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RFP Data Analyst – Pfäffikon SZ | JobRevolt

Über den Job

The RFP Data Analyst is part of LGT Capital Partners' Product and Client Solutions (PACS) team in Pfäffikon SZ, owned by the Princely Family of Liechtenstein. The role focuses on data analysis within client servicing and investor relations, working with fund, performance, portfolio and firm-level data for RFPs, RFIs and DDQs. The successful candidate will improve team workflows using AI and tools while serving as a bridge between data teams and client-facing teams.

Aufgaben

Take ownership of analytical inputs for RFPs, RFIs, DDQs and investor materials, including pulling, cross-checking, analyzing and formatting performance, fund, portfolio and firm-level data
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 the firm's standard content library
Collaborate with business development, investment management and internal teams to gather inputs and ensure responses reflect LGT CP positioning accurately
Act as link between client-facing teams and PACS Data team, translating investor relations and client servicing needs into clear data requirements
Operate as power user of firm's RFP platform (Responsive), data workflows and AI-assisted tools, contributing to continuous improvement of data quality, automation and process efficiency

Profil

University degree in quantitative finance, finance, business analytics, economics or related field; CFA, CAIA or equivalent qualification is a plus
Minimum two years relevant experience in data analysis, ideally in investor relations, RFP/DDQ, product management, or 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 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 confidence to flag issues and ask clarifying questions across teams
Team-oriented, with high sense of ownership and follow-through

Rahmenbedingungen

Start: as soon as possible
Location: Pfäffikon SZ

Benefits

Modern working conditions including work-from-home options, flexible hours and home office allowance
Latest technology equipment
Diverse culture founded on mutual respect, teamwork and appreciation
Professional development and personal growth opportunities through internal and external training aligned with ambitions and business needs
German or English language skill enhancement
Favorable terms and conditions for participation in LGT Capital Partners investment programs and LGT banking products and services

RFP Data Analyst

Über den Job

Über den Job

Aufgaben

Profil

Rahmenbedingungen

Benefits

Skills

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