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.

Chargé-e de Comptes Global Custody (80-100%)

Le/la Chargé-e de Clientèle Global Assets est responsable de la gestion opérationnelle d'un portefeuille de clients institutionnels et privés dans le domaine de l'asset servicing. Il assure la mise en place de solutions adaptées aux besoins des clients et la passation d'ordres de bourse. Il joue un rôle clé dans le bon fonctionnement des processus quotidiens et dans l'optimisation de la qualité du service offert en favorisant et facilitant les échanges à travers les différentes équipes de support de la banque.

Votre Mission :

Gérer les opérations de bourse et de FX, le suivi du settlement, les OST, les paiements, le cash management, les cash flows Private Equity (PE) et consolider des actifs (asset aggregation).

Veiller à l'exactitude des opérations. Effectuer la saisie des transactions bancaires avec précision et en respectant les délais impartis.

Ouvrir les comptes et coordonner la mise en place des setup opérationnels avec nos équipes de support et les prestataires tiers. Tenir à jour les dossiers clients, en assurant une documentation complète et précise, en conformité avec les exigences réglementaires et internes.

Examiner les reportings financiers pour s'assurer de leur exactitude avant transmission aux clients et aux parties prenantes.

Améliorer le suivi des demandes clients : prioriser, accuser réception, et délivrer les réponses dans des délais optimaux.

Maintenir une qualité de service irréprochable en restant orienté solution et en démontrant un grand sens du service client.

Proposer et mettre en œuvre des solutions d'amélioration des processus, tout en veillant à l'efficience de l'équipe.

Rencontrer et communiquer de manière proactive avec les clients pour s'assurer de leur satisfaction et répondre à leurs besoins spécifiques.

Établir et maintenir des relations solides avec les gérants et mandataires externes de nos clients.

Votre Profil :

3-5 années d'expérience dans le secteur de l'asset servicing, de préférence avec une clientèle institutionnelle et privée.

Bonne connaissance des opérations financières (bourse, settlements, cash management, PE, fonds transparents).

Français et anglais courants. Allemand courant serait un atout.

Capacité à travailler sous pression avec rigueur et méticulosité.

Curiosité intellectuelle et ouverture à l'apprentissage de nouveaux processus.

Grande agilité pour s'adapter aux besoins changeants des clients.

Esprit d'équipe et forte orientation client.

Être en ligne avec les valeurs de la maison : Excellence, Innovation, Respect, Intégrité et One Team.

Domicile Suisse

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.

weniger ansehen

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.

weniger ansehen

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.

Lombard Odier Investment Managers ("LOIM") is the asset management business of the Lombard Odier Group. In order to strengthen ourPrivate Assetsdepartment, we are looking for aGenevabased:

Investment Analyst- Private Assets

As an Investment Analyst, you will work closely with Investment Managers and broader team members across all stages of the private equity investment cycle, contributing to the sourcing, assessment, and monitoring of private asset opportunities

YOUR ROLE

Maintain and update the private assets fund opportunity pipelineAnalyse new private equity fund investments, co investments/directs, industry trends, and market dynamicsPerform detailed due diligence on investment opportunities, including qualitative and quantitative analysisPrepare investment memoranda, due diligence documentation, and internal committee materialsMonitor and report on existing fund investments, providing in depth performance insightsSupport the preparation of marketing materials for LOIM private equity strategies and productsDevelop sales pitches, presentations, and other materials for internal and external stakeholders

YOUR PROFILE

Master's degree, ideally in business, economics, finance, or engineeringPrior professional experience in Private Equity, Corporate Finance, or Investment Banking is essentialNative-level proficiency in English; professional working proficiency in FrenchStrong analytical and problem solving skills, with excellent attention to detailProactive, innovative, and results driven mindsetAbility to thrive in a fast-paced, dynamic environment and manage multiple prioritiesOutstanding interpersonal and communication skills, with the ability to work both independently and collaboratively

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.

weniger ansehen