Client Services Data Analyst 80-100%

Lgtcp.wd3.linkonly

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Pfäffikon, Switzerland Until 8/22/2026 First posted March 27, 2025 Last posted March 27, 2025
Job description

Job Description
 

The core responsibility of the data analyst role is to act as a link for client requests between the investment management teams and the global business development/sales teams, as well as other areas of the business.

Over time, the individual is expected to be responsible for/cover the following tasks:

  • Evaluate data on portfolio and underlying investment level and convert into client-friendly analyses;

  • Support the development of marketing materials and Request for Proposals (RFPs) across various liquid markets offerings;

  • Completing scheduled and ad-hoc quantitative requests from clients, prospects clients and relationship managers;

  • Develop and use knowledge of proprietary (data) systems to fulfil qualitative scheduled and ad-hoc client requests;

  • Work closely with investment management, research, operations, business development, compliance and IT;

  • As a dedicated specialist for data and data development, provide client services support to the business development team located globally;

  • Participate in several projects.

Requirements

  • Bachelor's degree in data science, business, economics or finance, or related/similar field;

  • Ideally 3 years+ work experience in a similar role, preferably with an international asset management firm or an investment bank, sound understanding of capital markets and financial instruments;

  • Excellent MS Office skills, in particular Excel (e.g. PivotTables) Power Pivot and VBA;

  • Proficiency in Bloomberg and Morningstar;

  • Analytical and result oriented approach;

  • Independent problem-solving skills in business and technical domain and ability to think on their feet to source data for non-standard requests;

  • Self-starter and high attention to detail and accuracy;

  • Fluent English and German speaker, other languages would be a plus.

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.

Franziska Rohner

Human Resources

LGT Capital Partners AG, Pfaeffikon

Contact:

+41 55 415 96 20
About this role

Summary

Link client requests with investment management and business development teams, providing data analysis and support.

Job title

Client Services Data Analyst 80-100%

Experience level

3+ years

Industry

finance

Location requirements

Pfäffikon, Switzerland; remote work not allowed

Salary

Not specified

Management role

No

Skills & keywords

Required skills

bachelor's degreems officeexcelpower pivotvbabloombergmorningstaranalyticalproblem-solvingenglishgerman

Preferred skills

other languages

Specializations

data analysisclient servicesinvestment managementcapital markets
Locations

Structured locations inferred from the posting.

Pfäffikon, Switzerland

On-site City
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