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

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 cashflow 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 Dev Ops 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 Dev Ops 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.

The international reference in wealth management Julius Baer is the leading Swiss wealth management group.

We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them - in their business and personal life, today and for future generations.

Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo.

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.

For more information visit or contact us via the Contact Form.

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