Dein persönlicher KI-Karriere-Agent
Asset & Liability Manager - Finance Treasury and Credit (m/w/x)
Strategic asset and liability management for a wealth management firm, focusing on bank financial health and net interest income analysis. 4+ years of treasury or credit experience required. Daily treasury reporting and financial modeling in MS Excel.
Deine Match-Analyse
Warum dieser Job zu dir passt
Mögliche Lücken
Tipps für deine Bewerbung
Anforderungen
- Relevant advanced degree in Finance, Economics, or related field; additional professional certifications such as CFA or CPA desirable
- Minimum 4+ years professional experience in treasury, credit, or related financial role
- Strong analytical skills with proven ability to analyze and interpret complex financial data and economic conditions
- Solid understanding of treasury and balance sheet management, counterparty risk, and credit risk management principles
- Proficiency in financial software and MS Office, particularly Excel
- Experience automating, standardizing, and optimizing financial processes and analytical workflows, leveraging digital tools and data-driven approaches
- Ability to work effectively under pressure, managing multiple priorities with keen attention to detail
- Ability to prepare and present information clearly and audience-specifically; experience creating intuitive dashboards and proficiency in Tableau is an advantage
- Excellent communication skills and ability to effectively manage and build trusted relationships with key stakeholders
Aufgaben
- Manage assets and liabilities strategically
- Ensure bank's financial health through risk management
- Conduct strategic financial planning
- Provide analysis on Treasury topics to senior management
- Analyze net interest income development
- Analyze FX impacts
- Analyze balance sheet dynamics
- Analyze credit-related topics
- Lead performance measurement for Group Treasury
- Lead forecasting for Group Treasury
- Lead budgeting for Group Treasury
- Serve as subject matter expert for Treasury P&L initiatives
- Serve as subject matter expert for Treasury bond portfolio initiatives
- Serve as subject matter expert for Treasury investments initiatives
- Design analytical tools for Treasury
- Develop analytical tools for Treasury
- Design reporting frameworks for Treasury
- Develop reporting frameworks for Treasury
- Design dashboards for Treasury
- Develop dashboards for Treasury
- Drive data model development for Treasury analytics
- Drive data model development for Credit analytics
- Automate reporting processes
- Optimize reporting processes
- Execute credit risk reporting end-to-end
- Produce credit risk reports
- Perform quality assurance on credit risk reports
- Disseminate credit risk insights to stakeholders
- Lead strategic projects across Treasury and Credit
- Support strategic projects across Treasury and Credit
- Lead workstreams across Treasury and Credit
- Support workstreams across Treasury and Credit
- Collaborate with cross-functional teams
- Optimize financial structures
- Optimize financial processes
- Optimize analytical capabilities
- Contribute to team culture of high performance
- Contribute to team culture of continuous improvement
- Contribute to team culture of knowledge sharing
Berufserfahrung
Ausbildung
Sprachen
Tools & Technologien
Von Nejo automatisch aufbereitet
Nejo hat diesen Job automatisch von der Website des Unternehmens CH10 - BJB Bank Julius Baer & Co. Ltd. erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Zur Originalanzeige bei CH10 - BJB Bank Julius Baer & Co. Ltd.Über das Unternehmen
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Nejo bewertet ihn, und bringt ihn danach gemeinsam mit dir in Bestform.
Noch nicht perfekt?
- CH10 - BJB Bank Julius Baer & Co. Ltd.Credit Recovery Manager (m/w/x)Vollzeitnur vor OrtBerufserfahrenZürich
- CH10 - BJB Bank Julius Baer & Co. Ltd.Account Manager Private Banking - UK International & Canada (m/w/x)Vollzeitnur vor OrtBerufserfahrenZürich
- CH10 - BJB Bank Julius Baer & Co. Ltd.Global Network Manager (m/w/x)Vollzeitnur vor OrtBerufserfahrenZürich
- Bank Julius Baer & Co. Ltd.Assistant Relationship Manager Intermediaries (m/w/x)Vollzeitnur vor OrtBerufserfahrenZürich
- Banque Internationale à Luxembourg (Suisse) SA (BIL Suisse)Analyst/Associate Global Advisory (m/w/x)Vollzeitnur vor OrtBerufserfahrenZürich