Investment Proposal Specialist

Lombard Odier

Beschreibung:	Investment Proposal Specialist
Stadt:	Schweiz, Schweiz
Firma:	Lombard Odier - Firma bewerten
Datum:	2026-07-07
Beschäftigung:	bis 100%
Salär:	zu verhandeln CHF - 40 Std/Woche
Arbeitsort:	Schweiz

Tasks: Investment Proposal Specialist

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.