Senior Portfolio Engineer and Financial Data Specialist

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.

The Investment Risk & Portfolio Engineering team is part of the CIO Office which is responsible for managing all discretionary mandates and funds of Julius Baer.We are responsible for maintaining the asset allocations for all multi asset class mandates. We design and update the strategic and tactical asset allocations for these mandates, provide quantitative analysis to the Investment Committee and run ex-ante risk and liquidity reports. We also manage the market and liquidity risk of our discretionary mandates and all our funds: equity, fixed income and multi-asset. Support of portfolio managers for portfolio construction and relationship managers with optimizations and analysis for bespoke mandates for ultra-high-net-worth (UHNW) clients is also part of our role. We build, maintain and improve our proprietary tools deployed for our daily job.We are looking for a motivated senior new colleague to expand our team and help us with our growing responsibilities.

YOUR CHALLENGE

• Take ownership of our financial time series database and data feed processes: maintain, further automate and constantly improve the tools
• Act as subject matter expert in the area of financial data and indices in particular
• Provide high-quality and timely quantitative support for our Investment Committee upon request for specific simulations or analyses
• Deliver optimized strategic asset allocation and quantitative analyses for large bespoke mandates to relationship managers for UHNW portfolios and participate in client meetings, upon request

YOUR PROFILE

• A Master’s degree in a quantitative subject (e.g. math, engineering, finance)
• At least 5 years of relevant work experience in financial market data and databases
• Solid and proven hands-on experience downloading, cleaning, maintaining, storing and distributing financial data time series and benchmark indices
• Knowledge and experience in portfolio optimization is a plus
• Strong IT skills, including programming and data analysis experience. Working knowledge of MATLAB (or similar programming language) and maintaining & developing databases is required
• Proficiency in English, as well as German or French (both spoken and written)
• Able to confidently present results to groups of portfolio managers and senior management
• Solid communication and stakeholder management skills
• Highly motivated, reliable and well-organized team player

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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Why join Julius Baer?

At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders.

With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners.

Committed to your success

Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes.