Strategy & Transformation Associate

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 Transformation team, we are looking for a:

As Strategy & Transformation Associate, you will work at the intersection of strategy, transformation and executive management. Reporting to the Head of Transformation & Chief of Staff to the Co-Heads of LOIM, you will help translate strategic priorities into measurable outcomes and support selected priorities of the Co-Heads.

The role combines two complementary dimensions: supporting LOIM’s transformation agenda through analysis, prioritisation and execution, while contributing to Chief of Staff activities including executive governance, Board and Townhall materials and ad hoc strategic analyses.

The position offers unique exposure to LOIM's leadership team and provides a platform to develop a broad understanding of asset management strategy, business management and transformation.

A significant initial focus will be LOIM’s AI transformation agenda, working with AI Product Managers, business sponsors and senior management to support prioritisation, adoption and value realisation. You will also contribute to LOIM 2030 and other cross-functional strategic priorities.

• Support strategic and transformation initiatives across LOIM, including AI and LOIM 2030 priorities.
• Conduct business, financial and commercial analyses to support strategic decisions and develop business cases, scenarios and value-tracking frameworks.
• Monitor transformation priorities, resources, milestones, risks and value realisation across the portfolio.
• Work with initiative owners and senior stakeholders to drive delivery, adoption and measurable business outcomes.
• Support portfolio prioritisation, resource allocation and strategic trade-offs, and help drive agreed actions through to execution

• Conduct ad hoc strategic and business analyses for the Co-Heads, under the guidance of the Chief of Staff & Head of Transformation, translating complex questions into clear insights and recommendations.
• Support the Chief of Staff & Head of Transformation in coordinating selected cross-functional priorities and ensuring alignment across senior stakeholders.
• Support the preparation of high-quality materials for Board meetings, Executive Committees, Steering Committees and other senior management forums.
• Contribute to Townhalls, management communications and other key executive events.
• Build management dashboards and ad hoc analyses to support executive decision-making.
• Provide flexible analytical and execution support on selected Chief of Staff priorities.

• 3–5 years of relevant experience…