Equity Portfolio Manager

Lombard Odier Group; Zürich; Vor Ort; CHF 120’000 - 160’000; Vollzeit

Zusammenfassung

A global wealth and asset manager in Zurich is seeking an experienced Equity Portfolio Manager to manage portfolios focused on European markets. The ideal candidate will have over 7 years of experience, strong communication skills, and a passion for investment. Join a diverse and supportive environment while contributing to innovative investment strategies.

Leistungen

Diverse and inclusive work environment

Professional development opportunities

Supportive and innovative team culture

Qualifikationen

• At least 7 years of experience in equity portfolio management.
• Strong skills in financial modeling and valuation techniques.
• Fluent in English and French; additional languages are a plus.

Aufgaben

• Manage equity portfolios with focus on European markets.
• Implement investment decisions based on analysis.
• Monitor portfolio performance and risk exposures.

Kenntnisse

Investment passion

Portfolio construction

Risk allocation

Financial modeling

Communication skills

Team collaboration

Ausbildung

University degree in Finance or Economics

Investment diplomas (CFA/CIIA/MBA)

Jobbeschreibung

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.

With more than 200 professionals, our Investment Solutions department is in charge of providing sophisticated and personalized investments proposals to our private clients. Within this context, we are looking for an Equity Portfolio Manager. This position can be based in Zurich or in Geneva :

Your Role :

• Direct responsibility in all aspects of managing equity portfolios, with focus on the European markets
• Implement investment decisions based on rigorous bottom-up and top-down analysis within a defined universe
• Monitor portfolio performance, risk exposures, and market developments with regards to defined constraints
• Contributing to the enhancement of the investment process from a top-down perspective and implementation from a bottom-up perspective
• Collaborate with global equity teams to ensure alignment and idea sharing
• Support client relationship teams with portfolio insights and performance commentary
• Participate in client meetings, roadshows, and marketing initiatives as needed

Your Profile :

• A passion for investment, with a fundamental and judgmental approach along with the ability to identify major trends and changes therein
• University degree in Finance, Economics (Bachelor/Master); investment diplomas such as CFA / CIIA / MBA a plus
• At least 7, preferably 10+ years of experience in equity portfolio management or equity research
• Strong skills in portfolio construction and risk allocation as well as understanding of financial modeling and valuation techniques
• Proven track record of generating added value in European equity markets
• Strong communication and presentation abilities
• High level of integrity, accountability, and attention to detail
• An absolute team player: Ability to work collaboratively in a dynamic, team-oriented environment.
• Fluent in English, French; additional European languages are a plus

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.

Help us build the bank of tomorrow. Lombard Odier’s purpose is to preserve and grow our clients’ assets over time. With a history spanning over 220 years, we have served our clients for over seven generations, weathered 40 financial crises and ceaselessly innovated to offer best in class, sustainable services to our clients.

our mission to you.

Lombard Odier is an employer of choice. We are committed to providing a stimulating work environment where creativity and innovation are encouraged for improving business opportunities and effectiveness.

our culture.

At Lombard Odier, we understand that our people are a precious resource. That’s why we’ve focused on creating an atmosphere where every unique individual can flourish and work together to achieve our goals. Building an environment where our teams can be inspired, “rethink everything” and thrive in a positive, energetic setting, is the essence of our culture.

diversity and inclusion.

We are an equal opportunities employer. As an EDGE (Economic Dividends for Gender Equality) certified organisation, we aspire to create an optimal workplace for women and men, and help them benefit from it. EDGE is the leading global standard for measuring gender equality in the workplace.

training.

If our people improve, we improve. That’s why at Lombard Odier, we offer all the support employees need to take responsibility for their own personal and professional development. This sums up our desire to recognise and promote the talents of each and every employee in keeping with our values. Our commitment to valuing and fostering skills and know-how is what underpins our diverse and high-quality training programme.