обновлено 2 месяца назад
Financial Analyst, Performance- & Initiative Manager (Banking)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Financial Analyst, Performance- & Initiative Manager (Banking): Driving quantitative financial analyses and initiatives for private banking profitability, performance, and cost management in Western Markets & Switzerland with an accent on P&L insights, balance sheet products, and management reporting. Focus on coordinating performance-improvement initiatives, building business cases, and designing finance reporting to support senior-management decisions.
Location: Zurich, Switzerland. Eligibility to work in the country of application is required.
Company
is a private banking organization focused on wealth management.
What you will do
- Perform in-depth quantitative analyses of Front Office trends, P&L impact, and balance sheet product usage.
- Lead and coordinate initiatives to improve Front Office profitability, including conceptualization, implementation, rollout, reporting, and progress tracking.
- Prepare concise, visually effective finance presentations for management meetings.
- Partner with Front Office teams and senior stakeholders across Accounting, Treasury, Capital Management, and Credit.
- Run business case assessments and market strategy reviews to support decision-making.
- Enhance performance management and reporting capabilities for long-term strategy execution.
Requirements
- University degree in Finance, Accounting, Economics, or a comparable field, with an above-average academic record.
- At least 2–3 years of experience in finance, banking, financial services, or banking-focused management consulting.
- Knowledge of private banking and global financial markets.
- Advanced Excel and data-handling skills, with the ability to conduct detailed quantitative analyses.
- Excellent presentation-writing, communication, analytical, conceptual, organizational, and multitasking skills.
- Fluent German and English, spoken and written, and eligibility to work in the country where the application is submitted.
Nice to have
- Knowledge of data analytics and visualization tools such as Tableau.
- Capital or balance sheet management knowledge, including the implications of interest-rate developments.
- Additional language skills.
Culture & Benefits
- Full-time employment at 80–100% capacity.
- Exposure to senior management and key stakeholders across the bank.
- Work within an experienced Finance team supporting the private banking business.
- Opportunity to contribute to profitability, performance, cost management, and long-term business strategy execution.
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