RFP Data Analyst - Remote & Flexible Hours + AI Tools

LGT Capital Partners AG, Pfaeffikon; Freienbach; Hybrid; CHF 110.000 - 160.000; Vollzeit

Benefits dieser Stelle

Home office allowance

Work-from-home options

Flexible hours

Zusammenfassung

LGT Capital Partners AG in Pfäffikon SZ seeks an RFP Data Analyst to support data-driven client servicing and investor materials. You will own analytical inputs across RFPs, RFIs, DDQs and investor content, pulling data from multiple sources and ensuring accuracy and consistency.

You will collaborate with PACS, business development and investment teams, leveraging AI-assisted tools and the RFP platform to streamline content and improve data processes.

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 or German 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.

Aufgaben

• 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.

Kenntnisse

Analytical thinking

Attention to detail

Written English

Communication

Team orientation

Curiosity about AI tools

Ausbildung

University degree in quantitative finance, finance, business analytics, economics

CFA or CAIA considered a plus

Tools

Responsive RFP platform

AI-assisted tools

Jobbeschreibung

LGT Capital Partners AG in Pfäffikon SZ seeks an RFP Data Analyst to support data-driven client servicing and investor materials. You will own analytical inputs across RFPs, RFIs, DDQs and investor content, pulling data from multiple sources and ensuring accuracy and consistency.

You will collaborate with PACS, business development and investment teams, leveraging AI-assisted tools and the RFP platform to streamline content and improve data processes.