Tax Regulatory Officer (80-100%)

Those who choose a career at Lombard Odier work for a renowned, global asset manager and asset manager focused on sustainable investments. We are an independent and innovative bank of first choice for private and institutional clients. Our group is one of the best capitalised worldwide. We manage around CHF 300 billion and operate on four continents from over 25 offices.

With our over 230-year history, we are an investment house with a comprehensive range of discretionary and advisory portfolio management as well as financial services. We also successfully market our state-of-the-art technology platform to other financial institutions. Through Lombard Odier Investment Managers, we offer asset management services and investment strategies.

"Rethink Everything" is our philosophy – it is at the heart of our actions. We have become stronger through more than 40 financial crises by constantly rethinking the world around us. This allows us to always offer our clients new investment perspectives.

Tax Regulatory Officer (80-100%)

Within the legal department, and more specifically the Tax Regulatory team responsible for QI, FATCA and CRS matters, you will be responsible for carrying out cross-functional controls at the Group level in the areas of QI, FATCA and CRS. You will be required to work with our foreign offices.

YOUR ROLE:

• Through various controls, ensure the quality and consistency of client data in the Bank's systems related to regulatory taxation;
• Collaborate with the Client Life Management and Technology & Operations teams in the preparation, review and production of FATCA and CRS regulatory reports;
• Provide support related to FATCA and CRS client notifications;
• Support and participate in the annual information collection exercise with Relationship Managers;
• Prepare files for communication to the Federal Tax Administration (AFC) related to group requests concerning FATCA;
• Maintain regular follow-up with our foreign offices to ensure consistency of controls within the Group;
• Desire to develop new knowledge to eventually provide support to the Front Office regarding QI, FATCA and CRS issues.

YOUR PROFILE:

• 3 to 5 years of professional experience in a regulatory tax environment with a specialisation in FATCA and CRS topics, ideally acquired within a private bank or a consulting firm supporting financial institutions;
• University degree (or equivalent) in banking, finance, or a similar field;
• Excellent analytical, coordination and follow-up skills;
• Ability to multitask, work independently and adapt to priorities;
• High rigour, attention to detail and strong organisational skills;
• Dynamic and positive with a very good ability to work in a team, interest and ease in contacts;
• Excellent command of French and English; any other language is an asset;
• Residence in Switzerland or willingness to relocate to Switzerland.

Five values define the DNA of our house. Excellence motivates us to be the best in our field, and Innovation enables our progress. Respect is the foundation of our interactions, and Integrity guides our actions. Together we are One Team, passionately committed to serving our clients.

We promote an inclusive and integrative working environment for our employees. Diversity, Equality and Inclusion are firmly embedded in our corporate philosophy ‘La Maison’ and we strive to ensure that our employees can achieve both their professional and personal goals. We encourage internal career paths through individualised and competency-based training offers. We firmly believe that building diverse teams contributes to our sustainable success and is therefore the foundation of our corporate strategy.

It is a great opportunity to become part of the team. All applications will be treated with strict confidentiality.