Engagement Analyst

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 our Stewardship team, we are looking for an Engagement Analyst. As an Engagement Analyst, you will report to the Head of Stewardship and play a key role in executing our engagement activities, one of the pillars of LOIM’s sustainability approach alongside proxy voting. Your work will help hold companies accountable on critical issues such as the sustainability transition, corporate governance, and corporate responsibility. You will collaborate closely with internal and external stakeholders and contribute to the development of LOIM’s stewardship strategy.

YOUR ROLE

• Lead the engagement workflow for individual and collaborative engagements: select candidates, research companies, define objectives, launch and track engagements, escalate when needed, link engagements with proxy voting, and close engagements.
• Conduct research using company reports, proprietary frameworks, and external data sources.
• Manage and deliver engagement reporting at fund, quarterly, annual, and client-specific levels.
• Monitor corporate governance standards, regulatory developments, and best practices.
• Support client requests (RFPs, DDQs) in collaboration with internal teams.
• Contribute to defining annual engagement objectives and campaigns aligned with LOIM’s sustainability and investment goals.
• Build strong relationships with internal stakeholders across investment teams (equity and fixed income), operations, business development, finance, risk, legal, marketing, and client teams.
• Take initiative to improve internal processes and optimize workflows.
• Integrate and manage data effectively, including querying and creating dashboards.

YOUR PROFILE

• At least 3 years of experience in investment stewardship and engagement, with proven ability to manage campaigns and reporting.
• University degree in Economics, Finance, Law, Political Science, Environmental Studies, or a related field.
• Solid understanding of stewardship and engagement best practices across climate, nature, and social topics.
• Excellent written and verbal communication skills, including strong presentation abilities.
• Confidence in engaging with senior executives of investee companies.
• Strong analytical skills, attention to detail, and numeracy.
• Advanced data management and integration capabilities (including dashboards and collaboration tools).
• Proactive, self-motivated, and flexible, with the ability to manage competing deadlines and build productive relationships.
• Ideally, experience in proxy voting and engagement framework design.
• Fluency in English; French and German are a plus.

Our Maison’s DNA

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.