Consultant Database Associate

Company/ Firm Name

Lombard Odier


London, UK

Published Date

9 November 2021

About the job:


The purpose of this role is to co-ordinate and complete the databases that are utilised by the investment consultants and a range of large institutional investors. Institutional investors require us to complete performance, asset under management, characteristics data (risk, exposures etc) and narrative on investment processes and ESG/sustainability on a regular basis within databases. The databases are the initial shop window for our strategies with a number of investors, so getting the data correct and to as high a possible standard will help in raising the business profile and help to raise assets. 

This role will require someone to actively engage with many parts of the LOIM business, to ensure accurate and consistent data is received in a timely manner, then entered into the databases. Any element that can be automated the individual can look to find a process to instil this to free up more time. The role will give the individual an excellent grounding in all elements of asset management from business management to underlying investment processes and how that feeds into the overarching sales process. 

1. Key Responsibilities

  •  Centrally coordinate completion of a number of key institutional databases with key data across a very wide range of LOIM strategies.

  •  Performance, AUM, Characteristics, Risk, Finance, Process, ESG, Sustainability data and wording will all be required so a lot of interaction across the firm will be important 

  • Liaise with internal stakeholders to ensure receive data in a consistent manner and on time.

  • Look to automate as much of the process as possible.

  • Collate most up to date ‘static’ data with key process explanations, ensuring can be left for around a year prior to next update

2. Management and Reporting 

  • Report to the Head of Consultant Relations.

3. Risk

  • Look to ensure that data is completed accurately, attempting to avoid as much manual input as possible by automating regular updates as much as is possible. If entering manual data ensure that a checking procedure is put into place utilising the performance team as a second set of eyes. 

4. Communication  Key Internal Contacts

  • Consultant Relations team  Performance team

  • Finance team 

  • RFP team 

  • HR team

  • Sustainability team 

  • Product Specialists  Key External Contacts 

  • Database providers  

5. Systems Used 

  • Excel 

  • External databases 

  • Word 

  • Internal performance systems 

6. Legal and Regulatory Responsibilities 

  • Comply with all applicable legal, regulatory and internal Compliance requirements, including, but not limited to, the LOAME Compliance manual and Compliance policies and procedures as issued from time to time: Financial Security requirements, including but not limited to, the prevention of Financial Crime and Fraud including reporting obligations to the Money Laundering Reporting Officer. 

  • Maintain appropriate knowledge to ensure to be fully qualified to undertake the role. Complete all mandatory training as required to attain and maintain competence.

Person specification: 

Essential Knowledge and Skills

  • Internal training of performance systems and training on the databases and how they work will be provided.

  • Excellent organizational skills and ability to multi-task 

  • Ability to liaise with many stakeholders 

  • Detailed-oriented with strong analytical skills 

  • Proactive, self-starter with strong problem solving skills

  • Proficient in Excel 

  • Fluent in English (written and spoken)