RFP Data Analyst

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 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 are 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 while maintaining precision and attention to detail
• Clear, proactive communication skills, including confidence in flagging issues and asking clarifying questions across teams
• Team-oriented approach, with a high sense of ownership and follow-through

Responsibilities:

• 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 for prospective and existing clients across private and public markets within stated deadlines
• Generate high-quality, tailored responses and continuously improve our standard content library
• Collaborate with business development, investment management and other internal teams to gather inputs and ensure responses accurately reflect our current positioning
• Link client-facing teams and our PACS Data team by translating investor relations and client servicing needs into clear data requirements and supporting timely, accurate delivery
• Use our RFP platform (Responsive), data workflows and AI-assisted tools as a power user, contributing to improvements in data quality, content maintenance, automation and process efficiency

Technologies:

• AI
• PACS

More:

We are seeking an RFP Data Analyst to join LGT Capital Partners Product and Client Solutions (PACS) team in Pfäffikon SZ, with an expected start as soon as possible. The role supports our client engagement activities and data infrastructure, with a focus on data analysis in client servicing and investor relations. You will work with fund, performance, portfolio and firm-level data for investor-facing materials and help strengthen our knowledge base and data processes using AI and other tools. We offer modern working conditions, including work-from-home options, flexible hours and a home office allowance. Our diverse culture is based on mutual respect, teamwork and appreciation, and we provide internal and external training opportunities, including options to improve German or English language skills. We are owned by the Princely Family of Liechtenstein and are guided by its entrepreneurial spirit and long-term perspective. Our commitment to ESG and sustainability has shaped our actions since 2002. Employees can also access favorable terms and conditions for participating in our investment programs or using LGT banking products and services.

last updated 46 week of 2026