Manager - Deal Advisory - Transaction Services

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.

Lombard Odier operates its own proprietary banking technology platform which is used by the group but also provided to other private banks and financial institutions through a BPO model. The Technology & Operations (T&O) unit is in charge of developing, maintaining and operating the platform.

As a Business Analyst – Client Platform Advisory, you are responsible for managing the successful delivery of banking platform services to our BPO clients across multiple functional domains. The role involves advising clients, analysing and executing their demands, and overseeing the change portfolio to deliver solutions on time and within budget.

YOUR ROLE

1. Act as a trusted advisor to BPO clients, providing expert consultation on the banking platform (G2 / GX) within your functional areas.
2. Collect, analyse, and critically assess client demands, ensuring alignment with platform capabilities and strategic objectives.
3. Partner with Business and IT teams to represent BPO client interests in product development discussions.
4. Gain an in-depth understanding of the bank’s strategic priorities to align client expectations and guide the platform evolution, including the levelling across client environments, in-line with these objectives.
5. Lead projects within the functional roadmap, translating client needs into technical requirements in collaboration with IT development teams.
6. Stay current with IT developments, ensuring clients remain informed of relevant innovations and that the platform evolves with industry advancements.

YOUR PROFILE

1. University degree in business economics, information technology or related fields, or evidence of comparable academic / work achievement.
2. 5-7 years of experience as business analyst, product owner / manager, solution architect or consultant in financial services (wealth management is preferred).
3. Track record of delivering complex initiatives or IT transformations in multiple functional banking domains.
4. Ability to provide strategic advice to clients on platform capabilities and enhancements.
5. Structured and analytical approach with an ability to synthesise complex topics to stakeholders at different levels of an organisation.
6. Familiarity with the software development lifecycle and banking platform technologies.
7. Proficient in project management software and tools (e.g., MS Office, Jira, Confluence, ServiceNow).
8. Relevant certifications in project management, IT, or banking platform technologies (e.g., PMP, ITIL, AZEK, CFA) are a plus.
9. Fluent in French and English (both written and spoken).
10. Resident in Switzerland or willingness to relocate.

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.