Key Skills

Job Description

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 Engaged Ownership Investment Team, we are looking for an: Senior Investment Associate – Engaged Ownership With presence in Switzerland, the UK, Luxembourg, France, Germany, Italy, the Netherlands, Hong Kong, Singapore, Tokyo, and the US, Lombard Odier Investment Managers has an international footprint. As an Senior Investment Associate, based in Amsterdam, you will be an integral part of the tight‑knit and high‑performing Engaged Ownership investment team dedicated to long‑term, engaged, and sustainability‑focused public equity investing. You will play a key role in the research, analysis and monitoring of portfolio and target companies, contribute actively to investment decision-making, and work closely with portfolio managers across one or more industry verticals. YOUR ROLE Supporting idea generation, fundamental research, sustainability integration, and long‑term company engagement Leading coverage of selected companies and sectors, developing differentiated investment insights and recommendations Monitoring portfolio companies, including analysis of industry developments and market‑relevant information Identifying key risks and opportunities across assigned companies and sectors Building, maintaining and enhancing detailed financial and operating modelsPreparing investment papers and contributing to portfolio discussions Participating early in interactions with senior executives (C‑suite and board members) of portfolio or target companies Contributing to ongoing improvement in sustainability analysis and active ownership practices YOUR PROFILE Passionate about finance and long‑term ownership investing A team player who thrives in collaborative environments Demonstrated ability to conduct independent fundamental, financial and sustainability analysis Open‑minded and entrepreneurial, bringing curiosity, creativity, and adaptability A strong communicator, both written and verbal, with structured and logical thinking A strong academic background Approximately 7-10 years' experience in public equities, investment banking, consulting or other relevant investment-related roles, with strong financial analysis and valuation expertise Proven ability to develop investment views independently and communicate them effectively Demonstrated interest in sustainability, stewardship and active ownership topics Fluency in English 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.

Core Responsibilities

Conduct fundamental, financial, and sustainability research on portfolio and target companies, lead coverage of selected companies and sectors, and develop investment insights and recommendations. Monitor portfolio companies, build and maintain financial models, prepare investment papers, contribute to portfolio decisions, engage with senior company leaders, and improve sustainability analysis and active ownership practices.

Requirements

Candidates should have approximately 7–10 years of experience in public equities, investment banking, consulting, or another relevant investment-related role, with strong financial analysis and valuation expertise. They should demonstrate independent investment judgment, an interest in sustainability and active ownership, strong communication and analytical skills, a strong academic background, fluency in English, and a collaborative, adaptable approach.