vor 4 Tagen

Operations Specialist

  • Arbeitsregion
  • Branche
  • Anstellungsart
  • Position

Lombard Odier Investment Managers (“LOIM”) is part of the Lombard Odier Group. Our asset management teams operate in Geneva, London, New York and Zurich. LOIM has a unique approach, combining the best of alternative and traditional asset management to offer its clients and prospects a diversified range of investment solutions, including a number of new and innovative approaches.


The LOIM Long Only Operations team is central to our daily business. Offering a strong support to our investment teams, we cover a wide range of activities, including Onboarding, Trade Management, Collateral Management, Corporate Actions and Reconciliations. Our efficient business model, designed to contribute to the success and benefit of our investors, allows us to deal with our service providers while interacting with our internal stakeholders.

Operations Specialist

Lombard Odier Investment Managers (“LOIM”) is part of the Lombard Odier Group. Our asset management teams operate in Geneva, London, New York and Zurich. LOIM has a unique approach, combining the best of alternative and traditional asset management to offer its clients and prospects a diversified range of investment solutions, including a number of new and innovative approaches.

The LOIM Long Only Operations team is central to our daily business. Offering a strong support to our investment teams, we cover a wide range of activities, including Onboarding, Trade Management, Collateral Management, Corporate Actions and Reconciliations. Our efficient business model, designed to contribute to the success and benefit of our investors, allows us to deal with our service providers while interacting with our internal stakeholders.

You will be responsible for various Trade Management daily processes, providing support for our traders and portfolio managers, trouble-shooting issues when escalated by our service providers, brokers and other third parties.

Your mission

  • Covering trade management of Equities, Bonds and Convertible Bonds, Forex (spot, forwards, NDFs), Funds orders, Listed and OTC Derivatives products and alternative processes such as collateral management and margining futures across a wide range of Long Only funds and Institutional Mandates
  • Supporting actively portfolio managers and traders
  • Scalating and following up on queries and issues, (such as unmatched/failed transactions and handling claims, among other things) raised by our Middle office service provider, brokers and custodian banks
  • Overseeing the work performed by our Middle office service provider, analyze and validate various KPIs
  • Analyzing regulatory, industry and market updates/newsflashes provided by custodian banks, providers and brokers and communicate across the relevant parties
  • Participating in various projects: process enhancement, systems, launch of new funds/mandates and follow up on life cycle events for our portfolios

Desired Profile

  • 3-5 years of experience in middle/back office environment
  • Experience working in the financial markets, with financial products as well as working with external clients and supporting internal clients
  • Strong understanding of industry best practices and market conventions
  • Accounting and reconciliations skills would be an asset
  • Familiar with Bloomberg/AIM, strong knowledge of MS Office (expert in Excel)
  • Excellent communication skills in both English and French
  • Pro-active, self-motivated and the ability to work in a fast paced environment