Regulatory Reporting Specialist (80-100%)

Lombard Odier seeks a Regulatory Reporting Specialist in Geneva to manage QI, FATCA, CRS, MiFID II, and LIMF reporting within the Technology & Operations unit.

This position sits within the Regulatory Reporting team of the Technology & Operations unit, a group of six professionals. The primary purpose of the role is to oversee the creation, validation, and tracking of mandatory regulatory disclosures for the Lombard Odier Group and select BPO clients.

Responsibilities

• Oversee the end-to-end production of regulatory reports for the Group and specific BPO clients.
• Develop and improve business process controls for current and future operational activities.
• Translate business needs into technical requirements and assist in testing specialized reporting tools.
• Communicate regularly with internal departments and external partners to ensure alignment.
• Analyze and reconcile large, complex datasets to ensure data accuracy.
• Write and update operational procedures, Key Risk Indicators (KRIs), and Key Performance Indicators (KPIs).
• Collaborate with technology teams to refine existing tools and validate new feature releases.

Requirements

• A Bachelor’s degree in Finance, Business Administration, or an equivalent qualification such as a CFC or Maturité professionnel bancaire.
• Proven hands-on experience with QI, FATCA, and CRS reporting frameworks.
• Fluency in English and/or French, both written and spoken.
• Current residence in Switzerland or a clear willingness to relocate.
• Strong proficiency in MS Office, with a particular emphasis on advanced Excel skills.

Nice to have

• A solid understanding of transactional banking workflows is viewed as a significant advantage.
• Familiarity with FiTAX software or processes is highly valued.
• Additional language capabilities are considered a beneficial asset.

What the company offers

• Flexible working hours to support work-life balance.
• A collaborative atmosphere that encourages autonomy.
• Access to personalized upskilling and development programs.
• Support for internal mobility and career progression within the firm.

About the company

Lombard Odier is an independently owned global wealth and asset manager, recognized for its strong capitalization and management of nearly CHF 300 billion in assets. The firm is deeply committed to sustainable investing and operates under the philosophy of 'Rethink Everything.' Its culture is built on five core values: Excellence, Innovation, Respect, Integrity, and One Team.

• Independent ownership structure with a focus on long-term stability.
• Strong emphasis on sustainable investing practices.
• Core values include Excellence, Innovation, Respect, Integrity, and One Team.
• Philosophy centered on rethinking traditional approaches.