Product Owner – Portfolio Analysis & Position Management 80%-100% (f/m/d) — Julius Baer
- Location
- Zürich
- Contract
- Full-time
- Posted
- 53 days ago
Full 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.
We are seeking an experienced and motivated Product Owner to lead the evolution of our core Position Management and Portfolio Analysis platform (Temenos Triple A). This business-critical system serves as the single source of truth for client holdings, performance reporting, and analytical insights across Julius Baer’s digital ecosystem—supporting both internal stakeholders and external clients. In this key role, you will define the global product strategy, target architecture, and delivery roadmap in close collaboration with business units, IT leadership, Enterprise Architecture, and international stakeholders within our Agile Release Train (ART) framework. Reporting into the Digital Business Transformation unit under the COO Office, you will lead a cross-functional, global team responsible for driving innovation, scalability, and operational excellence across the platform.
YOUR CHALLENGE Key Responsibilities
- Take end-to-end ownership of the Position Management and Portfolio Analysis platform, balancing feature delivery, technical enhancement, and production stability.
- Define and communicate a clear, future-ready product vision, target state, and multi-year roadmap, aligned with group-wide business objectives and technology standards.
- Collaborate closely with business partners, architects, and engineering teams to prioritise and deliver high-value capabilities—including advanced valuation methods,
performance attribution, risk-adjusted returns and cash flow analytics.
- Lead backlog refinement, sprint planning, and release coordination within a Scaled Agile (SAFe) environment, ensuring timely and quality-driven delivery.
- Act as the primary point of contact between business and technology stakeholders; facilitate decision-making and manage expectations across geographies and functions.
- Champion DevOps and continuous improvement principles to enhance system resilience, scalability, and automation.
- Serve as the final gatekeeper during User Acceptance Testing (UAT), ensuring all solutions meet functional, performance, compliance, and usability requirements.
YOUR PROFILE
- Bachelor's or Master’s degree in Computer Science, Finance, Business Administration, or a related field.
- Minimum of 5 years of experience in product ownership or product management, ideally within wealth management, asset management, or investment operations.
- In-depth understanding of portfolio accounting concepts, including position valuation, performance measurement, accruals calculation, cashflow analysis and transaction processing.
- Demonstrated hands-on experience with the Temenos Triple A platform is strongly preferred.
- Proven track record in delivering complex technical projects using Agile methodologies (Scrum, SAFe) and DevOps practices.
- Experience managing distributed teams in a global, multicultural environment; familiarity with APAC, EMEA, and nearshore delivery models is advantageous.
- Strong analytical mindset with attention to detail, combined with excellent verbal and written communication skills.
- Ability to thrive in fast-paced, evolving environments and influence without direct authority.
- Fluent in English (written and spoken); additional languages are a plus.
What We Offer
- At Julius Baer, we offer more than just a job—we foster a culture of ownership, innovation, and long-term growth. You’ll work alongside talented professionals in a supportive yet challenging environment that values diverse perspectives and drives meaningful impact.
- Join us in shaping the future of digital banking and investment intelligence at one of the world’s leading wealth managers.
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.
Questions about this listing
What salary does Julius Baer offer for this role?
The original listing does not state a salary. Our estimate for this role and sector in Zürich is CHF 73'500 - 111'500 gross per year — an estimate, not a figure communicated by Julius Baer. The calculator on this site converts a gross salary into 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 citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton Zürich's migration office after the contract is signed. Processing times vary by 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.
