A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.
With a history spanning over 230 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.
“Rethink Everything” is our philosophy – it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.
We are looking for a highly motivated Investment Proposal Specialist to join our Investment Solutions team. This role sits at the intersection of portfolio construction, investment analytics, and client solutions. It offers a unique opportunity to work closely with investment professionals across the firm while contributing to the development of scalable analytical tools and high-quality portfolio recommendations for private clients.
The ideal candidate combines strong quantitative and analytical capabilities with an interest in investment strategy and client outcomes. This 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
Investment Proposal Specialist (12 months contract / 80-100%)
Your Role :
- 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.
Your Profile :
- 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.
Our Maison’s DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team, united in serving our clients with unwavering dedication.
As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison’s DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.
It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.
Skills Required
- Master's degree in Finance, Economics, Engineering, Mathematics, Data Science, or another quantitative discipline
- Internship experience or up to 2 years relevant experience in portfolio analytics, investment solutions, asset/wealth management, or related investment function
- Solid understanding of asset allocation, portfolio construction, and risk management across major asset classes
- Experience with portfolio analytics: Strategic Asset Allocation, risk assessment, stress testing, and scenario analysis
- Proficiency in Python for data analysis, portfolio modelling, and process automation
- Familiarity with VBA, SQL, Bloomberg PORT, or similar investment tools
- Strong analytical mindset and ability to apply quantitative techniques to investment decision-making
- Excellent problem-solving skills, intellectual curiosity, and strong attention to detail
- Ability to translate analytical insights into practical, client-ready investment recommendations and presentations
- Strong communication and interpersonal skills; ability to work effectively with investment and client-facing teams
- Fluent in English
- French or another European language
- Proactive, collaborative, adaptable, and eager to learn in a fast-paced environment
What We Do
For over 225 years, Lombard Odier has focused on its central mission: to build strong, long-lasting client partnerships based on expertise, trust and care. Our Group strives to create sustainable value for private and institutional clients, combining leading investment solutions with stability and a robust balance sheet. Our unwavering commitment to the long-term interests of our clients is underpinned by our independent partnership model as our Firm is solely owned by our Managing Partners. We are guided by one key philosophy: rethink everything®. We constantly rethink the world around us to provide a fresh investment perspective for our clients. By offering a comprehensive suite of services, from discretionary and advisory portfolio management to wealth planning and custody, we offer our clients quality, bespoke solutions. Our cutting-edge banking technology not only sets industry standards, but also serves as a beacon for Swiss and European private banks and financial institutions. At Lombard Odier, we are convinced that the transition to a net-zero, nature-positive economy will be the most profound economic transformation of all time. Our role is to help our clients navigate this major shift by identifying related investment opportunities. Headquartered in Geneva with offices on five continents, we are guided by a team of around 3000 dedicated professionals who continue to shape the future of global wealth management.
