RFP Data Analyst

The RFP Data Analyst is part of LGT Capital Partners’ Product and Client Solutions (PACS) team in Pfäffikon SZ and plays an active role in both the firm's client engagement activities and its data infrastructure. The successful candidate is expected to start as soon as possible.

The role has a strong focus on data analysis within a client servicing and investor relations context. The successful candidate will work with fund, performance, portfolio and firm-level data that supports RFPs, RFIs, DDQs and other investor-facing materials. This is a role for someone who enjoys working analytically with data, understands the importance of accuracy in client-facing communication, and is able to translate quantitative inputs into clear, reliable and well-structured content.

The person will also help improve the team’s workflows by using AI and other tools to maintain the knowledge base and strengthen content and data processes. A key expectation is that the person acts as a bridge between the data and the wider PACS team, ensuring that analytical inputs are accurate, consistent and suitable for use in external client and investor communication.

As part of the PACS team, the successful candidate will contribute to data-driven client servicing across the following areas:

• 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.

Contact Information

If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon.

For further information please contact us.

Cassandra Fritschi

Human Resources

LGT Capital Partners AG, Pfaeffikon

Contact:

+41 58 261 80 29