Investment Proposal Specialist

About

Lombard Odier Group is a renowned global wealth and asset manager headquartered in Geneva, Switzerland, with a strong focus on sustainable investing. As an independently owned banking group, it is one of the best-capitalised in the world, managing close to CHF 300 billion across over 25 offices on 4 continents. With a history spanning over 230 years, the firm offers discretionary and advisory portfolio management, wealth services, custody, asset management, and advanced banking technology. Its guiding philosophy, "Rethink Everything," has enabled it to navigate more than 40 financial crises and deliver a fresh investment perspective for private and institutional clients. 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 environment. A 12-month contract (80–100% pensum) within the Investment Solutions team at one of the world's most prestigious private banking groups. The role sits at the intersection of portfolio construction, investment analytics, and client solutions, offering close collaboration with investment professionals across the firm. The position is particularly well suited to a recent graduate or early-career professional seeking to build expertise in portfolio construction, asset allocation, and investment solutions. Lombard Odier promotes a diverse and inclusive work environment, encourages internal mobility, and offers individual upskilling programmes. All applications are handled in the strictest confidence.

Similar internships