Strategic Research & Matchmaking Analyst (m/f/d)

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 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 members. In 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

• 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

• 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

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.

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