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JUJulius Baer Group Ltd.

Treasury: Capital Management & Group Insurance Analyst(m/w/x)

Zürich
Full-timeOn-siteExperienced

Coordinating equity injections and debt financings across a wealth management group. 3-5 years experience in capital markets or similar role required. Extensive coordination with tax and legal teams for debt financings.

Requirements

  • Proactive, analytical, and learning-ready mindset
  • Degree in Economics, Finance, Mathematics, Engineering, or related field
  • 3–5 years experience in similar role or capital markets
  • Ideally, project management and stakeholder coordination experience
  • Strong analytical skills and Microsoft Office expertise
  • Experience building financial models in Excel
  • Experience drafting high-quality PowerPoint presentations
  • Independent, resilient, and team-oriented personality
  • High social competence and excellent communication
  • Hands-on, solution-oriented mindset and collaboration track-record
  • Proven experience delivering results to deadlines
  • Willingness to cover end-to-end responsibilities
  • Fluent in English and German

Tasks

  • Drive external and internal capital transactions
  • Execute funding transactions for the group
  • Support internal dividend collection and planning
  • Coordinate equity injections and capital reductions
  • Manage debt financings with tax and legal teams
  • Evaluate and execute risk transfer transactions
  • Manage liquidity for the listed holding company
  • Manage group insurance policies and financial lines
  • Handle employee DBO schemes with insurance brokers
  • Assist in managing investment bank relationships

Work Experience

  • 3 - 5 years

Education

  • Bachelor's degree

Languages

  • EnglishBusiness Fluent
  • GermanBusiness Fluent

Tools & Technologies

  • Microsoft Office
  • Excel
  • PowerPoint
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Julius Baer Group Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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