Junior Investment Advisor (80-100%), Lausanne

Those who choose a career at Lombard Odier work for a renowned, global asset manager and asset manager focused on sustainable investments. We are an independent and innovative bank of first choice for private and institutional clients. Our group is one of the best capitalized worldwide. We manage around CHF 300 billion and operate from over 25 offices on four continents.

With our over 225-year history, we are an investment house with a comprehensive range of discretionary and advisory portfolio management as well as financial services. We also successfully market our state-of-the-art technology platform to other financial institutions. Through Lombard Odier Investment Managers, we offer asset management services and investment strategies.

"Rethink Everything" is our philosophy – it is at the heart of our actions. We have become stronger through more than 40 financial crises by constantly rethinking the world around us. This allows us to always offer our clients new investment perspectives.

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

Junior Investment Advisor (80-100%), Lausanne

YOUR ROLE:

• Assist in the management, monitoring, and support of advisory portfolios for clients based in Switzerland and Europe

• Support the implementation of tax-efficient management solutions for portfolios in CHF, EUR, and USD

• Contribute to providing clients and bankers with portfolio support services in line with Lombard Odier's views, as well as clients' constraints and preferences

• Participate in the preparation of investment proposals, reports, and presentations intended for clients and prospects

• Support the development of the investment offering through effective commercial support to bankers

• Gradually develop mastery of the bank's investment solutions offering to provide adapted and coherent advice

• Actively contribute to market monitoring and stay attentive to the evolution of different asset classes while participating in coordinating useful information for the team

• Ensure compliance with regulatory requirements and internal policies

YOUR PROFILE:

• Banking, university education or equivalent; a first diploma in investment or a certification (such as CFA Level I or in progress) is an asset

• Two years of experience in a role related to investment, portfolio management, client support, or collaboration within teams dedicated to financial markets

• Strong interest in financial markets, investment products, and portfolio construction

• Ability to learn quickly, sense of cooperation, rigor, curiosity, and willingness to learn in a demanding environment

• Excellent communication skills and customer service orientation; ability to collaborate effectively within a team

• Proactive, structured, and adaptable personality, capable of working under pressure and in a dynamic environment

• Good command of Bloomberg, Excel, and PowerPoint, or motivation to quickly improve in these tools

• Fluent in French and English

• Residence in Switzerland

Five values define the DNA of our house. Excellence motivates us to be the best in our field, and Innovation enables our progress. Respect is the foundation of our interactions, and Integrity guides our actions. Together we are One Team, passionately committed to serving our clients.

We promote an inclusive and integrative working environment for our employees. Diversity, Equality, and Inclusion are firmly anchored in our corporate mission 'La Maison' and we strive for our employees to achieve both their professional and personal goals. We promote internal career paths through individualized and competency-based training offers. We are firmly convinced that building diverse teams contributes to our sustainable success and is therefore the foundation of our corporate strategy.

It is a great opportunity to become part of the team. All applications will be treated with strict confidentiality.