Senior Business Analyst for portfolio management platform design 100% (f/m/d) - (Contract through our external payroll partner with immediate start until 31.08.2026 with possible extension)
Zürich
Key information
- Publication date:14 August 2025
- Workload:100%
- Place of work:Zürich
Job summary
Join Julius Baer, a leader in wealth management, where innovation thrives. Experience a collaborative and empowering work environment with great benefits.
Tasks
- Act as a Senior technical Business Analyst for transformation programs.
- Analyze and document requirements for a new portfolio management platform.
- Specify data mapping and functional requirements for transactions.
Skills
- Deep understanding of transactional data feeds and portfolio analysis.
- Strong communication skills and problem-solving abilities are essential.
- Experience with Agile methodologies and global project setups.
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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.
IHRE AUFGABEN
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Senior technical Business Analyst within large platform transformation program
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Responsible for identifying, analysing, refining and documenting requirements for a new portfolio management platform
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Specify data mapping and functional requirements for transactions data incoming to the portfolio management platform
YOUR PROFILE
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Deep understanding of transactional data feeds for various asset classes and products (securities, fixed income, funds, alternative investments)
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Deep understanding of portfolio analysis and client reporting capabilities (valuation, performance calculation, cashflow projection calculation)
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Knowledge of Temenos Triple’A product
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Feels comfortable working in a global project set up and within cross-functional teams (Business, Tech, Data, Operations)
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Excellent communication skills and detailed-orientated, high-quality standards of artefact delivery
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Experience in global, complex programs
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Agile methodologies, incl. respective tools
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Bachelor or equivalent professional experience
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Strong communication skills
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Ability to navigate technical and business stakeholders
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Cross-cultural mindset
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Strong problem solving skills
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Fluent English language skills, German is a big plus
We only consider candidates who can start immediately.
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