CRM Analyst
A boutique, globally-focused private equity firm based in London''s West End is looking for a CRM Analyst to take ownership of their DealCloud platform on a temporary basis, starting as soon as possible. This is a broad, high-impact role - far more than data entry. You''ll be the go-to person for keeping the CRM accurate, useful, and fully leveraged across the firm, producing meaningful reporting and insights that support deal origination, investor relations, and portfolio tracking. This role would suit either an experienced CRM/DealCloud specialist with a private equity background, or an Executive Assistant from within PE who has become the "DealCloud whizz" in their firm and is looking to move into a more analytical, systems-focused position. What you''ll do:Owning and administering the firm''s DealCloud CRM system end-to-endMaintaining data quality, structure, and integrity across the platformBuilding and running reports, dashboards, and analytics for deal teams, senior leadership, and investor relationsSupporting deal origination and pipeline tracking through accurate, well-structured CRM dataTraining and supporting colleagues on best-practice CRM useIdentifying opportunities to improve workflows, automation, and reporting capability within DealCloudActing as the internal point of contact for all things CRMWho you are: Essential: Experience working within a private equity or similar investment firmHighly desirable: Hands-on experience with DealCloud specificallyStrong ..... full job details .....
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