Financial Services

Industry: Financial Services
Company Size: 10,001+ employees

Undisclosed

Savvy Admin PROD

A well-regarded middle-market private equity firm is looking to add a Data & Marketing Analyst to its Shared Services team. The firm manages over $8+ billion in assets across multiple strategies and has a strong institutional reputation built over more than two decades.

This is a high-visibility role sitting at the center of the firm's data, reporting, and communications workflows. The individual will serve as the primary owner of CRM infrastructure and firmwide marketing operations, supporting deal, fundraising, investor relations, and capital markets teams.

**Key Responsibilities **

- Serve as firmwide DealCloud superuser, owning data integrity, dashboards, and reporting across all teams

- Own end-to-end production of the Monthly Pipeline Report and ad hoc reporting cycles

- Maintain real-time deal funnel data to support urgent requests from investment teams and leadership

- Lead DealCloud training and drive firmwide adoption and best practices

- Manage Dispatch email platform across investor communications and firmwide distributions

- Support firm marketing operations including website updates, LinkedIn, and core marketing materials

**Ideal Profile **

- Deep DealCloud expertise with demonstrated CRM ownership inside a PE or alternative asset management firm

- Experience building dashboards, reports, and data workflows

- Strong analytical background with track record of producing decision-ready outputs

- Background in marketing or investor communications a plus

- Advanced Excel and PowerPoint skills

- Must be authorized to work in the United States without sponsorship

**Why This Role **

- Single owner of CRM infrastructure at a named, established PE platform

- Cross-functional visibility across every team in the firm

- High-touch role with direct access to firm leadership

- Strong culture with investment in professional development

Feel free to apply if interested!

Data & Marketing Analyst

I’m currently working with a leading real estate investment and development firm on an Acquisitions Associate hire for its Los Angeles office. The team has built a strong reputation within the affordable housing space and is actively investing across LIHTC, NOAH, and Section 8 strategies throughout the U.S.

This is a highly entrepreneurial opportunity offering direct exposure to acquisitions, underwriting, deal execution, development strategy, and portfolio growth initiatives alongside a lean and experienced investment team. The role is ideal for someone looking to take on meaningful responsibility early and play an active role in sourcing and executing transactions in a rapidly growing platform.

Ideal candidates will have:• 1-4 years of acquisitions or real estate development experience

• Strong financial modeling and analytical capabilities

• Direct experience with LIHTC, NOAH, or Section 8 housing is required

• A genuine interest in affordable housing and real estate investing

• A highly driven, team-oriented mindset

Please note that the role is based in Los Angeles on-site.

If interested, feel free to apply directly.

Acquisitions Associate

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