RFP Data Analyst - Pfäffikon

Salary: CHF 95'000 - 120'000 per year

Requirements:

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

CFA, CAIA, or an equivalent qualification is an advantage

At least two years of relevant experience in data analysis, ideally in investor relations, RFP/DDQ, product management, or a related asset management function

Excellent written English; French or other languages are an asset

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 while maintaining precision and attention to detail

Clear, proactive communication skills, including the confidence to flag issues and ask clarifying questions across teams

Team-oriented approach, with a strong sense of ownership and follow-through

Responsibilities:

Take ownership of analytical inputs for RFPs, RFIs, DDQs, and investor materials by gathering, cross-checking, analyzing, and formatting performance, fund, portfolio, and firm-level data from multiple sources

Complete RFP, RFI, and DDQ processes for prospective and existing clients across private and public markets, working to stated deadlines

Prepare tailored responses and continuously improve the firms standard content library

Collaborate with business development, investment management, and other internal teams to gather inputs and ensure responses accurately reflect the firms current positioning

Link client-facing teams with the PACS Data team by translating investor relations and client servicing needs into clear data requirements and helping ensure timely, accurate delivery

Use the firms RFP platform, Responsive, data workflows, and AI-assisted tools, and contribute to improving data quality, content maintenance, automation, and process efficiency

Technologies:

AI

PACS

More:

We are hiring an RFP Data Analyst for our Product and Client Solutions (PACS) team at LGT Capital Partners in Pfäffikon SZ, with an expected start as soon as possible. The role supports client engagement and our data infrastructure, working with fund, performance, portfolio, and firm-level data for investor-facing materials. It also helps strengthen our knowledge base and data and content processes through AI and other tools. We offer modern working conditions, including work-from-home options, flexible hours, and a home office allowance. Our international, multicultural culture values mutual respect, teamwork, and impact. We invest in professional development and personal growth through training opportunities aligned with individual ambitions and business needs, and offer language learning opportunities. We are owned by the Princely Family of Liechtenstein and are guided by its entrepreneurial spirit and long-term perspective; sustainability has shaped our approach to business since 2002. Employees may also benefit from favorable terms for participation in our investment programs and use of LGT banking products and services.

last updated 46 week of 2026