RFP Data Analyst

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

Benefits offered by this job

Home office allowance

Work-from-home options

Job summary

LGT Capital Partners AG in Pfäffikon SZ is seeking a data-driven RFP Analyst to support client materials and investor communications. You will handle data across funds, performance, portfolios and firm-level data, ensuring accuracy and clarity.

The role bridges data workflows with the PACS team and uses AI tools to enhance content and processes. You will work with RFPs, RFIs and DDQs, collaborating with business development and investment teams, while maintaining deadlines and high-quality

Qualifications

• University degree in quantitative finance, finance, business analytics, economics or a related field.
• CFA, CAIA or equivalent qualification is a plus.
• Minimum two years of experience in data analysis, ideally in investor relations/RFPs.
• Excellent written English; French/German is a plus.

Responsibilities

• Take ownership of analytical inputs used in RFPs, RFIs and DDQs and format data from multiple sources.
• Manage RFP/RFI/DDQ processes within deadlines.
• Generate high-quality, tailored responses and improve standard content library.
• Collaborate with business development, investment management and other teams to ensure accurate responses.
• Translate investor relations needs into clear data requirements for timely delivery.
• Operate as power user of the RFP platform and AI-assisted tools to improve data quality and process efficiency.

Skills

Data analysis

RFP/RFI/DDQ

Investor relations

English writing

AI tools

Education

Finance/Analytics degree

Tools

Responsive platform

AI-assisted tools

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.

Responsibilities

• 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.

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]

About LGT Capital Partners

LGT Capital Partners is a leading global specialist in alternative investing with over USD 110 billion in assets under management and more than 700 institutional clients in 50 countries. An international team of over 900 professionals is responsible for managing a wide range of investment programs focusing on private markets, multi‑alternatives and diversifying strategies, as well as sustainable and impact strategies. Headquartered in Pfaeffikon (SZ), Switzerland, the firm has offices in San Francisco, New York, Dublin, London, Paris, The Hague, Luxembourg, Frankfurt am Main, Vaduz, Dubai, Beijing, Hong Kong, Tokyo, Singapore and Sydney.