RFP Data Analyst

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

Benefits offered by this job

Home office allowance

Flexible hours

Job summary

LGT Capital Partners AG in Pfäffikon SZ seeks an RFP Data Analyst to support data-driven client servicing and investor relations. You will manage analytical inputs for RFPs/RFIs, format performance and fund data, and help enhance content libraries with AI-powered tools.

The role bridges data and client-facing teams, ensuring accuracy, consistency, and timely delivery across private and public markets. Strong numerical skills and English proficiency are essential.

Qualifications

• 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, or other languages an asset.
• 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.

Responsibilities

• Take ownership of analytical inputs used in RFPs, RFIs, DDQs and investor materials, including pulling, cross-checking, analyzing and formatting data from multiple sources.
• Complete RFP, RFI and DDQ processes from prospective and existing clients across private and public markets, within deadlines.
• Generate high-quality, tailored responses and continuously improve the standard content library.
• Collaborate with business development, investment management and other internal teams to gather inputs and reflect current positioning.
• Act as link between client-facing teams and the PACS Data team, translating IR needs into data requirements.
• Operate as a power user of the RFP platform, data workflows and AI-assisted tools, driving data quality and process efficiency.

Skills

Data analysis

Analytical thinking

English writing

Communication

Team collaboration

Curiosity with AI tools

Education

University degree in quantitative finance/finance/business analytics/economics or related field

CFA or CAIA (plus)

Tools

Responsive RFP platform

AI-assisted tools

Job description

RFP Data Analyst

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, or other languages an asset;
• 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 allowance to ensure staff members have a work environment equipped with the latest technology;

• Adiverse culture founded on mutual respect, teamwork and appreciation awaits you at LGT Capital go the extra mile to generate impact;

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

• We are proud to be owned by thePrincely 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 fromfavorable 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.

Human Resources

LGT Capital Partners AG, Pfaeffikon

Contact:

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