Role responsibilities
The Analyst will support the Business Development team by managing deal data within the CRM system and producing analytical reports. This role involves collaborating with various teams to ensure data integrity and providing actionable insights for investment strategies.
Requirements
Candidates should have a bachelor's degree in a relevant field and experience with CRM systems, particularly Salesforce. Strong analytical skills and proficiency in Microsoft Excel are essential for this role.
Key skills
Data Analysis, CRM Management, Salesforce, Microsoft Excel, Power BI, Reporting, Data Integrity, Presentation Skills, Project Management, Analytical Skills, Collaboration, Communication, Problem Solving, Organizational Skills, Detail Orientation
Keywords
Business Development, Investment Management, Data Analytics, CRM, Salesforce, Excel, Power BI, Reporting, Data Integrity, Pipeline Analytics, Collaboration, Market Mapping, Target Identification, Intermediary Relationship Tracking, Data Governance, Dashboards, Visualizations