Julius Baer

Transformation Analyst - 100% (f/m/d)

Julius Baer  •  Madrid, ES (Onsite)  •  26 minutes ago
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Job Description

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.

Responsible for analysing business processes, identifying areas for improvement and designing solutions to enhance business performance. This position will collaborate with stakeholders across the organization to gather requirements, define scope, and ensure that project deliverables meet business needs.

YOUR CHALLENGE

  • Support the planning and delivery of strategic business and regulatory transformation initiatives from initiation through implementation.
  • Coordinate project activities across geographically distributed teams and stakeholders, ensuring effective collaboration in a remote working environment.
  • Drive project governance, including status reporting, risk and issue management, milestone tracking and decision preparation.
  • Analyse business requirements, processes and operating models to identify improvement opportunities and support solution design.
  • Collaborate with business, technology and operational teams to support implementation, change adoption and realization of project objectives.
  • Prepare executive presentations, business cases and management updates to communicate progress, outcomes and key decisions.
  • Translate strategic priorities into structured project plans and practical next steps.
  • Manage change, including stakeholder communications, workshop coordination and training materials.

YOUR PROFILE

  • University degree in Business Administration, Information Systems, Economics, Finance, or a related field.
  • Up to 3 years of relevant experience in consulting, financial services, operations, or corporate transformation.
  • Strong project management capabilities, including planning, progress tracking, risk management and stakeholder coordination.
  • Ability to structure, coordinate and drive workstreams across multiple stakeholders in a fast-paced and distributed project environment.
  • Excellent communication and presentation skills, with the ability to engage effectively with stakeholders at different organizational levels.
  • Strong conceptual and analytical skills to understand business requirements, assess impacts, and support the design of practical solutions.
  • Proficiency in Microsoft Office, particularly PowerPoint and Excel.
  • Experience or interest in digital transformation, process improvement, automation, or AI-enabled business solutions.
  • Fluency in English.

Proactive, self-driven and collaborative team player with a strong delivery mindset.

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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Julius Baer

About Julius Baer

Julius Baer is present in around 25 countries and 60 locations. Headquartered in Zurich, we have offices in key locations including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Our client-centric approach, our objective advice based on the Julius Baer open product platform, our solid financial base, and our entrepreneurial management culture make us the international reference in wealth management.

Industry
Finance & Insurance
Company Size
5,001-10,000 employees
Headquarters
Zurich, CH
Year Founded
1890
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