Investment Proposal Specialist

Join to apply for the Investment Proposal Specialist role at Lombard Odier Group

Join to apply for the Investment Proposal Specialist role at Lombard Odier Group

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.

We are looking for an Investment Proposal Specialist to join our Investment Solutions unit. In this role, you will be responsible for designing and structuring portfolio proposals for private clients, translating Lombard Odier’s house view into actionable investment strategies.

The successful candidate will demonstrate strong skills in portfolio construction and deep knowledge of financial products. Your work will directly support Relationship Managers and Client Portfolio Specialists in delivering sophisticated investment proposals.

Investment Proposal Specialist

Your Mission :

• Develop investment proposals across asset classes, reflecting client objectives, risk tolerances, the firm’s house view, and investment offerings.
• Conduct portfolio construction analysis, including tailored Strategic Asset Allocation (SAA), stress testing, and scenario analysis.
• Collaborate with key partner groups such as Portfolio Management and Product Offering to act as an ambassador of the firm's investment offerings.
• Build strong relationships with Relationship Managers and Client Portfolio Specialists
• Create investment decks and supporting materials that communicate complex ideas clearly and effectively.
• Utilize Python to enhance portfolio modeling, automate analytical processes, and support the development of scalable investment tools.
• Continuously improve investment proposal templates, methodologies, and reporting standards.

Your Profile:

• Master’s degree in Finance, Economics, Engineering, Mathematics, or a related field.
• 2–5 years of experience in an investment role, portfolio analytics.
• Deep understanding of asset allocation principles, portfolio theory, and multi-asset investment strategies.
• Proficiency in Python for financial modeling, data handling, and portfolio analysis; familiarity with VBA is a plus. Experience with financial data tools (e.g., Bloomberg PORT).
• Analytical mindset with excellent problem-solving skills and attention to detail.
• Strong communication and interpersonal skills, capable of translating technical analysis into client-facing materials.
• Fluent in English; knowledge of French or another European language is an advantage.
• Ability to work independently and as part of a team.
• Strong sense of teamwork, adaptability, precision, and a client-focused mindset.

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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at Lombard Odier Group by 2x

Get notified about new Investment Specialist jobs in Geneva, Switzerland.

Specialist, Health Product Management - GL D - Temporary and Defined Duration Contracts (Evergreen Vacancy)

Client Review Specialist (12-month contract)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.