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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.
Requirements
- 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
Tasks
- 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
Education
- Master's degree
Languages
- English – Business Fluent
- German – Business Fluent
Benefits
Career Advancement
- Tailored career path
- Strong professional network
Informal Culture
- Global perspective
- International experience
Mentorship & Coaching
- Community and mentorship
Purpose-Driven Work
- 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.
Requirements
- 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
Tasks
- 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
Education
- Master's degree
Languages
- English – Business Fluent
- German – Business Fluent
Benefits
Career Advancement
- Tailored career path
- Strong professional network
Informal Culture
- Global perspective
- International experience
Mentorship & Coaching
- Community and mentorship
Purpose-Driven Work
- Impactful work
Workation & Sabbatical
- International assignment
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
Not a perfect match?
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