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 230 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.
Corporate Action Specialist (80-100%) (12-month contract)
Join our dynamic Corporate Actions team of 12 collaborators and play a key role in managing corporate actions and securities operations on shares, bonds and other financial products (warrants, rights …).
This is an exciting opportunity to contribute to a fast-paced environment and collaborate with both internal stakeholders and leading external partners.
YOUR ROLE
Process corporate actions on equities, bonds, and structured products, from analysis to booking and reconciliation.
Handle both mandatory and voluntary events such as capital increases, tender offers, mergers, and stock splits.
Identify and reconcile eligible holders.
Generate and distribute notifications related to corporate actions announcements.
Manage clients instructions related to elective corporate actions.
Book transactions upon receipt of confirmations within the required deadlines.
Resolve position breaks.
Escalate complex cases to ensure prompt resolution.
Act as a point of contact for our clients, portfolio managers, financial analysts, traders, and our network of custodian banks.
Update procedures and contribute to administrative tasks within the department.
Support requests from the Legal / Compliance department or audit-related inquiries.
Identify potential issues related to operational workflows.
Propose continuous improvements to our IT applications.
YOUR PROFILE
Experience of 2-3 years in securities operations (Back Office).
Experience in Corporate Actions and/or Proxy Voting is an asset.
Autonomous, strong sense of priorities, team spirit.
Ability to adapt in a complex environment and manage stress effectively.
Fluent in French and English (spoken and written).
Residence in Switzerland or willingness to relocate
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.
Skills Required
- 2-3 years experience in securities operations
- Experience in Corporate Actions and/or Proxy Voting is an asset
- Fluent in French and English
- Autonomous and strong sense of priorities
What We Do
For over 225 years, Lombard Odier has focused on its central mission: to build strong, long-lasting client partnerships based on expertise, trust and care. Our Group strives to create sustainable value for private and institutional clients, combining leading investment solutions with stability and a robust balance sheet. Our unwavering commitment to the long-term interests of our clients is underpinned by our independent partnership model as our Firm is solely owned by our Managing Partners. We are guided by one key philosophy: rethink everything®. We constantly rethink the world around us to provide a fresh investment perspective for our clients. By offering a comprehensive suite of services, from discretionary and advisory portfolio management to wealth planning and custody, we offer our clients quality, bespoke solutions. Our cutting-edge banking technology not only sets industry standards, but also serves as a beacon for Swiss and European private banks and financial institutions. At Lombard Odier, we are convinced that the transition to a net-zero, nature-positive economy will be the most profound economic transformation of all time. Our role is to help our clients navigate this major shift by identifying related investment opportunities. Headquartered in Geneva with offices on five continents, we are guided by a team of around 3000 dedicated professionals who continue to shape the future of global wealth management.
