RFP Data Analyst

LGT Capital Partners AG; Freienbach; Hybrid; CHF 90,000 - 130,000; Full time

Benefits offered by this job

Home office allowance

Flexible hours

Professional development

Job summary

LGT Capital Partners AG in Pfäffikon SZ is seeking an RFP Data Analyst to drive data-driven client servicing. You will manage analytical inputs for RFPs, RFIs and DDQs, ensuring accuracy and consistency across fund, performance and portfolio data, and supporting investor materials.

You will collaborate with PACS and other teams to improve content, workflows and data processes, and leverage AI tools to enhance knowledge bases and outputs.

Qualifications

• University degree in quantitative finance, finance, business analytics, economics or related field.
• Minimum two years of relevant data analysis experience in investor relations, RFP/DDQ, or asset management.
• Excellent written English; French or German an asset.
• Exposure to data workflows or digital tools with eagerness to develop these skills.
• Curiosity and confidence in using AI-assisted tools.
• Ability to manage multiple deadlines with accuracy and attention to detail.
• Clear, proactive communicator with strong cross-team collaboration.

Responsibilities

• Take ownership of analytical inputs used in RFPs, RFIs, DDQs and investor materials across multiple data sources.
• Complete RFP, RFI and DDQ processes for prospective and existing clients within deadlines.
• Generate high-quality, tailored responses and continuously improve the content library.
• Collaborate with business development, investment management and internal teams to gather inputs.
• Serve as the link between client-facing teams and the PACS Data team to translate needs into data requirements.
• Operate as a power user of the RFP platform (Responsive), data workflows and AI-assisted tools for quality, automation and efficiency.

Skills

Data analysis

English proficiency

Communication

Education

University degree in quantitative finance / related field

CFA / CAIA or equivalent qualification (a plus)

Job description

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 aworkenvironmentequippedwith the latest technology;

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

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

• Weareproud to be owned by thePrincelyFamilyofLiechtensteinand our company is inspiredbyitsentrepreneurialspirit;

• Commitment to ESG:ourapproach to 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

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.
For further information please contact us.

Cassandra Fritschi

Human Resources

LGT Capital Partners AG, Pfaeffikon

Contact:

[phone]