Operations Support Specialist

A 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 across 4 continents.

With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.

“Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.

Operations Support Specialist

The successful candidate will be part of the T&O Support Team. Operation Support Specialist is responsible for being the central point of contact at T&O Operations, for a wide range of clients, i.e. Private Clients, Assets Managers (EAM, LOAM), Global Custody or other departments (Risk, Audit, Legal, Compliance, IT, Operations). He/she coordinates transversal and complex cases to ensure the smooth running of our Operations department.

YOUR ROLE

Process and monitor all incomings and outgoing payment, adhering to the stipulated cut off time

Monitor securities trade settlement and fail trade management, providing assistance and advice on the subject matters

Reconcile and monitor cash, securities positions and internal accounts on a daily basis, ensuring timely resolution of any discrepancy

Coordinate with internal parties to process portfolio/ securities transfer involving different asset classes

Liaise with Front Office and other internal units pertaining to clients’ queries

Research and resolve daily inquiries from internal and external groups

Participate in projects to enhance the operations efficiency and stability

Coordinate with Group Operations and other related teams to resolve booking issues

Provide subject matter expertise in terms of bookings and transaction flow

Perform monthly and quarterly fees calculation

Perform and support call-back verification

Support the Client Life Cycle Team on account closure

Monitor and submit transaction reports for regulatory reporting purposes

Achieve and maintain operational excellence in adherence to internal policy and procedures

Support the Head of the Operations in ad hoc tasks and assignments

Present the available solutions, explaining the operational specificities

Monitor operational processes and the adequate completion of transactions

Develop and maintain wide expertise across all banking operation areas

YOUR PROFILE

Bachelor's Degree or equivalent

At least 5 years of professional and relevant experience within Private Banking Operations or Private Banking Middle Office

Proficient in MS Office Suite

Proficient in financial products - Equity, Fixed income, Derivatives, Options, FOREX, Money Market

Strong payment knowledge preferred

Knowledge of regulatory trade reporting preferred

Strong interpersonal skills with positive attitude

Meticulous, quality-driven, open-minded and willing to learn

Strong analytical and problem solving skills

Strong written and verbal communication skills

Strong organizational skills and self-motivated, problem solver, team player and results oriented

Able to work independently and across various teams, intuitive and a quick learner

Utilise excellent communication skills, being client-oriented and showing empathy

Work efficiently under pressure

Work in a regulatory, risks and controls environment

Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.

As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.

It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.

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