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.
The Senior Business Analyst plays a key role in driving efficiency and innovation across financial operations at Julius Baer. This position bridges business needs and technology solutions through rigorous analysis, collaboration, and solution delivery. Ensuring that system enhancements and new initiatives align with business goals, regulatory standards, and enterprise architecture principles.
Business Requirements Gathering: Elicit, analyse, document, and validate business requirements from stakeholders, including process owners, end-users, and senior management
Financial Systems Analysis: Analyse existing financial systems, processes, and data to identify areas for improvement, optimise workflows, and ensure compliance with regulatory requirements
Data Modelling: Data modelling principles and practices, including conceptual, logical, and physical data model design
Solution Development: Collaborate with IT teams to design, implement, and test solutions, ensuring alignment with business objectives and stakeholder expectations
Process Improvement: Identify opportunities to streamline financial processes, eliminate inefficiencies, and improve overall productivity
Stakeholder Management: Communicate effectively with stakeholders at all levels, including technical and non-technical audiences, to ensure understanding and buy-in of proposed solutions
Data Analysis: Collect, analyse, and interpret large datasets to inform business decisions, identify trends, and measure performance metrics
Documentation and Reporting: Develop and maintain accurate documentation, including business cases, use cases, user stories, and reports, to support project delivery and ongoing operations
Testing and Quality Assurance: Participate in testing and quality assurance activities to ensure solutions meet business requirements and are free from defects
Change Management: Support organisational change by communicating changes to stakeholders, providing training and guidance as needed
Bachelor’s degree in Business Administration, Finance, Accounting, Computer Science, or a related field
Proven track record as a Senior Business Analyst within the banking or financial services industry , preferably in investment banking, asset management, or wealth management
Strong understanding of financial concepts, instruments, and markets
Experience with financial systems such as SAP S/4HANA and BW/4HANA, trading platforms, risk engines, or core banking applications
Practical knowledge of enterprise data architecture and the ability to translate business needs into scalable, secure, and compliant data structures
Prior experience in large-scale transformation programmes is highly advantageous
Proficiency in Microsoft Office suite (Excel, Word, PowerPoint); advanced PowerPoint skills for storytelling and visualisation are highly valued
Experience with Agile methodologies (Jira/Confluence experience) and iterative development approaches
Solid grasp of SDLC and project management methodologies, with hands-on involvement in testing, UAT, and system go-live activities
A self-driven and proactive personality , with the ability to take ownership, anticipate needs, and drive initiatives forward with minimal supervision
Comfortable operating in a high-pressure, dynamic environment , managing competing priorities with resilience and a solutions-oriented mindset
Fluent in English; German language skills are a strong advantage
We are looking forward to receiving your full job application through our online application tool.
