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 & Cie (Bahamas) in Nassau is looking for a candidate to fulfil the following mission statement:
Your role:
1. Actively cover advisory and discretionary portfolios;
2. Offer private clients and bankers advisory and discretionary portfolio management services;
3. Contribute to the development of the investment offering through commercial support;
4. Implement Lombard Odier investment committee’s decisions in client portfolios and within client constraints;
5. Prepare advisory portfolio reviews as well as portfolio management reports;
6. Maintain a high degree of knowledge on financial markets, traditional and alternative assets, investment strategy and portfolio management.
Your profile:
7. Bank education or university degree and/or recognized diploma in investment (CFA an asset);
8. Experience in advisory and discretionary portfolio management and excellent knowledge of asset allocation;
9. Excellent presentation and communication skills;
10. Ability to take decisions, flexibility and autonomy;
11. Ability to acquire and share skills;
12. Good knowledge of Bloomberg, Excel and PowerPoint;
13. Fluent in English, French and/or Spanish an asset.
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.