Product Owner – Portfolio Analysis & Position Management 80%-100% (f/m/d)

Posted 27 Days Ago
Be an Early Applicant
Zürich, CHE
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Owns the global Position Management and Portfolio Analysis platform, defining product vision, target architecture, roadmap, and backlog. Partners with business, architecture, engineering, and international stakeholders to deliver portfolio valuation, performance, risk, and cash-flow capabilities. Leads Agile and SAFe planning, release coordination, UAT, DevOps improvements, production stability, and continuous enhancement while managing distributed teams and stakeholder expectations.
Summary Generated by Built In

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.

Skills Required

  • Bachelor's or Master's degree in Computer Science, Finance, Business Administration, or a related field
  • Minimum 5 years of experience in product ownership or product management
  • Experience in wealth management, asset management, or investment operations
  • In-depth understanding of portfolio accounting, position valuation, performance measurement, accruals, cash-flow analysis, and transaction processing
  • Hands-on experience with the Temenos Triple A platform
  • Experience delivering complex technical projects using Agile methodologies, Scrum, or SAFe
  • Experience with DevOps practices
  • Experience managing distributed teams in a global, multicultural environment
  • Familiarity with APAC, EMEA, and nearshore delivery models
  • Strong analytical skills and attention to detail
  • Excellent verbal and written communication skills
  • Ability to influence without direct authority and work in evolving environments
  • Fluency in written and spoken English
  • Additional language proficiency
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Zürich
7,326 Employees
Year Founded: 1890

What We Do

The Julius Baer Group is present in over 60 locations worldwide, including Zurich (Head Office), Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, São Paulo, Shanghai, Singapore, Tel Aviv, and Tokyo. Social media terms of use: https://www.juliusbaer.com/en/legal/social-media/

Similar Jobs

Benchling Logo Benchling

Consultant

Cloud • Healthtech • Social Impact • Software • Biotech
Hybrid
Zürich, CHE
605 Employees

Circle (circle.so) Logo Circle (circle.so)

Lead Engineer, AI Platform

Artificial Intelligence • Consumer Web • Digital Media • Information Technology • Social Impact • Software
In-Office or Remote
43 Locations
250 Employees

Takeda Logo Takeda

Access Publications Lead

Healthtech • Software • Analytics • Biotech • Pharmaceutical • Manufacturing
Hybrid
Zürich, CHE
50000 Employees
169K-233K Annually

Hewlett Packard Enterprise Logo Hewlett Packard Enterprise

Sales Specialist - Data Solutions & Storage (f/m/d)

Artificial Intelligence • Cloud • Information Technology • Consulting
Hybrid
Wallisellen, Zürich, CHE
85422 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account