Investment Proposal Specialist

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.

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.

• 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.