The posting
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.
Global Products & Solutions plays a central role in shaping client-focused investment strategies, developing innovative financial products, and providing expert advisory across all major asset classes.
The GPS Associate Programme is a structured, two-year development journey designed for ambitious early-career professionals aiming to build a career in private banking.
As part of the GPS Risk Management – Portfolio Performance and Risk Analytics team in Zurich, the individual will embark on a dynamic 18–24-month programme combining rotational assignments, intensive training, and mentorship with challenging projects and responsibilities. Through hands-on experience and continuous learning, the individual will develop the skills, network, and business acumen necessary to transition into a permanent role as a Quantitative Analyst within GPS upon successful completion.
During the programme, the individual will rotate through 2-3 teams within GPS, gaining broad exposure to different asset classes, portfolio construction approaches, and investment strategies. The individual will have the opportunity to work directly alongside seasoned specialists and subject-matter experts, contributing to day-to-day business activities. Further, the individual will receive continuous support via a dual mentorship model that pairs a senior mentor for career guidance and a buddy for day-to-day integration.
The GPS Associate Programme: Quantitative Analyst reports to Head of Portfolio Performance & Risk Analytics.
YOUR CHALLENGE
People management
- Contribute to the strengthening of the team spirit and the fostering of a collaborative work environment
- Build highly impactful relationships with global and regional stakeholders across functions in the Bank
Client management (internal & external)
- Handle investment performance measurement and analysis topics across all areas and locations of the Bank, and enhance IT solutions
- Provide advanced performance and risk analysis insights for equity, fixed income, and multi-asset class portfolios and strategies using various performance analysis methodologies and/or risk factor models
- Analyse investment performance outcomes across all decision-making levels of the investment process, and present findings to various stakeholders, including the Investment Committee and Portfolio Management Team Heads
- Develop and maintain advanced solutions to support portfolio performance and risk analysis, utilising expertise in Python, SQL, Tableau, VBA, etc
- Interface with market data and portfolio analytics vendors (Refinitiv, Bloomberg, MSCI, Morningstar), ensuring methodological consistency and analytical robustness in performance and risk reporting
- Develop and maintain effective relationships with internal stakeholders and collaborate with external partners and vendors to ensure smooth execution of business operations
Business management
- Support the team’s strategic objectives and operational goals, driving business outcomes and results
- Identify opportunities to enhance functional efficiency and productivity, proposing process improvements and workflow optimisations, where relevant/appropriate
Regulatory responsibilities &/or risk management
- Meet all legal, regulatory, and compliance standards/requirements
- Adhere to the standards and expectations outlined in the relevant user manuals and guidelines
- Demonstrate appropriate values and behaviours including, but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
YOUR PROFILE
Personal & social
- Able to effectively manage internal and external stakeholders from diverse backgrounds in a highly articulate and professional manner
- Strong interpersonal skills, empathic personality, charisma, and power of persuasion
- Open and approachable as well as displaying genuine interest in people
- Drive for results
- Strong ability for planning, organising, and communicating a clear vision
- Good judgement and ability to work under pressure
Professional & technical
- 2-4 years of professional experience (including internships)
- Relevant higher education and professional background: Master’s Degree in Applied Mathematics, Banking & Finance, Quantitative Finance, Economics, Engineering or Physics
- Data science know-how and experience with programming in Python
- Solid quantitative foundation in risk management, with a strong interest in portfolio performance analysis and risk analytics
- Comprehensive knowledge of financial markets and financial instruments across asset classes
- Good command of financial analytical skills
- Strong commercial judgement, business acumen and a broad understanding of the financial markets and products
Regulatory
- Familiarity with regulatory expectations and requirements
- Understanding of cross border rules and regulations
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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