Investment Proposal Specialist

Beschreibung

Lombard Odier is a renowned global wealth and asset manager headquartered in Geneva, with a strong focus on sustainable investing. As an independently owned firm, it is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion across more than 25 offices on 4 continents. With over 230 years of history, the firm offers discretionary and advisory portfolio management, wealth services, custody, asset management through Lombard Odier Investment Managers, and advanced banking technology to other financial institutions. Its philosophy, "Rethink Everything", has guided it through more than 40 financial crises. Design and develop investment proposals and portfolio recommendations for private clients, ensuring alignment with client objectives, risk profiles, and the firm's investment convictions. Perform portfolio construction analyses across asset classes, including Strategic Asset Allocation (SAA), risk assessment, stress testing, and scenario analysis. Support the development and enhancement of portfolio analytics frameworks, investment methodologies, and proposal-generation processes. Develop and maintain Python-based tools to improve portfolio modelling, investment analysis, automation, and reporting capabilities. Collaborate with Portfolio Management, Product Offering, Relationship Managers, and Client Portfolio Specialists to deliver tailored investment solutions. Create impactful investment presentations and supporting materials, translating complex analytical concepts into clear and actionable recommendations. Actively contribute to improving the efficiency, scalability, and sophistication of the Investment Solutions platform. Master's degree in Finance, Economics, Engineering, Mathematics, Data Science, or another quantitative discipline. Internship experience or up to 2 years of relevant experience in portfolio analytics, investment solutions, asset management, wealth management, or a related investment function. Solid understanding of asset allocation, portfolio construction, risk management, and investment products across major asset classes. Strong analytical mindset with genuine interest in applying quantitative techniques to portfolio construction and investment decision-making. Proficiency in Python for data analysis, portfolio modelling, and process automation. Familiarity with VBA, SQL, Bloomberg PORT, or similar investment tools is an advantage. Excellent problem-solving skills, intellectual curiosity, and strong attention to detail. Ability to translate analytical insights into practical investment recommendations and client-ready materials. Strong communication and interpersonal skills with the ability to work effectively across investment and client-facing teams. Fluent in English; French or another European language is a plus. Proactive, collaborative, adaptable, and eager to learn in a fast-paced investment environment. A 12-month contract (80–100% pensum) at one of the world's most prestigious and best-capitalised private banking groups, based in Geneva. The role sits at the intersection of portfolio construction, investment analytics, and client solutions, offering close collaboration with investment professionals across the firm. Opportunity to build expertise in portfolio construction, asset allocation, and investment solutions, making it particularly well suited to a recent graduate or early-career professional. Lombard Odier promotes a diverse and inclusive work environment, encourages internal mobility and individual upskilling, and embeds Diversity, Equity and Inclusion into its business strategy.

Ähnliche Praktika