RFP Data Analyst

LGT Capital Partners; Lavamünd; Hybrid; EUR 55.000 - 90.000; Vollzeit

Benefits dieser Stelle

Work-from-home options

Flexible hours

Home office allowance

Diverse culture

Zusammenfassung

LGT Capital Partners is seeking a Data Analyst for its PACS team to drive data-driven client servicing and investor materials. The role focuses on analyzing fund, performance, portfolio, and firm-level data across RFPs, RFIs, and DDQs, ensuring accuracy and clarity in client communications.

You will act as a bridge between data and the PACS team, leveraging AI and digital tools to maintain knowledge bases, improve content, and support data workflows.

Qualifikationen

• University degree in quantitative fields; CFA/CAIA a plus.
• Minimum two years in data analysis within asset management or investor relations.
• Excellent written English; additional languages are an asset.
• Familiarity with data workflows or digital tools; eager to develop these skills.
• Curiosity and confidence using AI-assisted tools.
• Ability to work under pressure and meet deadlines with precision.
• Clear, proactive communicator with cross-team collaboration.
• Team-oriented with ownership and follow-through.

Aufgaben

• Own analytical inputs for RFPs, RFIs and DDQs, pulling and cross-checking data.
• Generate tailored responses and improve the content library.
• Collaborate with business development, investment management and internal teams.
• Bridge between client-facing teams and the PACS Data team for data needs.
• Leverage RFP platform and AI tools to improve quality and efficiency.

Kenntnisse

Data analysis

Attention to detail

English proficiency

Ausbildung

University degree in quantitative finance / finance / business analytics / economics

CFA/CAIA or equivalent (preferred)

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 provide modern working conditions, including work-from-home options, flexible hours and a home office allowance to ensure staff members have a work environment equipped with the latest technology;

• A diverse culture founded on mutual respect, teamwork and appreciation awaits you at LGT Capital Partners. We go the extra mile to generate impact;

• We empower and invest in you: your professional development and personal growth are our priority. We offer various internal and external training opportunities that are aligned with your ambitions and our business needs. If you are interested, you can also enhance your German or English language skills;

• We are proud to be owned by the Princely Family of Liechtenstein and our company is inspired by its entrepreneurial spirit;

• Commitment to ESG: our approach to business is influenced by the Princely Family’s long-term perspective. Sustainability is key for us and has shaped our actions since 2002;

• You benefit from favorable terms and conditions if you wish to participate in LGT Capital Partners’ investment programs or to use LGT banking products and services.