RFP Data Analyst - AI-Enhanced Investor Materials

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

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.