact on profitability, performance and cost management for the Private Banking business in Western Markets & Switzerland. You will join a dynamic team of finance professionals acting as sparring partners to regional senior management, supporting them in achieving their objectives and anticipating trends in financial performance at an early stage. In this role you will: perform in-depth quantitative analyses using the Management Information System to identify Front Office trends with respect to P&L impact and balance sheet product usage; define actionable measures to improve performance; lead and coordinate initiatives to enhance front office P&L performance, including conceptualization, implementation and rollout with reporting and progress tracking; prepare concise, insightful presentations for management meetings; act as a sparring partner to the Front in Finance topics with exposure to senior management and key stakeholders; run business case assessments and market strategy reviews; enhance Performance Management and reporting landscape to track Julius Baer’s long-term strategy execution. Requirements: university degree in Finance, Accounting, Economics or comparable field; 2-3 years of relevant experience in banking/financial industry or management consulting with focus on banking; good knowledge of Private Banking; advanced Excel and data handling; experience with data analytics/visualization (Tableau) is a plus; strong communication and interpersonal

Julius Baer seeks a Financial Analyst, Performance & Initiative Manager to drive finance-related projects and create impact on profitability, performance and cost management for the Private Banking business in Western Markets & Switzerland. You will join a dynamic team of finance professionals acting as sparring partners to regional senior management, supporting them in achieving their objectives and anticipating trends in financial performance at an early stage. In this role you will: perform in-depth quantitative analyses using the Management Information System to identify Front Office trends with respect to P&L impact and balance sheet product usage; define actionable measures to improve performance; lead and coordinate initiatives to enhance front office P&L performance, including conceptualization, implementation and rollout with reporting and progress tracking; prepare concise, insightful presentations for management meetings; act as a sparring partner to the Front in Finance topics with exposure to senior management and key stakeholders; run business case assessments and market strategy reviews; enhance Performance Management and reporting landscape to track Julius Baer’s long-term strategy execution. Requirements: university degree in Finance, Accounting, Economics or comparable field; 2-3 years of relevant experience in banking/financial industry or management consulting with focus on banking; good knowledge of Private Banking; advanced Excel and data handling; experience with data analytics/visualization (Tableau) is a plus; strong communication and interpersonal