Finance Business Partner - Global Product Solutions and CIO

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.

Finance at Julius Baer partners with Julius Baer’s senior management to understand and steer financial performance and risk, providing insights and solutions through quantitative analysis, forecasting and financial planning.

The Finance team covering Global Product & Solutions and CIO Office is responsible for the financial oversight of Julius Baer’s trading activities, product offerings and investment management solutions within Julius Baer.

YOUR CHALLENGE

We are seeking an experienced financial professional to support the enhancement of our internal reporting capabilities and the analysis of data for ad hoc requests. In this role, you will work closely with stakeholders across Finance, Global Product & Solutions (GPS) and the CIO function. The ideal candidate will possess a unique blend of technical, financial, and interpersonal skills, with a strong background in data analysis and financial concepts.

The Finance Business Partner – Global Product Solutions and CIO is responsible for:

• Reviewing and analysing data across multiple sources of financial information
• Providing insights and context to senior management on business performance and balance sheet and capital-related KPIs
• Supporting forecasting, budgeting, and planning activities
• Designing new internal reports and driving the automation and enhancement of existing reports
• Collaborating closely with stakeholders across Finance, GPS, and CIO functions
• Incorporating stakeholder feedback to continuously improve reporting, analytics, and decision-support capabilities

YOUR PROFILE

• Above-average university degree (Bachelor's or Master's), or equivalent higher education, preferably in Finance, Economics, Business Administration, or a related field
• At least 3 years of experience in a similar role, preferably within the banking industry or management consulting
• Strong interest in financial markets and relevant industry developments
• Knowledge of investment products and financial instruments
• Strong analytical mindset combined with intellectual curiosity
• High attention to detail, accuracy, and analytical rigor
• Collaborative team player with strong interpersonal skills
• Experience working with large and complex datasets

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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