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JUJulius Baer

University Graduate – CFO Office(m/w/x)

Zürich
Full-timeInternshipOn-site

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

  • EnglishBusiness Fluent
  • GermanBusiness 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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