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Lombard Odier

Private wealth management and fiduciary services

Operations Support Specialist Intern

Asset ManagementUpdated on Nov 12
InternshipLuxembourgNo salary listedIn-person

About the Job

Requirements

  • A keen interest in the banking sector, especially in Middle Office and Operations domains.
  • Fluency in French and basic proficiency in English.

Responsibilities

  • Assist team members in daily tasks.
  • Work on specific projects and requests while learning from senior peers.
  • Open and update information about financial instruments held by clients in the Security Masterfile database.
  • Process dividend, coupon, and redemption payments on behalf of clients for all markets and types of financial instruments, including structured products and derivatives.
  • Reconcile cash, securities, listed derivatives, and precious metals by comparing transactions and balances in the Bank’s books with those of cash counterparties, securities depositories, and Transfer Agents.
  • Prepare tax calculations and statements for Europe-based retail clients and enterprises.

About the Company

Lombard Odier

Private wealth management and fiduciary services

Lombard Odier is a private bank and wealth manager that serves private and institutional clients. It offers services such as discretionary and advisory portfolio management, wealth planning, and custody, delivering tailored investment solutions and financial planning. Clients access these products through a global network and a proprietary technology platform used by the bank to manage accounts and investments. The company differentiates itself through its independent, partner-owned structure, a long history spanning over two centuries, and a focus on long-term client interests, stability, and bespoke service. It also emphasizes sustainable investing, helping clients navigate the transition to a net-zero, nature-positive economy. The goal is to create sustainable value for clients by pairing high-quality investment options with steady guidance and a strong balance sheet.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Geneva, Switzerland
Founded
1796

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