Strategic Financial Analyst & Performance Manager 100% (f/m/d)
Core
Drive quantitative analyses to identify Front Office trends and P&L impacts, support financial planning and performance management processes, and develop data automation tools for Julius Baer's private banking business.
Role type
Senior IC strategic financial analyst and performance manager
Builds
Actionable measures to improve profitability, performance, and cost management; financial plans and forecasts; business case assessments
Domain
Private banking / Wealth management
Required skills
Quantitative analysis, Financial planning and performance management, Budgeting and forecasting, Scenario analysis, Data visualization, Business case assessment, Excel, Data handling
Preferred skills
Tableau, Power BI, German language, Private banking business knowledge
Technologies
Management Information System, Tableau, Power BI, Excel
Responsibilities
Perform in-depth quantitative analyses to identify Front Office trends and P&L impacts; Act as a sparring partner to the Front Office and senior management; Support financial planning and performance management processes; Develop tools for data automation; Run business case assessments and market strategy reviews; Enhance performance management and reporting landscape
Seniority
Senior, hands-on IC