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CRM/Data Analyst, Private Equity

CRM/Data Analyst, Private Equity

  • Location


  • Sector:


  • Job Type:


  • Salary:

    up to £50,000

  • Contact:

    Elizabeth Currie

  • Contact Email:

  • Contact phone:

    020 7436 4243

  • Job Ref:


  • Published:

    about 1 year ago

  • Expiry Date:


  • Consultant:


​A leading mid-market private equity firm is looking to expand their Origination and Marketing team and to add an analyst to manage the firm-wide CRM system and to help develop a long-term knowledge management strategy for the firm.

Responsibilities include:

  • Tracking, organising and maintaining all information on the firm’s CRM system

  • Leading efforts to ensure the CRM is used more effectively across the firm to sup-port the business

  • Working with the Origination, Marketing, Investment and IR teams to gather data and create reports

  • Helping to develop the firm’s talent management network

  • Supporting the Marketing team on marketing-related CRM activities

  • Helping to develop a long-term knowledge management strategy to ensure in-formation is shared more effectively across the firm

Key Skills and Experience:

  • Prior experience in an information management role, preferably within a financial services/professional services environment

  • Experience working with CRM databases

  • Ability to work with others as part of a team as well as taking individual responsibil-ity

  • Excellent written and verbal communications skills

  • Highly organised and detail-oriented