Credit Portfolio
vor 22 Stunden
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.
As a leading global wealth manager, lombard and mortgage lending solutions are an integral part of our product offering. As part of our continuing effort to maintain highest standards in credit risk management we are currently expanding our credit portfolio management activities and capabilities. For this journey we are looking for a highly motivated individual who can draw on his/her interdisciplinary skill set to lead and drive forward a wide range of initiatives.
We offer you an environment and colleagues who motivate, challenge, and help you, as well as an excellent platform from which to advance your further career in the future. This role is located in Zürich but requires frequent interactions with colleagues around the globe.
**YOUR CHALLENGE**:
- Design and conduct ad-hoc and recurring credit portfolio analyses
- Take the operational lead on projects (or project streams) related to credit portfolio management
- Drive the continuous enhancement of the credit policy landscape from a portfolio management perspective
- Identify regulatory and market trends and proactively provide suggestions to advance the credit portfolio roadmap
- Support the management in administrative and business-related matters (e.g. preparation and review of presentations, ad-hoc research, etc.)
- Interact with a broad range of stakeholders within the organization (e.g. Credit Risk Management, Finance, Regulatory Management Office) on project-related matters
**YOUR PROFILE**:
- Bachelor or Master degree in business administration, finance, economics or related discipline
- Minimum of 3 years experience in a similar role (e.g. business development, consulting, project management), preferably within the banking industry
- Any knowledge of or experience in the lombard credit business is a plus
- Strong conceptual skills and quantitative understanding
- Strong MS excel skills (SQL, R, Python or similar is a plus)
- Ability to communicate effectively with a broad range of stakeholders
- High attention to detail and ability to deliver high quality results - also under pressure
- Ability to work independently
- Proficiency in English and German
-
Head Credit Portfolio Management 100%
vor 22 Stunden
8048 Zürich, ZH, Schweiz Julius Baer VollzeitAt 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. As a leading global wealth manager, lombard and mortgage lending solutions are an integral part of our product offering. As...
-
Credit Analyst
vor 3 Monaten
Zürich, Schweiz E Fundresearch VollzeitCredit AnalystVollzeit | ohne Führungsaufgaben | mit betrieblicher AltersvorsorgeCompany Overview:In 1994, brothers Kurt Fisch and Dr. Pius Fisch founded Fisch Asset Management as an independent asset management boutique in Zurich. Our core competencies are in convertible and corporate bonds. In Europe, we have one of the largest portfolio management teams...
-
Global Private Equity/credit Primaries
vor 3 Monaten
Zürich, ZH, Schweiz PER, Private Equity Recruitment VollzeitGlobal Private Equity/Credit Primaries & Co-investments, Family Office, Lausanne, Switzerland **About our client** We are leading the search for a private market investor focused on making private equity and private credit fund commitments (+co-investments) on behalf of a single family office based in the Romandie region. With a global reach, a deep-rooted...
-
Working Student Financial Risk
vor 2 Monaten
Zürich, ZH, Schweiz Zurich Insurance VollzeitCurious about working in a stimulating and challenging environment of a multinational company? We are looking for a talent with a positive hands-on and can-do attitude who is able to think "out of the box”. Now is the time to move forward and make a difference. We want you to share your unique perspectives, experiences, and ideas so we can grow and drive...
-
2025 Graduate Talent Program
Vor 5 Tagen
Zürich, ZH, Schweiz UBS VollzeitSwitzerland - Zürich - Business management, administration and support, Risk - Group Functions **Job Reference #** - 307889BR **City** - Zürich **Type** - Graduate GTP/Full-Time Analyst **Your role** - Interested in working with financial data, risk and acting as the second line of defense in safeguarding our business? Do you want to join us in...
-
Credit Research Analyst for Emerging Markets
Vor 5 Tagen
Zürich (Kreis 11), Schweiz Lombard Odier VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...
-
Investment Professional, Prominent Family Office
vor 3 Monaten
Zürich, ZH, Schweiz PER, Private Equity Recruitment VollzeitInvestment Professional, Prominent Family Office, Lausanne, Switzerland **About our client** We are leading the search for a private market investor focused on making private equity and private credit fund commitments (+co-investments) on behalf of a single family office based in the Romandie region. With a global reach, a deep-rooted track record in...
