Investment Operations Senior Specialist (m|f|x) Geneva

Join us as an Investment Operations Senior Specialist. In this role, you will report to the Head of Investment, working as a core member of the investment team and serving as a subject matter expert on technically focused initiatives. You will play a key role in supporting investment activities through structured project delivery and close collaboration across functions.

The role has a strong technical project focus, requiring you to work closely with Technology and other partner teams to translate business requirements into effective, well-controlled solutions. You will support investment operations, including settlement and custody processes, while contributing to process improvement, escalation management, and stakeholder communication.

This role is well suited to someone with solid investment and operational experience who is comfortable navigating complex environments and driving delivery through strong collaboration.

Tasks

• Support various business areas with day-to-day initiatives, including processing, reviewing, reporting, trading, and issue resolution.
• Collaborate with teams across the bank to align and integrate operational processes.
• Identify areas for improvement and provide recommendations regarding operational processes.
• Develop and implement operational procedures and controls to mitigate risks and maintain operational efficiency.
• Develop reports and presentations on operational performance and communicate findings to internal senior stakeholders.
• Identify industry trends and developments to implement best practices in banking operations.
• Participation in projects and initiatives to improve operational efficiency and effectiveness.
• Advising and influencing decision-making, contributing to policy development, and taking responsibility for operational effectiveness. Collaborating closely with other functions and business divisions.
• Lead a team performing complex tasks, using well-developed professional knowledge and skills to deliver work that impacts the entire business function. Set objectives and coach employees in pursuit of those objectives, assess performance relative to objectives, and determine reward outcomes
• If the position involves leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviors to create an environment where colleagues can thrive and consistently deliver to an excellent standard. The four LEAD behaviors are: L – Listen and be authentic, E – Energize and inspire, A – Align across the enterprise, D – Develop others.
• OR, for an individual contributor, they will lead collaborative projects and guide team members through structured assignments, identifying the need to involve other areas of expertise to complete tasks. They will identify new directions for projects and/or initiatives, identifying a combination of cross-functional methodologies or practices to achieve required outcomes.
• Consult on complex issues; provide advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and develop new policies and procedures to support the control and governance agenda.
• Take ownership of managing risk and strengthening controls in relation to the work performed.
• Perform work that is closely related to that of other areas, which requires an understanding of how areas coordinate and contribute to the achievement of the objectives of the organization’s sub-function.
• Collaborate with other departments to ensure business-aligned support functions stay abreast of business activities and strategy.
• Engage in complex analysis of data from multiple sources of information, both internal and external (such as procedures and practices in other areas, teams, companies, etc.), to solve problems creatively and effectively.
• Communicate complex information. “Complex” information may include sensitive information or information that is difficult to convey due to its content or its intended audience.
• Influence or convince stakeholders to achieve desired outcomes.

Profile / Your qualification / Your personality

• Proven experience in investment activities, with a strong understanding of investment and operational processes.
• Solid project management experience, including defining business requirements and working closely with technology teams.
• A good understanding of settlements, including dependencies, controls, and operational considerations.
• Strong stakeholder management skills, with the ability to communicate clearly and manage expectations across teams.
• Experience working with Avaloq, particularly in an investment or operations context.
• Hands-on experience in escalation management, identifying issues, and driving resolution across multiple teams.
• A track record of process improvement, focusing on efficiency, control enhancement, or operational resilience.
• Experience in custody management, including asset servicing and related operational processes.

Contact

Lorna Porter

Executive Recruiter for COO

Location

Chemin de Grange Canal 18-20, 1224 Chêne Bougeries, Geneva