Strategic Research & Matchmaking Analyst (mfd)

The Owners Forum GmbH; Remote; EUR 50.000 - 70.000; Vollzeit

Zusammenfassung

A member-based community for family enterprises is seeking a Strategic Research & Matchmaking Analyst in Berlin. The role focuses on conducting in-depth research, providing strategic insights, and supporting CRM optimization. Ideal candidates have a bachelor's degree, 3-5 years in business analysis, and proficiency in Salesforce and data analysis tools. The position offers competitive salary, flexible hours, and remote work options.

Leistungen

Competitive salary

Flexible working hours

30 days of vacation

Yearly development budget

Qualifikationen

• 3-5 years of experience in business analysis or related roles.
• Proven experience with CRM systems, especially Salesforce.
• Ability to conduct in-depth research and strategic analysis.

Aufgaben

• Conduct in-depth company and market research across various sectors.
• Provide structured recommendations for matchmaking opportunities.
• Support process optimization initiatives across customer relations.

Kenntnisse

Analytical thinking

Research and problem-solving

Communication skills

Data analysis skills

Ausbildung

Bachelor's degree in Business Economics or related field

Tools

Salesforce

SPSS

R

Jobbeschreibung

The Owners Forum is a member-based community of leading international family enterprises represented by decision-makers of their owning families. Around eight times a year our members come together for forums and member-hosted meetings in international business hubs such as Berlin London New York Paris Rome Silicon Valley Singapore or are seeking a highly analytical and business-savvy Strategic Research & Matchmaking Analyst (m / f / d) who will play a key role in enabling our core value proposition: creating relevant high-impact connections for our this position you will work closely with the Director of Growth & Matchmaking to deliver high-quality services and insights for our member enterprises while contributing to the development of our matchmaking and insight pipeline.

Tasks

Your Mission & Responsibilities

1. Research & Strategic Analysis

• Conduct in-depth company industry and market research across a wide range of sectors
• Analyze business activities governance structures and international expansion strategies of family enterprises
• Synthesize complex information into executive-ready reports briefs and presentations
• Identify patterns signals and insights that help shape relevant matching opportunities
• Perform research analysis and due diligence on family enterprises to build a strategic growth pipeline

2. Matchmaking Intelligence

• Analyze member needs and map relevant opportunities within the ecosystem
• Provide structured insight-based recommendations for introductions
• Ensure all recommendations are grounded in research governance logic and member needs

3. CRM Ownership & Data Excellence (Salesforce)

• Work closely with our Salesforce expert to redesign and optimize our Salesforce CRM creating a clean logical and scalable data structure
• Ensure high-quality data capture taxonomy and reporting
• Build and maintain workflows dashboards and reports that support the matchmaking and due diligence processes
• Improve data reliability transparency and decision support within the team

4. Operational & Project Support

• Support process optimization initiatives across the customer relations team
• Contribute to internal knowledge management and documentation standards
• Prepare high-quality internal and external materials for senior stakeholders
• Collaborate closely with Directors and Founders providing analytical input (no decision-making responsibility)

Requirements

Your Profile

Experience & Background

• Bachelors degree in Business Economics Management or a related field.
• 35 years of practical experience in business analysis strategy operations or related roles.
• Proven experience with CRM systems (preferably Salesforce) including data structuring reporting and process optimization.
• Demonstrated ability to conduct in-depth research financial and strategic analysis and due diligence.
• Exposure to private capital family enterprises or international business environments is highly desirable.
• English : native or C2 level; proficiency in German is an advantage.

Skills

• Strong analytical thinking and the ability to turn complex information into actionable insights.
• Solid research and problem-solving skills across multiple industries.
• Ability to identify relevant connections and matchmaking opportunities based on member needs.
• Hands-on detail-oriented and reliable in end-to-end execution.
• Clear and polished communication skills for senior audiences.
• Professional discreet and confident when handling sensitive information.
• Interest in global business trends and family enterprise dynamics.

Benefits

• Competitive salary aligned with experience and previous remuneration.
• Flexible working hours and fully remote working.
• Dynamic collaborative hands-on work environment.
• Direct involvement in providing high-level services to member enterprises.
• Access to modern tools and technology (MacBook display etc.).
• Yearly budget for personal and educational development.
• Permanent employment contract with 30 days of vacation.

Key Skills Spss,Data Collection,R,Stata,Research Experience,Statistical Software,Data Mining,Calculus,Market Research,Operations Research,SAS,Data Analysis Skills

Employment Type : Employee

Experience : years

Vacancy : 1