Securities Transfer Specialist (80-100%) (12-month contract)

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.

Securities Transfer Specialist (80-100%) (12-month contract)

Within the Technology & Operations unit, Securities transfer team is in charge of the end-to-end process for securities transfer free of payment. The successful candidate will work in a team of 20 employees.

YOUR ROLE

• Execute internal transfer

• Analyse and take in charge cost corrections.

• Create deposit securities entry into the client account.

• Communicate and exchange SSI and matching details with counterparties.

• Place instructions on the market (Swift) as per market practice rules and market guide

• Place instructions for funds as per Transfer agent rules

• Solve settlement pending issues (regulated market and funds)

• Confirm trade as per contract note receive from Transfer Agent

• Communicate and support front office

YOUR PROFILE

• Bachelor degree in Finance or Business Administration or equivalent considered an advantage but “CFC”/”Maturité professionnel bancaire” also considered

• Banking experience of at least 3 to 5 years in a similar position

• Excellent communication skills (client oriented)

• Reactivity- Ability to manage emergencies and contingencies.

• Managing Priorities, ability to work efficiently under pressure.

• Excellent skills in analyzing and understanding flows.

• Good knowledge of SWIFT messages

• Fluent in French and English (B2 minimum).

• Knowledge of securities, and securities processing (included Funds)

• Resident in Switzerland or willing to relocate to Switzerland.

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.