RFP Data Analyst — Investor Relations & Data Analytics

LGT Capital Partners; Zürich; Hybrid; CHF 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Home office allowance

Work-from-home options

Flexible hours

Zusammenfassung

LGT Capital Partners is seeking a skilled RFP Data Analyst for its PACS team in Pfäffikon. The role focuses on analyzing fund, performance, portfolio and firm-level data to support RFPs, RFIs and DDQs for investor materials.

You will ensure accuracy and consistency, translate quantitative inputs into clear content, and act as a bridge between data and client-facing teams. Strong English and willingness to use AI tools are required.

Qualifikationen

• 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

Aufgaben

• Take ownership of the analytical inputs used in RFPs, RFIs and DDQs, 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

Kenntnisse

Data analysis

RFP/RFI data inputs

Ausbildung

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

Tools

Responsive RFP platform

AI-assisted tools

Jobbeschreibung

LGT Capital Partners is seeking a skilled RFP Data Analyst for its PACS team in Pfäffikon. The role focuses on analyzing fund, performance, portfolio and firm-level data to support RFPs, RFIs and DDQs for investor materials.

You will ensure accuracy and consistency, translate quantitative inputs into clear content, and act as a bridge between data and client-facing teams. Strong English and willingness to use AI tools are required.