RFP Data Analyst - AI-Driven Investor Insights

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

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.