Operations Support Specialist - Houston team (80-100%)

Overview

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 – Houston team (80-100%)

Become a key member of our dynamic nine-person team within the Operations department and become the central point of contact for a large scope of teams and actively support our business. As a central interface at T&O Operations for a wide range of internal clients in front teams or other departments in Geneva, Luxembourg, and Singapore, you will ensure smooth and effective operations.

YOUR ROLE

• Communication Hub: Act as the single point of contact for internal queries related to securities transfers, settlements, funds, custody, cash services, tax reporting, and precious metals. Resolve issues independently with a solution-oriented mindset.
• Risk Awareness: Maintain high vigilance and risk awareness to identify, assess, and prioritize operational risks effectively.
• Innovation: Develop creative solutions that meet client expectations while adhering to internal policies, banking regulations, and legal requirements.
• Client focus: Provide regular reports on operational performance, identify trends, and suggest improvements. Organize feedback sessions with internal clients.
• Collaboration: Support internal teams and operations in managing projects, monitoring exceptions, and delivering constructive feedback.
• Operational Excellence: Build broad expertise across banking operations (e.g., corporate actions, funds, taxes, invoicing, settlements, payments) and contribute to a knowledge hub for middle office functions.

YOUR PROFILE

• Completed banking apprenticeship; ideally supplemented by a completed or ongoing degree in business administration or business information technology
• Several years of experience in banking Middle and Back Office activities
• Good command of securities operations
• Excellent interpersonal skills, client-oriented mindset, strong attention to details, good stakeholders’ management skills
• Ability to manage deadlines in a dynamic, multidisciplinary, and transversal environment
• Proficient in French and English, German proficiency will be appreciated
• Resident 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.

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