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:

• Take ownership of the analytical inputs used in RFPs, RFIs, DDQs and investor materials.
• Complete RFP, RFI and DDQ processes from prospective and existing clients.
• 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.
• Act as the link between client-facing teams and the PACS Data team.
• Operate as a power user of the firm's RFP platform (Responsive) and AI-assisted tools.

Requirements

• 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.
• Excellent written English; French, or other languages an asset.
• Exposure to data workflows or digital tools.
• Curiosity and confidence in using AI-assisted tools.
• Ability to work under pressure and manage multiple concurrent deadlines.
• Clear, proactive communicator.
• Team-oriented, with a high sense of ownership.

What you can expect

• Modern working conditions, including work-from-home options, flexible hours and a home office allowance.
• A diverse culture founded on mutual respect, teamwork and appreciation.
• Professional development and external training opportunities.
• Commitment to ESG and sustainability.