Dein persönlicher KI-Karriere-Agent
University Graduate – CFO Office(m/w/x)
Financial analysis and reporting dashboard creation for senior leadership at a wealth management firm. Master's degree in Finance or related field, plus relevant prior experience, required. International experience and dedicated mentorship program.
Anforderungen
- Master's degree in Finance, Accounting, Economics, Business Administration, or related field
- Relevant previous experiences, ideally from finance, management consulting or strategy
- Strong analytical skills and conceptual thinking capacity
- Passion for wealth management and value creation
- Global mindset, interpersonal skills, and appetite for learning
- Fluency in English, German and additional languages are a plus
- Eligibility to work in the application country
Aufgaben
- Prepare analysis and meeting materials for senior leadership
- Perform financial analysis to identify business trends
- Deliver data-driven recommendations for strategic decision-making
- Develop initiatives for continuous process improvements
- Create reporting dashboards and simplify workflows
- Contribute to various ad hoc analytical projects
- Coordinate deliverables with internal and external stakeholders
- Manage recurring budget forecasts and policy documentation
- Organize meetings, conferences, and townhall events
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – verhandlungssicher
Benefits
Karriere- und Weiterentwicklung
- Tailored career path
- Strong professional network
Lockere Unternehmenskultur
- Global perspective
- International experience
Mentoring & Coaching
- Community and mentorship
Sinnstiftende Arbeit
- Impactful work
Workation & Sabbatical
- International assignment
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University Graduate – CFO Office(m/w/x)
Financial analysis and reporting dashboard creation for senior leadership at a wealth management firm. Master's degree in Finance or related field, plus relevant prior experience, required. International experience and dedicated mentorship program.
Anforderungen
- Master's degree in Finance, Accounting, Economics, Business Administration, or related field
- Relevant previous experiences, ideally from finance, management consulting or strategy
- Strong analytical skills and conceptual thinking capacity
- Passion for wealth management and value creation
- Global mindset, interpersonal skills, and appetite for learning
- Fluency in English, German and additional languages are a plus
- Eligibility to work in the application country
Aufgaben
- Prepare analysis and meeting materials for senior leadership
- Perform financial analysis to identify business trends
- Deliver data-driven recommendations for strategic decision-making
- Develop initiatives for continuous process improvements
- Create reporting dashboards and simplify workflows
- Contribute to various ad hoc analytical projects
- Coordinate deliverables with internal and external stakeholders
- Manage recurring budget forecasts and policy documentation
- Organize meetings, conferences, and townhall events
Ausbildung
- Master-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – verhandlungssicher
Benefits
Karriere- und Weiterentwicklung
- Tailored career path
- Strong professional network
Lockere Unternehmenskultur
- Global perspective
- International experience
Mentoring & Coaching
- Community and mentorship
Sinnstiftende Arbeit
- Impactful work
Workation & Sabbatical
- International assignment
Gefällt dir diese Stelle?
BetaDein Career Agent findet täglich ähnliche Jobs für dich.
Über das Unternehmen
Julius Baer
Branche
FinancialServices
Beschreibung
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
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