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.TasksYour Mission & Responsibilities1. Research & Strategic AnalysisConduct in-depth company, industry, and market research across a wide range of sectorsAnalyze business activities, governance structures, and international expansion strategies of family enterprisesSynthesize complex information into executive-ready reports, briefs, and presentationsIdentify patterns, signals, and insights that help shape relevant matching opportunitiesPerform research, analysis, and due diligence on family enterprises to build a strategic growth pipeline2. Matchmaking IntelligenceAnalyze member needs and map relevant opportunities within the ecosystemProvide structured, insight-based recommendations for introductionsEnsure 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 structureEnsure high-quality data capture, taxonomy, and reportingBuild and maintain workflows, dashboards, and reports that support the matchmaking and due diligence processesImprove data reliability, transparency, and decision support within the team
4. Operational & Project SupportSupport process optimization initiatives across the customer relations teamContribute to internal knowledge management and documentation standardsPrepare high-quality internal and external materials for senior stakeholdersCollaborate closely with Directors and Founders, providing analytical input (no decision-making responsibility)RequirementsYour ProfileExperience & BackgroundBachelor’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.SkillsStrong 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.BenefitsOur OfferCompetitive 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.