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.

YOUR CHALLENGE

• Provide expert analysis and insights on Treasury topics, such as net interest income development, FX impacts, balance sheet dynamics, and credit-related topics to senior management and other key stakeholders

• Lead performance measurement, forecasting, and budgeting activities for the Group Treasury sub-division

• Serve as subject matter expert for initiatives relating to the Treasury P&L and Treasury bond portfolio and investments

• Design and develop analytical tools, reporting frameworks, and dashboards to support decision-making in Treasury relevant areas

• Drive data model development initiatives to enhance Treasury and Credit analytics, including the automation and optimisation of reporting processes

• Ensure end-to-end execution of credit risk reporting, including the production, quality assurance, and dissemination of insights to First- and Second-Line stakeholders, in compliance with regulatory and internal governance requirements

• Lead or support strategic projects and workstreams across Treasury and Credit, ensuring timely delivery and stakeholder alignment

• Collaborate with cross-functional teams to optimize financial structures, processes, and analytical capabilities, contributing to enhanced financial resilience and strategic growth

• Contribute to a culture of high performance, continuous improvement and knowledge sharing within the team

YOUR PROFILE

• Relevant advanced degree in Finance, Economics, or related field; additional professional certifications such as CFA or CPA are desirable

• Minimum of 4+ years of professional experience in treasury, credit, or a related financial role

• Strong analytical skills with a proven ability to analyse and interpret complex financial data and economic conditions

• Solid understanding of treasury and balance sheet management, counterparty risk, and credit risk management principles

• Proficient in the use of financial software and MS Office, particularly Excel

• Experienced in automating, standardizing, and optimizing financial processes and analytical workflows, leveraging digital tools and data-driven approaches to improve efficiency and transparency

• Ability to work effectively under pressure, managing multiple priorities with keen attention to detail

• Able to prepare and present information in a clear, audience-specific manner; experience with creating intuitive dashboards and proficiency in Tableau considered an advantage

• Excellent communication skills and the ability to effectively manage and build trusted relationships with key stakeholders

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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