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Lombard Odier

Private wealth management and fiduciary services

Investment Analyst - Private Assets

Private EquityUpdated on Nov 12
Full-timeGeneva, SwitzerlandNo salary listedIn-person

About the Job

Requirements

  • A Master's degree is required, ideally in business, economics, finance, or engineering.
  • Prior professional experience in private equity, corporate finance, or investment banking is essential.
  • Native-level proficiency in English and professional working proficiency in French are required.
  • Strong analytical and problem-solving skills and attention to detail are required.
  • The candidate must be able to manage multiple priorities in a fast-paced, dynamic environment.

Responsibilities

  • Maintain and update the private assets fund opportunity pipeline.
  • Analyze new private equity fund investments, co-investments and direct investments, industry trends, and market dynamics.
  • Perform detailed due diligence on investment opportunities, including qualitative and quantitative analysis.
  • Prepare investment memoranda, due diligence documentation, and internal committee materials.
  • Monitor and report on existing fund investments, providing in-depth performance insights.
  • Support the preparation of marketing materials for private equity strategies and products.
  • Develop sales pitches, presentations, and other materials for internal and external stakeholders.

Desired Qualifications

  • A proactive, innovative, and results-driven mindset is desired.
  • Outstanding interpersonal and communication skills, with the ability to work independently and collaboratively, are desired.

About the Company

Lombard Odier

Private wealth management and fiduciary services

Lombard Odier is a private bank and wealth manager that serves private and institutional clients. It offers services such as discretionary and advisory portfolio management, wealth planning, and custody, delivering tailored investment solutions and financial planning. Clients access these products through a global network and a proprietary technology platform used by the bank to manage accounts and investments. The company differentiates itself through its independent, partner-owned structure, a long history spanning over two centuries, and a focus on long-term client interests, stability, and bespoke service. It also emphasizes sustainable investing, helping clients navigate the transition to a net-zero, nature-positive economy. The goal is to create sustainable value for clients by pairing high-quality investment options with steady guidance and a strong balance sheet.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Geneva, Switzerland
Founded
1796

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