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Lombard Odier
2mo ago

Portfolio Manager(m/w/x)

Genf
Full-timeOn-siteSenior

Description

In this role, you will provide tailored investment advice and manage portfolio strategies for UK clients, ensuring alignment with their objectives and the investment views of the Bank. Your expertise will help shape the investment offerings and enhance efficiency through innovative tools.

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Requirements

  • •University degree or recognized investment qualification (CFA, CIIA)
  • •7–10 years of experience in discretionary portfolio management
  • •Deep understanding of asset allocation and portfolio construction
  • •Excellent presentation and communication skills
  • •Strong ability to learn and collaborate
  • •Decisiveness, flexibility, and autonomy
  • •Proficiency in Excel and PowerPoint
  • •Fluency in English; French or another language is a plus

Education

Bachelor's degree

Work Experience

7 - 10 years

Tasks

  • •Deliver investment advice to relationship managers and private clients
  • •Shape multi-asset and international discretionary investment offerings
  • •Manage portfolio strategies tailored to client constraints
  • •Support advisory mandates aligned with client objectives
  • •Maintain expert knowledge of asset classes and investment strategies
  • •Prepare investment proposals and reports for clients
  • •Follow up on recommended actions and investment options
  • •Participate in developing portfolio management tools

Tools & Technologies

ExcelPowerPoint

Languages

English – Business Fluent

French – Basic

Benefits

Career Advancement

  • •Encouraging internal mobility

Learning & Development

  • •Individual upskilling programs
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