Overview
In this role you will safeguard financial integrity by managing assets and liabilities, while steering risk management and strategic planning. You will deliver expert Treasury insights to senior management, lead forecasting and budgeting for Group Treasury, and drive data-driven decision-making through dashboards and models. As SME for Treasury P&L and bond portfolios, you shape analytical frameworks and ensure compliant credit risk reporting. You collaborate cross-functionally to enhance financial resilience and contribute to growth.
Verantwortungsbereiche
- Provide expert analysis on Treasury topics for senior management (NII, FX, balance sheet dynamics)
- Lead performance measurement, forecasting, and budgeting for the Group Treasury sub-division
- Act as SME for Treasury P&L and bond portfolio initiatives
- Design and develop analytical tools, reporting frameworks, and dashboards for Treasury decision-making
- Drive data model development to enhance Treasury and Credit analytics, including automation of reporting processes
- Ensure end-to-end execution of credit risk reporting to First- and Second-Line stakeholders in line with governance
- Lead or support strategic projects across Treasury and Credit with timely delivery
- Collaborate with cross-functional teams to optimize financial structures, processes, and analytics
- Foster a culture of high performance, continuous improvement and knowledge sharing
Zentrale Anforderungen
- Advanced degree in Finance, Economics, or related field; CFA or CPA desirable
- 4+ years of professional experience in treasury, credit, or related financial role
- Strong analytical skills with ability to interpret complex financial data and economic conditions
- Solid understanding of treasury, balance sheet management, counterparty risk, and credit risk management
- Proficiency with financial software and MS Excel
- Experience automating and optimizing financial processes and analytical workflows
- Ability to work under pressure and manage multiple priorities
- Ability to present information clearly; Tableau experience advantageous
- Excellent communication and stakeholder management skills
- Strong communication
- Stakeholder management
- Ability to work under pressure
- Excel
- Tableau (advantage)
- Financial software
Asset & Liability Manager - Finance Treasury and Credit 100% (f/m/d) in Zürich Arbeitgeber: Julius Baer
Julius Baer ist ein hervorragender Arbeitgeber, der die individuellen Qualitäten seiner Mitarbeiter schätzt und fördert. In einem dynamischen und unterstützenden Arbeitsumfeld bieten wir Ihnen die Möglichkeit, Ihre Fähigkeiten als Corporate Actions Income Specialist voll auszuschöpfen und sich kontinuierlich weiterzuentwickeln. Unsere Unternehmenskultur legt Wert auf Teamarbeit, Eigenverantwortung und Präzision, während wir gleichzeitig eine ausgewogene Work-Life-Balance und attraktive Benefits bieten, um Ihre berufliche und persönliche Zufriedenheit zu gewährleisten.
