RFP Data Analyst

LGT Capital Partners AG; Lavamünd; Hybrid; EUR 95.000 - 137.000; Vollzeit

Benefits dieser Stelle

Work-from-home options

Professional development opportunities

Language skills improvement

Access to investment programs

Zusammenfassung

The RFP Data Analyst at LGT Capital Partners AG joins the PACS team in Pfäffikon SZ, focusing on data analysis for investor materials, RFPs, RFIs and DDQs. You will translate quantitative inputs into clear, reliable content and act as a bridge between data and client-facing outputs.

You will own analytical inputs, collaborate with business development and investment teams, and use AI tools to improve knowledge bases and data processes, while meeting tight deadlines and maintaining precision.

Qualifikationen

• University degree in quantitative finance, finance, business analytics, economics or a related field.
• Minimum two years of relevant experience in data analysis, ideally within investor relations, RFP/DDQ, product management, or a related function in asset management.
• Excellent written English; French, German or other languages an asset.
• Prior exposure to data workflows or digital tools, with eagerness to develop these skills further.
• Curiosity and confidence in using AI-assisted tools.
• Ability to work under pressure and manage multiple concurrent deadlines without losing precision and attention to detail.
• Clear, proactive communicator with the confidence to flag issues and ask clarifying questions across teams.
• Team-oriented, with a high sense of ownership and follow-through.

Aufgaben

• Take ownership of analytical inputs for RFPs, RFIs, DDQs and investor materials.
• Pull, cross-check, analyze and format performance, fund, portfolio and firm data from multiple sources.
• Generate high-quality, tailored responses and continuously improve the firm's standard content library.
• Collaborate with business development, investment management and other internal teams to gather inputs and ensure responses reflect current positioning.
• Act as the link between client-facing teams and the PACS Data team, translating needs into data requirements and ensuring timely delivery.
• Operate as a power user of the firm's RFP platform (Responsive) and AI-assisted tools to improve data quality and content maintenance.

Kenntnisse

Data analysis experience

English proficiency

AI tools familiarity

Communication skills

Teamwork

Ausbildung

Quantitative finance degree

CFA/CAIA qualification

Tools

RFP platform: Responsive

AI-assisted tools

Jobbeschreibung

Job Description

The RFP Data Analyst is part of LGT Capital Partners' Product and Client Solutions (PACS) team in Pfäffikon SZ and plays an active role in both the firm's client engagement activities and its data infrastructure. The successful candidate is expected to start as soon as possible.

The role has a strong focus on data analysis within a client servicing and investor relations context. The successful candidate will work with fund, performance, portfolio and firm-level data that supports RFPs, RFIs, DDQs and other investor-facing materials. This is a role for someone who enjoys working analytically with data, understands the importance of accuracy in client-facing communication, and is able to translate quantitative inputs into clear, reliable and well-structured content.

The person will also help improve the team's workflows by using AI and other tools to maintain the knowledge base and strengthen content and data processes. A key expectation is that the person acts as a bridge between the data and the wider PACS team, ensuring that analytical inputs are accurate, consistent and suitable for use in external client and investor communication.

As part of the PACS team, the successful candidate will contribute to data-driven client servicing across the following areas:

• Take ownership of the analytical inputs used in RFPs, RFIs, DDQs and investor materials, including pulling, cross-checking, analyzing and formatting performance, fund, portfolio and firm-level data from multiple sources;
• Complete RFP, RFI and DDQ processes from prospective and existing clients across private and public markets, working within stated deadlines;
• Generate high-quality, tailored responses and continuously improve the firm's standard content library;
• Collaborate directly with business development, investment management and other internal teams to gather inputs and ensure responses reflect LGT CP's current positioning accurately;
• Act as the link between client-facing teams and the PACS Data team, translating investor relations and client servicing needs into clear data requirements and helping ensure timely, accurate delivery;
• Operate as a power user of the firm's RFP platform (Responsive), data workflows and AI-assisted tools, contributing to the continuous improvement of data quality, content maintenance, automation and process efficiency.

Requirements

• University degree in quantitative finance, finance, business analytics, economics or a related field; CFA, CAIA or an equivalent qualification is a plus;
• Minimum two years of relevant experience in data analysis, ideally within investor relations, RFP/DDQ, product management, or a related function in asset management;
• Excellent written English; French, German or other languages an asset;
• Prior exposure to data workflows or digital tools, with eagerness to develop these skills further;
• Curiosity and confidence in using AI-assisted tools;
• Ability to work under pressure and manage multiple concurrent deadlines without losing precision and attention to detail;
• Clear, proactive communicator with the confidence to flag issues and ask clarifying questions across teams;
• Team-oriented, with a high sense of ownership and follow-through.

What you can expect

• We providemodern working conditions, including work-from-home options, flexible hours and a home office allowanceto ensure staff members have aworkenvironmentequippedwiththe latest technology;

• Adiverse culturefounded onmutual respect, teamwork and appreciation awaits you at LGT Capital go the extra miletogenerateimpact;

• We empower and invest in you: yourprofessionaldevelopmentandpersonalgrowthareourpriority.Weoffervariousinternaland externaltrainingopportunitiesthatare aligned with your ambitions and our business needs. Ifyouareinterested,you canalsoenhanceyourGerman orEnglishlanguageskills;

• Weareproudto be owned by thePrincelyFamilyofLiechtensteinand our company is inspiredbyitsentrepreneurialspirit;

• Commitment to ESG:ourapproachto business isinfluenced by the Princely Family's long-term perspective. Sustainability is key for us andhas shaped our actionssince 2002;

• Youbenefit fromfavorable terms and conditionsif you wish to participate inLGT CapitalPartners'investmentprogramsor to useLGT banking products andservices.

Contact Information

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