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Corporate Action Specialist(m/w/x)
Processing mandatory and voluntary events for equities, bonds, and structured products at wealth manager with CHF 300 billion AUM. Fluent French and English skills required. 2-3 years experience in securities operations needed.
Requirements
- 2-3 years experience in securities operations
- Experience in Corporate Actions or Proxy Voting
- Autonomy, priority management, and team spirit
- Adaptability and effective stress management
- Fluent French and English skills
- Swiss residence or willingness to relocate
Tasks
- Process corporate actions on equities, bonds, and structured products
- Manage events from initial analysis to booking and reconciliation
- Handle mandatory and voluntary events like mergers and stock splits
- Identify and reconcile eligible holders
- Generate and distribute corporate action announcement notifications
- Manage client instructions for elective corporate actions
- Book transactions upon confirmation within required deadlines
- Resolve position breaks
- Escalate complex cases for prompt resolution
- Liaise with clients, portfolio managers, analysts, and traders
- Coordinate with a network of custodian banks
- Update procedures and perform departmental administrative tasks
- Support Legal, Compliance, and audit-related inquiries
- Identify potential issues within operational workflows
- Propose continuous improvements for IT applications
Work Experience
- 2 - 3 years
Education
- High school diploma
Languages
- French – Business Fluent
- English – Business Fluent
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Corporate Action Specialist(m/w/x)
Processing mandatory and voluntary events for equities, bonds, and structured products at wealth manager with CHF 300 billion AUM. Fluent French and English skills required. 2-3 years experience in securities operations needed.
Requirements
- 2-3 years experience in securities operations
- Experience in Corporate Actions or Proxy Voting
- Autonomy, priority management, and team spirit
- Adaptability and effective stress management
- Fluent French and English skills
- Swiss residence or willingness to relocate
Tasks
- Process corporate actions on equities, bonds, and structured products
- Manage events from initial analysis to booking and reconciliation
- Handle mandatory and voluntary events like mergers and stock splits
- Identify and reconcile eligible holders
- Generate and distribute corporate action announcement notifications
- Manage client instructions for elective corporate actions
- Book transactions upon confirmation within required deadlines
- Resolve position breaks
- Escalate complex cases for prompt resolution
- Liaise with clients, portfolio managers, analysts, and traders
- Coordinate with a network of custodian banks
- Update procedures and perform departmental administrative tasks
- Support Legal, Compliance, and audit-related inquiries
- Identify potential issues within operational workflows
- Propose continuous improvements for IT applications
Work Experience
- 2 - 3 years
Education
- High school diploma
Languages
- French – Business Fluent
- English – Business Fluent
About the Company
Lombard Odier
Industry
FinancialServices
Description
The company is a renowned global wealth and asset manager focused on sustainable investing, managing close to CHF 300 billion.
Not a perfect match?
- Lombard Odier
Corporate Actions Specialist(m/w/x)
Full-timeOn-siteExperiencedGenf - Barclays
Corporate Actions Investment Analyst(m/w/x)
Full-timeOn-siteManagementGenf - Lombard Odier
Private Asset Specialist(m/w/x)
Full-timeOn-siteNot specifiedGenf - Lombard Odier
Fund Dealing Specialist(m/w/x)
Full-timeOn-siteNot specifiedGenf - 100 Banque Lombard Odier & Cie SA
Multi Entity Account Specialist(m/w/x)
Full-timeOn-siteManagementGenf