Discretionary Portfolio Manager

vor 3 Wochen

Lausanne, Schweiz Lombard Odier & Cie Vollzeit

A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all underpinned by our Rethink Everything philosophy. Our colleagues are the foundation of our success. We employ people at different life stages, from graduates to executive level leaders. The one thing they all have in common is that they seek to challenge the status quo, are imaginative and have the ability to offer a fresh perspective.

With more than 200 professionals, our Investment Solutions department is responsible for providing sophisticated and customized investment proposals to our private clients. In this context, we are looking for a Discretionary Portfolio Manager for our Lausanne office:
Mission:
Portfolio management
- Proactive and dynamic portfolio management for swiss and international clients in CHF, EUR, USD & GBP
- Rigorous implementation of the House view and strategy taking into account clients’ preferences and regulatory constraints
- Ongoing monitoring of discretionary portfolios (risk budget, performance, asset allocation)
- Spear-heading innovation in the portfolio management space for the bank
- Provision of periodic investment reviews to clients

Communicating with clients
- Support bankers in the client acquisition process (presentation of services, building a personalised asset allocation and ad-hoc portfolio analysis)
- Continuous market monitoring with bespoke client notifications
- Presentations of market views and investment strategy to private bankers, clients and prospects

Contributing to the investment process
- Contributing to internal investment forums
- Contributing to the continuous development of our investment offering
- Creating investment ideas and solutions across all asset classes

Desired Profile:

- University post-graduate level and/or recognized diploma in investment (CFA an asset)
- Experience in portfolio management (min. 10 years)
- Very good knowledge of asset allocation and portfolio management
- Excellent customer presentation and communication skills
- Entrepreneurial spirit with capacity to think out of the box
- Ability to take decisions, flexibility and autonomy
- Ability to acquire and share skills
- Good knowledge of Bloomberg, Excel and PowerPoint
- Good programming and data-science analytical skills is a plus (VBA)
- Fluent in French and English mandatory, German/Italian a strong plus

If you recognise yourself in this description, then please do apply. We look forward to hearing from you.

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