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.