-
Reinsurance Underwriting Analyst Credit
Vor 5 Tagen
Zürich, Schweiz XL CATLIN VollzeitJob Description - Reinsurance Underwriting Analyst Credit & Surety (80-100%) (78005344D20241202) Job Number: 78005344D20241202 DISCOVER your opportunity A changing world needs new answers. We're here to find them. We help our clients find innovative solutions to risks — from the familiar to the complex. AXA XL Reinsurance is among the world's leading...
-
Reinsurance Underwriting Analyst Credit
Vor 5 Tagen
Zürich, Schweiz XL CATLIN VollzeitJob Description - Reinsurance Underwriting Analyst Credit & Surety (80-100%) (78005344D20241202) DISCOVER your opportunity A changing world needs new answers. We're here to find them. We help our clients find innovative solutions to risks — from the familiar to the complex. AXA XL Reinsurance is among the world's leading reinsurers, offering a...
-
Senior Financial Analyst for Emerging Markets
vor 2 Wochen
Zürich, Zürich, Schweiz Lombard Odier VollzeitWe are an innovative investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. With a history spanning over 225 years, we manage close to CHF 300 billion and operate from over 25 offices across 4 continents.About the RoleAs a Senior Financial Analyst for Emerging Markets, you will be...
-
International Private Bank, Vice President, Client
vor 2 Monaten
Zürich, ZH, Schweiz JPMorgan Chase VollzeitThis is an exciting opportunity to join a dynamic, diverse team within J.P Morgan's Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge...
-
Working Student
vor 3 Monaten
Zürich, ZH, Schweiz Liberty Specialty Markets Vollzeit**General information**: **City**:Zurich **Country**:Switzerland **Creation Date**:15-Oct-2024 **Employment Type**:Fixed term contract **Employment Type**:Part time **Ref #**:1234571185 **Description & Requirements**: - Job Title: Working Student- Type: 6 month contract- Location: Zurich - Your Role - You are a highly motivated personality, and you...
-
Outsourced Chief Investment Office
vor 2 Monaten
Zürich, ZH, Schweiz JPMorgan Chase VollzeitThe Outsourced Chief Investment Office (OCIO) team is a specialist group of portfolio managers providing highly customised investment advice and solutions for Family Offices, Endowments and Foundations. The OCIO team has been serving clients for nearly 15 years with over $90 billion in assets under supervision. They bring deep expertise to institutional...
-
International Private Bank, Vice President, Client
vor 3 Monaten
8027 Zürich, ZH, Schweiz JPMorganChase Vollzeit**JOB DESCRIPTION** This is an exciting opportunity to join a dynamic, diverse team within J.P Morgan’s Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to...
-
Zürich, Schweiz J.P. Morgan VollzeitTrade & Working Capital (TWC) is a division of J.P. Morgan Payments. We connect counterparties with market-leading Supply Chain Finance, Receivables Finance, Contract Monetization, Inventory Finance, Working Capital Lending, Export Agency Finance, Commercial Letters of Credit, Standby Letters of Credit, and Guarantees. Our institutional strength, practical...
-
Zürich, Schweiz JPMorgan Chase & Co. VollzeitTrade & Working Capital (TWC) is a division of J.P. Morgan Payments. We connect counterparties with market-leading Supply Chain Finance, Receivables Finance, Contract Monetization, Inventory Finance, Working Capital Lending, Export Agency Finance, Commercial Letters of Credit, Standby Letters of Credit and Guarantees. Our institutional strength, practical...
-
Investment Analyst
Vor 5 Tagen
Zürich, Schweiz Recooty VollzeitIntroduction Enabling Qapital Ltd. (EQ) is a FINMA-regulated leading Impact Asset Manager dedicated to a world where investments provide a financial and social return. Following the objective to have a positive economic, social, and environmental impact. EQ currently manages USD 700M in Assets within Microfinance and Access to Energy / Clean Cooking. Our...
-
Wealth Management Analyst
vor 1 Monat
Zürich, Schweiz Skill Farm Corp. VollzeitResponsibilities:Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applicationsCash managementAssist in AML clarifications and preparing clients KYC and related updatesInteracting directly with clients by phone, e-mail and, occasionally in meetingsPreparing and monitoring account...
-
Private Banker
vor 3 Monaten
Zürich, ZH, Schweiz PICTET Vollzeit**Your team**: - Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.- As a Private Banker in our...
-
Private Banker
vor 3 Monaten
Zürich, ZH, Schweiz Pictet & Cie Vollzeit**Your team** Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services. As a Private Banker in our...