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University Graduate – Group Performance Manager(m/w/x)
Developing integrated planning models for private bank operations, managing P&L, Balance Sheet, and Capital dimensions at wealth management firm. Master's degree in finance, economics, or business administration required. Global perspective and international experience offered.
Requirements
- Master's degree in finance, economics or business administration
- Initial practical experience in financial services
- Passion for wealth management
- Global mindset and interpersonal skills
- Independent, resilient and team-oriented personality
- Strong analytical and quantitative modelling skills
- Excellent Excel and PowerPoint skills
- Fluency in English and German
- Eligibility to work in application country
Tasks
- Explore the finance organization and private bank operating model
- Develop and maintain integrated planning models
- Manage Profit & Loss, Balance Sheet, and Capital dimensions
- Run simulations and scenarios for capital market reporting
- Execute regular planning operations
- Analyze financial steering frameworks and incentivization structures
- Contribute to strategic and organizational initiatives
- Drive finance analytics to support executive decisions
- Create frequent presentations for senior management
Work Experience
- approx. 1 - 4 years
Education
- Master's degree
Languages
- English – Business Fluent
- German – Business Fluent
Tools & Technologies
- Excel
- PowerPoint
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
Not a perfect match?
- Julius BaerFull-timeOn-siteJuniorZürich
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University Graduate – Group Performance Manager(m/w/x)
Developing integrated planning models for private bank operations, managing P&L, Balance Sheet, and Capital dimensions at wealth management firm. Master's degree in finance, economics, or business administration required. Global perspective and international experience offered.
Requirements
- Master's degree in finance, economics or business administration
- Initial practical experience in financial services
- Passion for wealth management
- Global mindset and interpersonal skills
- Independent, resilient and team-oriented personality
- Strong analytical and quantitative modelling skills
- Excellent Excel and PowerPoint skills
- Fluency in English and German
- Eligibility to work in application country
Tasks
- Explore the finance organization and private bank operating model
- Develop and maintain integrated planning models
- Manage Profit & Loss, Balance Sheet, and Capital dimensions
- Run simulations and scenarios for capital market reporting
- Execute regular planning operations
- Analyze financial steering frameworks and incentivization structures
- Contribute to strategic and organizational initiatives
- Drive finance analytics to support executive decisions
- Create frequent presentations for senior management
Work Experience
- approx. 1 - 4 years
Education
- Master's degree
Languages
- English – Business Fluent
- German – Business Fluent
Tools & Technologies
- Excel
- PowerPoint
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
About the Company
Julius Baer
Industry
FinancialServices
Description
The company shapes the future of wealth management by empowering individuals to create value beyond wealth.
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