RFP Data Analyst: AI-Driven Investor Data

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

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.