RFP Data Analyst: Remote, Flexible Hours

LGT Capital Partners Ltd.; Freienbach; Hybrid; CHF 90,000 - 120,000; Full time

Benefits offered by this job

Home office allowance

Work-from-home options

Flexible hours

Job summary

LGT Capital Partners Ltd. is seeking a data-focused RFP Analyst to join the Product and Client Solutions (PACS) team in Pfäffikon SZ.

The role centers on turning quantitative inputs into accurate client materials for RFPs, RFIs, and DDQs, supporting investor-facing communications. The ideal candidate translates data into clear, reliable content, collaborates across teams, and uses AI tools to strengthen data processes and knowledge management.

Qualifications

• University degree in quantitative finance, finance, business analytics, economics or related field; CFA/CAIA or equivalent is a plus.
• Minimum two years of relevant experience in data analysis in asset management or related function.
• Excellent written English; French, German or other languages an asset.
• Exposure to data workflows or digital tools; eagerness to develop these skills.
• Curiosity and confidence in using AI-assisted tools.
• Ability to work under pressure with multiple deadlines and maintain precision.
• Clear, proactive communicator with the ability to flag issues across teams.
• Team-oriented with strong ownership and follow-through.

Responsibilities

• Take ownership of analytical inputs for RFPs, RFIs, DDQs and investor materials, pulling, cross-checking and formatting data from multiple sources.
• Complete RFP, RFI and DDQ processes 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 ensure accurate positioning.
• Act as the link between client-facing teams and the PACS Data team to translate needs into clear data requirements.
• Operate as a power user of the RFP platform (Responsive), data workflows and AI-assisted tools to improve quality and efficiency.

Skills

Data analysis

Written English

AI tools

Teamwork

Communication

Curiosity

Working under pressure

Education

University degree in quantitative finance

CFA/CAIA or equivalent

Tools

Responsive

Job description

LGT Capital Partners Ltd. is seeking a data-focused RFP Analyst to join the Product and Client Solutions (PACS) team in Pfäffikon SZ.

The role centers on turning quantitative inputs into accurate client materials for RFPs, RFIs, and DDQs, supporting investor-facing communications. The ideal candidate translates data into clear, reliable content, collaborates across teams, and uses AI tools to strengthen data processes and knowledge management.