Fund Analyst Traditional Funds 100 (f/m/d) — Julius Baer
- Location
- Zurich
- Contract
- other
- Posted
- —
Role overview
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.
Fund Offering is the Bank’s competence center for funds across all strategies and asset classes.
- 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.
- 3-5 years of relevant experience in fund / manager selection and monitoring
- Excellent analytical and numerical skills with a technical background in fund due diligence
Key requirements
- 3-5 years of relevant experience in fund / manager selection and monitoring
- Excellent analytical and numerical skills with a technical background in fund due diligence
- In-depth know-how of analytical tools and systems for funds (Morningstar, Bloomberg, Style Research or similar) a must
- High standards of quality and accuracy with strong attention to detail and ability to multitask
- Entrepreneurship, being flexible and motivated to work in a dynamic team within a very dynamic environment
- Thorough knowledge of the financial industry and the fund industry
- University degree in a relevant area such as Finance, Economics, Mathematics, Physics or similar
- Fluency in English is a must, other languages are a plus Expert level of MS-Excel usage
- In depth technical knowledge of Morningstar (including advanced Presentation Studio and Notebook functionalities) and programming / quant skills in VBA / R / Matlab or similar an advantage
Application process
- 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.
- Is this not quite what you are looking for?
- Set up a job alert by creating a candidate account here.
Additional details
- The team provides services to internal advisory and discretionary clients globally.
- Fluency in English is a must, other languages are a plus Expert level of MS-Excel usage
Notes and original content
- YOUR CHALLENGE
- YOUR PROFILE
- Fluency in English is a must, other languages are a plus
- Expert level of MS-Excel usage
Questions about this listing
What salary does Julius Baer offer for this role?
Julius Baer lists CHF 73'500 - 111'500 gross per year for this position in Zurich. This is the salary published in the original listing (or, when the employer omits a figure, a realistic estimate for the role and sector) — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does Julius Baer offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with Julius Baer during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Zürich?
EU/EFTA residents living in the border zone of the country adjoining Canton Zürich can apply for a G permit; the Swiss employer files it with that canton's migration office after the contract is signed. Border-zone rules and processing times vary by neighbouring country and canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at Julius Baer?
Use the "Apply now" button on this page — it links directly to Julius Baer's original listing at juliusbaer.wd3.myworkdayjobs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
