A leading community for family enterprises in Nordrhein-Westfalen, Köln, is seeking a Business Analyst & Researcher to support growth initiatives and facilitate connections among members. This role involves strategic analysis, CRM optimization, and providing high-quality presentations to stakeholders. Ideal candidates will have a bachelor's degree, 3–5 years of relevant experience, and strong analytical skills. Flexible working hours and a remote work option are included.
Leistungen
Competitive salary
Flexible working hours
30 days of vacation
Yearly budget for personal development
Qualifikationen
3–5 years of practical experience in business analysis, strategy, or operations.
Proven experience with CRM systems, particularly Salesforce.
Demonstrated ability to conduct in-depth research and financial analysis.
Exposure to international business environments is desirable.
Aufgaben
Develop in-depth knowledge of member companies' business activities.
Conduct research and analysis on family enterprises.
Support project management within the Growth and Matchmaking team.
Redesign and optimize Salesforce CRM for data management.
Kenntnisse
Analytical thinking
Problem-solving
Organizational methods
Documentation skills
Presentation skills
Ausbildung
Bachelor’s degree in Business, Economics, or Management
Tools
Salesforce
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 Tokyo.
We are seeking a highly analytical and business-savvy Business Analyst & Researcher to be the engine behind our core value proposition : creating impactful, high-value connections for our members. In this role, you will support the Director of Growth and Matchmaking in delivering high-level services to our members and building a strategic growth pipeline.
Your Mission & Responsibilities
Strategic Analysis & Stakeholder Support
Develop in-depth knowledge of all member companies, including their business activities, international expansion, and investment strategies.
Conduct research, analysis, and due diligence on family enterprises to identify opportunities and build a strategic growth pipeline.
Provide strategic and analytical support to develop and maintain a strong growth pipeline.
Prepare high-quality presentations, reports, and briefings for internal and external senior stakeholders.
Matchmaking & Relationship Enablement
Respond to member matchmaking requests to execute and facilitate strategic introductions.
Data Management & Operational Excellence
Redesign and optimize our Salesforce CRM to ensure all relevant data is accurately captured and easily accessible, enhancing the ability to filter, analyze, and generate reports for matchmaking and due diligence processes.
Support project management and operational improvement initiatives within the Growth and Matchmaking team.
Contribute to process optimization and knowledge-sharing within the organization.
Experience & Background
Bachelor’s degree in Business, Economics, Management, or a related field.
3–5 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
Exceptional analytical and conceptual thinking, with a strong affinity for economic and financial data and the ability to generate actionable insights.
High proficiency in research, problem-solving, and organizational methods.
A hands‑on, proactive approach with meticulous attention to detail and strong follow‑through on complex tasks.
Excellent documentation, presentation, and communication skills for senior‑level audiences.
A genuine interest in global business trends and the unique dynamics of family business strategy.
Our Offer
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.
* Der Gehaltsbenchmark wird auf Basis der Zielgehälter bei führenden Unternehmen in der jeweiligen Branche ermittelt und dient Premium-Nutzer:innen als Richtlinie zur Bewertung offener Positionen und als Orientierungshilfe bei Gehaltsverhandlungen. Der Gehaltsbenchmark wird nicht direkt vom Unternehmen angegeben. Er kann deutlich über bzw. unter diesem Wert liegen.