Junior Portfolio Manager (80-100%)

Those who choose a career at Lombard Odier work for a renowned, global asset manager focused on sustainable investments. We are an independent and innovative first-choice bank 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 offering 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 everything we do. 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.

In this context, we are looking for a Junior Portfolio Manager for our Lausanne office. The role is part of the multi-asset team based in Geneva, working closely on a daily basis with managers in Geneva and Zurich as well as with cross-investment teams. The environment is dynamic, demanding, and based on collegial decision-making. The investment universe notably covers equities, bonds, structured solutions, internal/external funds, and liquid alternatives, requiring a strong client orientation, a keen sense of risk, and high rigor in executing the management process.

Junior Portfolio Manager (80-100%)

YOUR MISSION

• Manage discretionary CHF, EUR, USD accounts with active and tax-efficient management respecting Lombard Odier's asset allocation and/or specific allocations
• Optimize the choice of external/internal investment vehicles considering client preferences and taxation
• Regular portfolio monitoring
• Master the entire discretionary investment offering to best guide bankers and clients
• Participate in investment decisions in collaboration with portfolio management teams in Switzerland (Geneva and Zurich)
• Contribute to improving portfolio monitoring and reporting tools
• Support bankers during complex visits if necessary
• Contribute to the development of our investment offerings

PROFILE SOUGHT

• 2 years of experience in a similar role
• University degree and CFA or equivalent
• Strong market knowledge
• Experience in the pension field is an asset
• Very good computer skills: MS Office, banking applications, and VBA are assets
• Good interpersonal skills, ease of working in a group
• Willingness to acquire and share skills
• Fluency in French and English mandatory, German is a plus

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 work environment for our employees. Diversity, Equality, and Inclusion are firmly embedded in our corporate philosophy ‘La Maison’ and we strive to enable our employees to achieve both their professional and personal goals. We encourage 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.

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