Description

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 225 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.

With more than 200 professionals, our Investment Solutions department is responsible for providing sophisticated and personalized investment proposals to our private clients.

Junior Investment Manager (80-100%), Zurich - UK and Northern European Market Coverage

Your role

• Support the management, monitoring and coordination of discretionary and advisory portfolios for clients with ties to the UK market
• Contribute to the implementation of tax-efficient portfolio management solutions in GBP, EUR, USD and CHF ensuring alignment with mandate guidelines, investment objectives and regulatory requirements
• Contribute to the day-to-day portfolio management process, including rebalancing, implementing investment decisions, and ensuring portfolios remain in line with the bank's strategic and tactical allocation views
• Prepare portfolio reviews, performance analyses, investment proposals and market updates for clients, prospects and internal stakeholders
• Collaborate closely with relationship managers to strengthen the investment offering and support business development across the UK-linked client base
• Develop a solid understanding of the bank's investment solutions to be able to provide clear, appropriate and coordinated support to internal stakeholders and clients, actively leveraging digital tools to enhance efficiency and accuracy
• Monitor market developments by gathering relevant insights on asset classes, macroeconomic trends and investment themes to contribute to ongoing oversight and investment decisions
• Ensure adherence to all regulatory obligations, compliance standards and internal policies applicable in Switzerland and for UK-related activities

Your profile

• Degree in finance, economics or a related field; progress toward an investment qualification (e.g., CFA Level I) is an advantage
• 2 years experience in investment-related functions such as portfolio support, advisory assistance, financial analysis or client-focused roles within wealth or asset management
• Strong interest in financial markets, investment solutions and portfolio construction including the use of technology to enhance analysis and execution
• Ability to learn quickly, work collaboratively and contribute positively within a team-oriented environment
• Strong communication skills and a client-focused mindset
• Organised, proactive and adaptable, capable of operating in a dynamic and evolving context where technology and automation increasingly support investment processes
• Strong affinity for technology and the ability to learn new digital tools quickly. Proficiency with Microsoft Office is essential; familiarity with Bloomberg is an advantage
• Fluent in English; any other European language is an asset
• Swiss domicile or willingness to relocate

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.