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Investment Analyst


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. “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. Investment Risk and Suitability Specialist – Paris or Luxemburg As an Investment Risk and Suitability Specialist, your main responsibility will be to provide oversight and assurance to management that processes and controls defined for the delivery of our investment services and portfolio management activities have been complied with. To that end, you will help define and maintain a robust Investment Risk and Suitability framework and perform regular controls, reviews and reporting. The Investment Risk and Suitability Specialist will report to the Head of Investment Risk and Suitability (Europe). Provide regular reporting to management and relevant oversight functions on operating effectiveness of established processes and controls. Rollout, train, and advise business unit on applicable processes and controls. This includes conducting regular refresher training for staff to ensure risk and control awareness is high. Follow-up and ensure that agreed remediation actions (including audit recommendations and self-assessment action points) are adequate and completed within agreed deadlines. Contribute to the evolution and continuous relevance of the activities and reporting made by the Investment Risk and Suitability team by pro-actively identify new needs stemming from regulatory or business-related developments. Use the knowledge and understanding of the LOESA book of business to support IS related or LOESA projects and ad-hoc requests requiring IRS expertise. Master and/or Bachelor in finance/economics At least 5 years of relevant experience in portfolio management, risk management and suitability in private banking Comprehensive knowledge of applicable regulations (European and national jurisdiction in LOESA’s scope) and financial instruments Proven ability to manage, review, and monitor regulatory-related and business projects independently Independent as well as team player Strong MS Excel skills with programming skill an advantage English oral and written capabilities Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team , united in serving our clients with unwavering dedication. 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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