RFP Intern

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.

Lombard Odier Investment Managers ("LOIM") is the asset management business of the Lombard Odier Group. In order to strengthen our
RFP
team, we are offering a
Geneva
based

RFP Internship months)

As an RFP Intern, you will work with the Request for Proposal (RFP) team to prepare and coordinate responses to RFPs, Requests for Information (RFI), Due Diligence Questionnaires (DDQs) and other information requests to help the business win and retain client assets.

This internship offers a unique opportunity to gain hands-on experience in asset management and contribute to the firm's commercial success.

The RFP team plays a key role in supporting LOIM's institutional and third-party distribution business globally.

This is an opportunity to join a dynamic and highly collaborative team located in Geneva and London.

During your internship, you will develop an understanding of the firm's investment strategies, sustainability approach, and products, while collaborating with various stakeholders across the organization.

YOUR ROLE

• Assist in researching, drafting, and editing responses to RFPs, RFIs, DDQs, and reporting requests.
• Collaborate across teams including Sales, Marketing, Portfolio Management, Operations, Performance, Compliance, and Legal to gather metrics, information and ensure content is accurate and compelling.
• Support the coordination and timely delivery of RFP documents.
• Coordinate and assist in updating standard information documents on our company and investment products
• Help respond to ad hoc requests from different business units.
• Gain exposure to asset classes and become familiar with LOIM's investment solutions.
• Support the team to maintain the RFP database (Loopio) and enhance the content library.

YOUR PROFILE

• Completing a Master degree, preferably in Finance, Economics, or a related field.
• Strong interest in asset management and willingness to learn about investment products and strategies.
• Excellent attention to detail and organizational skills.
• Motivated to contribute and support in business development efforts
• Ability to manage multiple tasks and meet deadlines.
• Strong written and verbal communication skills in English (French is a plus).
• Curious and willing to learn about the industry.
• A proactive attitude and eagerness to work in a collaborative environment.

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.