Business Analyst

Greenwich, Connecticut • $120,000-$130,000

About the Company:

Our client is a private investment firm with over $100 billion in AUM with a focus on global real estate. This role will support the day-to-day tasks of the firm’s alternative investment products.

 

Responsibilities:

  • Support the monthly, quarterly, and annual fund/broker-dealer operating activities
  • Support the completion of due diligence questionnaires & materials along with coordinating onsite meetings and conference calls with members or potential members of the selling syndicate
  • Provide accurate reporting and analysis for the sales & marketing departments and third parties for sales and marketing results, key metrics and KPIs, campaign tracking and analysis, concentration tests and other ad hoc strategic analysis
  • Track, analyze, and prepare presentations depicting key metrics, sales analysis, marketing campaigns results and achievements using charts, tables, and graphs with data extracted from the firm’s CRM
  • Support data and segmentation analysis to assist in the firm’s targeted sales efforts

 

Requirements:

  • Bachelor’s degree in finance or business
  • 1-3 years of experience in a business analyst or similar role preferred
  • Strong quantitative and qualitative analytical abilities
  • Advanced proficiency in Microsoft Excel

 

 

 

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