Strategic Research & Matchmaking Analyst (mfd)

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 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 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

• Bachelors degree in Business Economics Management or a related field.
• 35 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

• 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.

Key Skills Spss,Data Collection,R,Stata,Research Experience,Statistical Software,Data Mining,Calculus,Market Research,Operations Research,SAS,Data Analysis Skills

Employment Type : Employee

Experience : years

Vacancy : 1

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