Private Assets Investment Analyst

The Private Assets Investment Analyst role at Lombard Odier in Geneva supports the Private Assets department by evaluating fund opportunities, conducting due diligence, and preparing investment materials for the private equity team.

This position sits within the Private Assets department at Lombard Odier Investment Managers. The analyst will collaborate closely with Investment Managers and team members throughout every phase of the private equity investment lifecycle.

Responsibilities

• Keep the private assets fund opportunity pipeline current and organized
• Evaluate new private equity fund investments, co-investments, and direct deals, while tracking industry trends and market shifts
• Conduct thorough due diligence on potential investments, covering both qualitative and quantitative aspects
• Draft investment memoranda, due diligence reports, and materials for internal committees
• Track and report on the performance of existing fund investments, offering detailed insights
• Assist in creating marketing materials for LOIM private equity strategies and products
• Create sales pitches, presentations, and other resources for internal and external audiences

Requirements

• Master’s degree in business, economics, finance, or engineering
• Essential prior experience in Private Equity, Corporate Finance, or Investment Banking
• Native-level English proficiency
• Professional working proficiency in French
• Strong analytical and problem-solving abilities with meticulous attention to detail
• Proactive, innovative, and results-oriented approach
• Ability to excel in a fast-paced, dynamic environment while managing multiple priorities
• Excellent interpersonal and communication skills, with the capacity to work independently and collaboratively

About the company

Lombard Odier is a globally recognized wealth and asset manager known for its commitment to sustainable investing. As an independently owned entity, it stands as one of the world's best-capitalized banking groups, overseeing nearly CHF 300 billion in assets. The firm operates under the philosophy of 'Rethink Everything', aiming to deliver a fresh perspective on investments. Its core values include Excellence, Innovation, Respect, Integrity, and One Team.

• Renowned global wealth and asset manager with a strong focus on sustainable investing
• Independently owned and one of the best-capitalised banking groups in the world, managing close to CHF 300 billion
• Company philosophy is 'Rethink Everything', focusing on providing a fresh investment perspective
• Company DNA is defined by five core values: Excellence, Innovation, Respect, Integrity, and One Team