Gérant(e) De Portefeuille Junior (80-100%)

Lombard Odier

Lausanne, Switzerland
**
Active and tax-efficient discretionary portfolio management
Investment vehicle selection
Portfolio monitoring
** Lombard Odier is seeking a Junior Portfolio Manager in Lausanne, Switzerland, to manage discretionary accounts with a focus on active and tax-efficient management. The ideal candidate should possess a university degree, CFA or equivalent, and have at least two years of relevant experience in portfolio management. **

Job Summary

  • Manage discretionary accounts in CHF, EUR, USD with active and tax-efficient management, respecting Lombard Odier's asset allocation or specific client allocations.
  • Optimize the choice of external/internal investment vehicles considering client preferences and taxation, and participate in investment decisions with Swiss portfolio management teams.
  • Contribute to the development of investment offerings and accompany bankers in complex client visits when necessary.

Matching Summary

Match Score: 75

** Lombard Odier is seeking a Junior Portfolio Manager in Lausanne, Switzerland, to manage discretionary accounts with a focus on active and tax-efficient management. The ideal candidate should possess a university degree, CFA or equivalent, and have at least two years of relevant experience in portfolio management. **

Skills & Requirements

Must-have

  • Active and tax-efficient discretionary portfolio management
  • Investment vehicle selection
  • Portfolio monitoring
  • Client preference consideration
  • Risk management
  • Execution rigor

Nice-to-have

  • Sustainable investing focus
  • Collaborative decision-making environment
  • Client relationship management
  • Internal mobility and upskilling programs

Key Requirements

  • 2 years of experience in a similar role
  • University degree and CFA or equivalent
  • Strong market knowledge
  • Proficiency in MS Office and banking applications
  • French and English fluency required

Work Rights

Not specified

Tailored Resume

Cover Letter