Treasury: Capital Management & Group Insurance Analyst 100% (f/m/d)

25 February 2026
100%
Zürich

Job summary

Join Julius Baer as a Capital Management & Group Insurance Analyst. Shape the future of wealth management with us.

Tasks

Drive planning and execution of capital and funding transactions.
Manage liquidity of the listed holding company and insurance coverage.
Collaborate across teams and support high-visibility deliverables.

Skills

3-5 years in a similar role or capital markets department.
Strong analytical skills and experience with financial models.
Fluent in English and German, with excellent communication skills.

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About the job

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.

Are you curious, analytical, and motivated to make the difference?
As a Capital Management & Group Insurance Analyst, you will join a dynamic team at the heart of Julius Baer Group Treasury, driving the execution of the Group’s capital transactions, managing the liquidity of the listed holding company as well as supporting the insurance coverage of the Group wide programs. You will work with experts across Treasury, Risk, Finance, Legal, Operations, and more, enabling you to gain broad exposure while contributing to critical, high visibility deliverables.

IHRE AUFGABEN

As a member of the Group Funding team, you will play a key role with following main responsibilities:

Driving the planning and execution of external and internal capital (including hybrid capital), as well as funding transactions of Julius Baer Group / Bank Julius Baer

Supporting the internal dividends collection & planning process in accordance with local laws and regulations

Preparing the execution of equity injections, capital reductions and/or debt financings of legal entities in close collaboration with tax, legal and local management (regional / divisional CFOs)

Evaluating and potentially executing risk transfer transactions and asset backed funding transactions

Managing the liquidity of the listed holding company (Julius Baer Group)

Contributing to the Group insurance policies management with a focus on financial lines in cooperation with the insurance broker

Helping the handling of employee DBO schemes (outside of Switzerland) in cooperation with the insurance broker

Assisting in the relationship management of the Group’s key investment banks

YOUR PROFILE

We are looking for someone proactive, analytical, and ready to learn:

University degree in Economics, Finance, Mathematics, Engineering, or a related field

3 – 5 years of experience in a similar role or in a capital markets department of an investment bank

Ideally, experience as project manager, including coordination of various stakeholders across functions

Strong analytical skills with extensive experience in Microsoft Office, including building structured financial models in Excel and drafting high-quality presentations in PowerPoint

Independent, resilient, and team‑oriented personality, able to perform under pressure while paying attention to details

High social competence paired with excellent communication skills

Hands-on, solution-oriented mindset, with track record of close collaboration across corporate functions and levels of seniority

Proven experience in delivering high quality results to stringent deadlines through strict process management

Willingness to cover responsibilities end-to-end, including operational tasks

Fluent in English and German, any other language skill is a plus

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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