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Julius Baer

Junior Treasury Analyst and Project Manager 100% (f/m/d)

Julius Baer
Switzerland · Full-time · Entry

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.

As a Junior Treasury Analyst and Project Manager, you will play a pivotal role in driving the Treasury transformation and change agenda. Collaborating with subject matter experts within Group Treasury and across the organization, you will help navigate the ever-changing landscape of Treasury and address pressing business needs and regulatory requirements.

YOUR CHALLENGE

As a member of our team, your responsibilities will include:

  • Leading and contributing to Treasury change projects from the initial idea to inception and completing, working closely with IT and other stakeholders
  • Budgeting and planning, definition of business requirements, development of infrastructure solutions, implementation etc.)
  • Supporting senior management decision-making by preparing high-quality materials and presentations on business process enhancements, project progress, and strategic initiatives
  • Conducting in-depth financial analysis to explain and forecast key balance sheet elements, earnings sensitivities, and other critical Treasury metrics supporting the business and your projects
  • Providing actionable insights and recommendations through your projects to optimize financial resources, manage interest rate risk, and enhance balance sheet structure, while ensuring regulatory compliance and adherence to internal policies

YOUR PROFILE

  • University degree or equivalent in Economics, Finance, Mathematics, Engineering or a related field
  • Post-graduate qualification (e.g. CFA, FRM, CIIA) desirable, but not essential
  • Ideally, 1 - 3 years of experiences in a similar role within Treasury or Treasury Risk Management either in the financial services industry or a management consulting firm
  • Track record in handling and analysis of large amounts of data and financial modelling, programming skills (e.g. Python, VBA) will be a plus
  • Experience in managing projects including the coordination with various stakeholder groups
  • Hands on, solution and delivery-oriented mind-set with track record of close collaboration across corporate functions levels of seniority
  • An independent, resilient, and team-oriented personality, with a strong entrepreneurial mindset and attention to detail and a focus on quality results

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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Key Skills

Ranked by relevance

python vba
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Posted
May 20, 2025
Type
Full-time
Level
Entry
Location
Zurich

Industries

Banking

Categories

Finance Sales

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