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Finance Strategy Analyst(m/w/x)
Strategic financial analysis and modeling for value creation in individual wealth management. Advanced degree in Finance, Economics, or Engineering required. Focus on value creation beyond wealth.
Requirements
- Relevant advanced degree in Finance, Economics, Engineering, or related field
- Ability to break down complex problems and develop actionable solutions
- Experience in managing multiple workstreams, prioritizing tasks and meeting tight deadlines
- Excellent verbal and written communication skills, including experience with presentations for Senior Management
- Proficient in the use of financial software and MS Office, particularly Excel and PowerPoint
- Minimum 3 years of professional experience in a similar role
Tasks
- Analyze business challenges and market trends
- Provide data-backed recommendations
- Develop and present strategic solutions
- Conduct research and financial modeling
- Perform performance analysis to support decision-making
- Facilitate stakeholder discussions
- Drive consensus on key initiatives
- Collaborate with cross-functional teams
- Plan and coordinate various initiatives
- Promote a culture of high performance and continuous improvement
Work Experience
- 3 years
Education
- Master's degree
Languages
- English – Business Fluent
Tools & Technologies
- financial software
- MS Office
- Excel
- PowerPoint
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Finance Strategy Analyst(m/w/x)
Strategic financial analysis and modeling for value creation in individual wealth management. Advanced degree in Finance, Economics, or Engineering required. Focus on value creation beyond wealth.
Requirements
- Relevant advanced degree in Finance, Economics, Engineering, or related field
- Ability to break down complex problems and develop actionable solutions
- Experience in managing multiple workstreams, prioritizing tasks and meeting tight deadlines
- Excellent verbal and written communication skills, including experience with presentations for Senior Management
- Proficient in the use of financial software and MS Office, particularly Excel and PowerPoint
- Minimum 3 years of professional experience in a similar role
Tasks
- Analyze business challenges and market trends
- Provide data-backed recommendations
- Develop and present strategic solutions
- Conduct research and financial modeling
- Perform performance analysis to support decision-making
- Facilitate stakeholder discussions
- Drive consensus on key initiatives
- Collaborate with cross-functional teams
- Plan and coordinate various initiatives
- Promote a culture of high performance and continuous improvement
Work Experience
- 3 years
Education
- Master's degree
Languages
- English – Business Fluent
Tools & Technologies
- financial software
- MS Office
- Excel
- PowerPoint
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
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