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Treasury: Capital Management & Group Insurance Analyst(m/w/x)
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
- English – Business Fluent
- German – Business Fluent
Tools & Technologies
- Microsoft Office
- Excel
- PowerPoint
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Treasury: Capital Management & Group Insurance Analyst(m/w/x)
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
- English – Business Fluent
- German – Business Fluent
Tools & Technologies
- Microsoft Office
- Excel
- PowerPoint
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Julius Baer Group Ltd.
Industry
FinancialServices
Description
The company shapes the future of wealth management, focusing on individual empowerment and creating value beyond wealth.
Not a perfect match?
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