Data & Reporting Analyst

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.

We report on the evolution of LOIM’s Financials (Assets under Management, Revenues and Costs) to various internal and external stakeholders; We manage LOIM’s revenue processes and implement LOIM’s transfer pricing policies. We provide Financial Planning and Analysis to LOIM’s business lines and to the Lombard Odier Group.

YOUR ROLE

• Develop, maintain and run workflows that prepare data and ensure data quality for facts and dimensions feeding our dashboards and reports;
• Collaborate with our internal data providers (IT, Operations, Business Dev) in projects, production and troubleshooting;
• Produce, maintain and upgrade dashboards, reports and ad-hoc analysis intended for Senior Management, Investment teams, Business Development;
• Participate to the preparation of Revenue forecasts;
• Drive various projects, e.g. improvement of existing data management processes, design dashboards that address new business requirements, integrate new data sources;

YOUR PROFILE

• 3-5 years of experience in a similar role;
• Experience working with large datasets and building reports for various stakeholders
• Strong technical skills, including experience with Alteryx and Tableau, Microsoft office (Excel/Access, VBA), Cognos ReportNet a plus;
• Genuine interest for the financial industry and investment products;
• Technically minded and detail oriented with strong conceptual and problem solving skills;
• Team player with good communication skills;
• Very good written and spoken English and French;
• Residence in 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.