Client Reporting Tool
vor 1 Woche
A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all underpinned by our Rethink Everything philosophy. Our colleagues are the foundation of our success. We employ people at different life stages, from graduates to executive level leaders. The one thing they all have in common is that they seek to challenge the status quo, are imaginative and have the ability to offer a fresh perspective.
Lombard Odier Investment Managers (LOIM) is the asset management branch of the Lombard Odier Group, which has been wholly owned and funded by its partners since its establishment in Geneva in 1796. We provide a range of investment solutions to clients who are long-term oriented in diverse ways. Our heritage, and our combination of the best of conservatism and innovation, keeps us well positioned to create lasting value for our clients. Our investment capabilities span Fixed Income, Convertibles, Equities, Multi-Asset, Alternatives and Impact Investing. With more than 140 investment professionals, we are a global business with a network of 13 offices across Europe, Asia and North America and have assets under management over 70 billion CHF.
In order to strengthen its team, the Client Servicing and Data Management teams at LOIM are seeking a Geneva-based
Client Reporting Tool Project - Intern (6-month internship)
Your Role:
Your internship project will focus on assessing the potential implementation of a new reporting tool for LOIM. Currently, the client reporting is done in-house by the client servicing team and remains a manual and time-consuming task. Your role will be to help us understand how to improve our reporting capacities, how client reporting is evolving and what should be put in place to be more efficient. You will have the opportunity to present your project to LOIM’s Executive Committee at the end of your internship.
Your Mission:
*
Engage with internal stakeholders (and potentially selected clients) to understand and document LOIM reporting needs as well as existing pain points in the process
- Do market research on available solutions
- Run a proper RFP process to assess the available solutions and do a gap analysis against LOIM needs
- Write down a well justified recommendation for the next steps
Desired Profile:
*
Interest for the finance industry
- Project management
- Business process documentation skills
- Good communication skills with the capacity to synthetize and summarize
- Quick learner with strong problem-solving skills able to work in a challenging environment
If you recognise yourself in this description, then please do apply. We look forward to hearing from you.
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