Investment Proposal Specialist

About

Lombard Odier is a renowned, globally operating wealth manager and asset manager with a focus on sustainable investments. As an independent and innovative bank, it serves private and institutional clients and manages around CHF 300 billion in assets across more than 25 offices on four continents. With over 230 years of history, the firm offers a comprehensive range of discretionary and advisory portfolio management services, financial services, and investment strategies through Lombard Odier Investment Managers. Its proprietary technology platform is also marketed to other financial institutions. The firm's guiding philosophy is "Rethink Everything", having navigated more than 40 financial crises by continually reassessing the world. The Investment Proposal Specialist role sits within the Investment Solutions team in Geneva, at the intersection of portfolio construction, investment analytics, and client solutions. 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 closely 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 and 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 fixed-term contract (80–100% pensum) at Lombard Odier in Geneva, offering a unique opportunity to build expertise in portfolio construction, asset allocation, and investment solutions at one of the world's best-capitalised and most respected private banks. The role provides close collaboration with senior investment professionals across the firm. Lombard Odier promotes an inclusive and diverse working environment, supports internal career development through individualised and competency-based training, and is committed to helping employees achieve both professional and personal goals. All applications are treated in strict confidence.

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