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
Salary Range:
$120,000-$130,000
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