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Julius Baer Group Ltd.
yesterday

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

Zürich
Full-timeOn-siteExperienced

Description

You will drive capital and funding transactions while managing holding company liquidity. Your role combines financial execution with overseeing insurance policies and bank relationships.

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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

Education

Bachelor's degree

Work Experience

3 - 5 years

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

Tools & Technologies

Microsoft OfficeExcelPowerPoint

Languages

EnglishBusiness Fluent

GermanBusiness Fluent

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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