Job Detail

Bei Julius Bär fördern wir unsere Mitarbeitenden auf allen Ebenen: Junge Talente führen wir im Rahmen unseres renommierten Bankausbildungsprogramms an den Beruf heran. Ehrgeizige Universitätsabgänger erhalten bei uns die Möglichkeit, ihre theoretischen Kenntnisse im Rahmen unseres Absolventenprogramms in die Praxis umzusetzen. Und erfahrenen Berufsprofis, die den nächsten Karriereschritt planen, bieten wir erstklassige Weiterentwicklungsmöglichkeiten. Wir sind an langfristigen Beziehungen interessiert. Daher legen wir grossen Wert auf das Wohlergehen unserer Mitarbeitenden und bieten flexible Arbeitsmöglichkeiten, eine breite Palette von Leistungen und umfangreiche Programme zur Karriereentwicklung.

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Julius Bär ist die führende Private-Banking-Gruppe der Schweiz, ausgerichtet auf die Betreuung und Beratung anspruchsvoller Privatkunden, sowie eine erstklassige Marke im globalen Wealth Management. Deshalb sind ein umfassendes Leistungsspektrum und eine erstklassige Dienstleistungsqualität unerlässlich – und engagierte Teams, die dahinter stehen.

This is your opportunity to join Julius Baer Investment Management. We are looking for a Product Marketing Specialist with a focus on data sourcing, to complement our Product Marketing & Communications team in Investment Management. The ideal candidate is a self-starter who loves to explore, define and deliver, with know-how in market and product performance indicators, active and passive funds and discretionary mandates. Our global product landscape (mainly Switzerland, UK and Asia) includes 27 discretionary mandates and 18 in-house funds.

IHRE AUFGABEN

• Provide data input to our Content Management System based on Censhare, by actively sourcing market and performance indicators from in-house portfolio managers and external data providers, i.e. performance charts, tables, slides, along with high-level analysis and commentary


• Further automate data delivery for sales and marketing publications and channels in Investment Management by working with our content management system (CMS) and with complementary tools (e.g. simulation tools)


• Analyze and visualize investment-related data and support new mandate and fund launches with quantitative rationales


• Create convincing reporting tools to further streamline team’s delivery


• Input content in 5 languages to the CMS, based on revised marketing materials.


• Coordinate with external providers the further development of the CMS



• Sales support: support relationship managers and product specialists by preparing bespoke client presentations



• Support team in the preparation of bespoke client presentations and case preparations


• Support team in the effort to automate creation of bespoke client presentations

IHRE FÄHIGKEITEN

Competencies

• Personality with strong attention to detail and continuously strives to improve existing solutions


• Independent, curious and proactive personality with good communication skills


• Team player who works flexibly and collaboratively to secure team success


• Ideal candidate is capable of responding to ad-hoc requests and has ability to meet multiple deadlines under pressure


• Active contributor to a dynamic business area with ambitious growth targets

Education and skill requirements

• Proficiency in Excel and VBA macros


• Basic financial knowledge and understanding of financial metrics and calculations


• Experience in working with industry data sources such as Morningstar, Bloomberg, Eikon/Thomson Reuters


• Know how to interpret and visualize investment-related data (i.e. performance and risk metrics), accustomed to finance or related sector, experience in investment operations beneficial


• Solid mathematical and statistical understanding


• University degree in economics, business, banking & finance, or comparable further education, CFA a/o AZEK is beneficial


• Fluent in English; additional German appreciated


• Experience in managing smaller projects autonomously


• Experience in dealing with relationship managers and product specialists (sales support)

HR Contact: Anna Janssen, HR Recruitment Consultant, Tel. +41 (0) 58 887 35 91

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