German Speaking CRM Analyst

LFE European Asset Management S.à.rl., German Branch; Frankfurt; Vor Ort; EUR 45.000 - 80.000; Vollzeit

Zusammenfassung

Ein etabliertes Unternehmen sucht einen engagierten CRM-Analysten, der die Fundraising- und Kundenserviceteams unterstützt. Diese Rolle bietet die Möglichkeit, in einem dynamischen Umfeld zu arbeiten, das sich auf institutionelle Investoren in Deutschland, Österreich und der Schweiz konzentriert. Als Teil des Teams werden Sie an der Durchführung von Due-Diligence-Prozessen, der Pflege von Kundenbeziehungen und der Unterstützung von Marketingaktivitäten beteiligt sein. Wenn Sie eine Leidenschaft für Finanzdienstleistungen haben und in einem kollaborativen Team arbeiten möchten, ist diese Position genau das Richtige für Sie.

Qualifikationen

• 1-3 Jahre Erfahrung in der Finanzdienstleistungsbranche, idealerweise in einer kundenorientierten Rolle.
• Hohe Fachkenntnisse in Microsoft Office und idealerweise Erfahrung mit Salesforce.

Aufgaben

• Unterstützung aller Aspekte der Fund-Marketingaktivitäten und Due-Diligence-Prozesse.
• Koordination von DACH-Kundenveranstaltungen und Teilnahme an Investorenmeetings.

Kenntnisse

Fließend in Deutsch

Fließend in Englisch

Finanzanalytische Fähigkeiten

Projektmanagement

Interpersonelle Fähigkeiten

Problemlösungsfähigkeiten

Ausbildung

Bachelor-Abschluss

Postgraduiertenstudien in Finanzwesen (CFA, MBA, CA/CPA)

Tools

Microsoft Office (Word, PowerPoint, Excel)

Salesforce

Jobbeschreibung

German Speaking CRM Analyst page is loaded

German Speaking CRM Analyst

Apply locations Frankfurt, Germany

Time type Full time

Posted on Posted Yesterday

Job requisition id R2042699

Location

Frankfurt - An der Welle 3, 9th Floor

Brookfield Culture

Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

Job Description

Client Relationship Management (CRM) – Analyst

This role is an Analyst level opportunity in the Global Client Group on the European Client Relationship Management team supporting fundraising and client servicing efforts for institutional investors based in Germany, Austria & Switzerland (DACH). The Analyst will support fundraising and relationship management activities across Real Estate, Infrastructure, Renewable Power/Transition, Private Equity, and Credit. The role will encompass all aspects of the fundraising process (marketing activities, direct client communications, research, client/prospect due diligence) as well as supporting relationships with existing investors. The Analyst will be based in Frankfurt, Germany.

Key Accountabilities

• Support all aspects of fund marketing activities, client prospect due diligence and onboarding processes
• Work with CRMs to originate new client investment activity across the DACH region
• Coordinate dedicated DACH client events in conjunction with the Events team
• Coordinate and attend update/diligence meetings with investment teams (prepare pre-meeting reports and appropriate materials, coordinate any follow-up)
• Communicate with clients to support due diligence requests and ongoing investor queries
• Maintain Brookfield’s internal CRM system (Salesforce), ensuring the system is up to date for internal reporting purposes and the ongoing tracking of the team’s fundraising opportunities
• Assist with ad-hoc business development activities
• Conduct alternative asset industry research and client-specific research to map out the DACH market across asset classes
• Monitor industry press for information relating to our respective prospects and competitors
• In conjunction with Fundraise Management Teams, help coordinate road shows, conferences, and investor meetings

Candidate Profile

• Relevant experience (1-3 years) in the financial services industry; ideally in a client-facing role within asset management
• Fluency in German and English is a requirement
• Undergraduate degree
• Postgraduate studies in finance such as CFA, MBA, or CA/CPA advantageous
• Strong investment and financial analytical capabilities. Knowledge of private markets/alternative investments a bonus
• Time and project management skills are highly valued.
• High proficiency in Microsoft Office (Word, PowerPoint, and Excel). Experience of Salesforce ideal but not required.
• Team player with positive attitude, collaborative mindset, desire to learn and proactive approach to work
• Ability to develop strong internal/external relationships
• Ability to multi-task, project manage and work in a very fast-paced and team-oriented environment
• Excellent interpersonal, analytical, and creative problem-solving ability
• Strong written and verbal communication skills
• Self-motivated with a high level of attention to detail

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.

We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.