[23/01/2025] Apprentice - Product & Strategy

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.A career at Lombard Odier is more than just a job, it’s about investing in a brighter future and a great career ahead. Our aim is to preserve and grow our clients’ assets, guided by a simple philosophy: ‘rethink everything’. Our sole activity is to serve our clients throughout their various life stages, providing a holistic approach to help them achieve their personal goals, and to preserve, grow and transfer their wealth to future generations.Lombard Odier Asset Management is looking for a Product & Strategy Apprentice to join their Product & Strategy department to support the delivery of the Product and Sales Strategy. This role will predominately be responsible for ensuring all data is managed and reported correctly as well as providing support across the team on specific initiatives and projects.Within this role, the primary responsibility is for managing the departments data sources, extracting data as required and preparing reports and presentations to numerous stakeholders. The role will also support the wider team on projects from initiation to completion.The role will evolve as knowledge and experience is gained through undertaking the duties and studies and re-aligned as necessary to support the job holders development.Key Responsibility Supporting the Sales Strategist in developing research that offer insight into sales results, sales effectiveness, customer information and that help set go-forward sales strategyCollaborating with the Sales Strategist in delivery of overall Sales Strategy team objectivesDriving and implementing new sales processes and initiatives as neededOn-going monitoring of Sales data quality (e.g. pipeline and activities), including working with business teams to perform data remediation where necessaryPrepare regular internal reports for senior stakeholders of sales trendsAssist in creating data governance policies and tracking progress towards goalsProvide support in delivering regular and ad-hoc presentations as requiredCoordination of weekly Sales call including liaising with Investments and Sales teamsAssist in ad-hoc queries and questions from internal clients/partnersSupport the Product Strategy team in delivery of market and competitor analysisManagement of the team’s inboxOur 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.It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.