Data & Marketing Analyst
5+ years
San Francisco, CA
Full-time
Onsite
1 month ago
About the role
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
Ideal Profile
Why This Role
Feel free to apply if interested!
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!