Investor Data Analyst - CRM & Capital Activity
$43.2k - $64.8kNorthern Trust Company
Northern Trust is looking for an Analyst to ensure the accurate setup and maintenance of investor data within designated CRM platforms. The role involves supporting capital activity processing and collaborating with internal teams. Candidates should possess a Bachelor’s degree in Finance or a related field along with strong analytical skills. The salary range for this position is between $43,200 and $64,800, with a comprehensive benefits package including retirement and health benefits. #J-18808-Ljbffr Northern Trust
- Northern Trust Corp in Chicago is seeking an Analyst for Private Equity Accounting. The role involves managing investor data accuracy in CRM systems, supporting capital activity processes, and ensuring compliance with established procedures. The ideal candidate should...CRM
- ...experience as both tech investors and operators to help... ...expertise, liquid venture capital, and community... ...building and marketing activities across digital platforms... ...robust deal pipeline using CRM tools. Evaluate technical... ...Science, Engineering, Data Science, or a related technical...CRM
$60k - $80k
Department Overview The Investor Communications... ...the Firm’s capital raising efforts across... ...Position Overview The Analyst will join the Firm... ...Executing the Data Management Team specific... ...is managed in the CRM database... ...to‑day and ad‑hoc activity Consistently meeting...CRMWork at officeShift work- ...Vice President, Investor Relations & Capital Markets About the Company Leading provider of online... ...representative to investors and analysts, and building and maintaining relationships... ...supporting broader capital markets activities. Hiring Manager Title CEO...Suggested
$115k - $180k
Department Overview The Investor Communications Group supports the Firm’s capital raising efforts across various... ...or “AVP”) will join the Data Management Team (“DMT”)... ...on routine and ad-hoc activity Overseeing day-to-day... ...of Microsoft Dynamics CRM a plus Technical skills...CRMWork at office$80k - $100k
...We are hiring a motivated Investor Relations Analyst to join our Partner Solutions... ...well-prepared, relationship data accurate and current, and market... ...context, and recent activity. Attend external meetings... ...promptly. Own day-to-day CRM hygiene across the U.S. coverage...CRM$130k - $160k
...DRW Venture Capital is a private investor in financial and enterprise technology. Our... ...and TradingView. As an Analyst or Associate , you will have... ...performance Industry Research: Actively read and seek out new... ...cryptocurrency, trading platforms, data businesses and technology...Temporary workFlexible hours- Gray Capital Investors is looking for a proactive Digital Marketing Specialist to enhance branding and manage investor communications. The role... ...skills. Proficiency in Microsoft Office and experience with CRM tools like Salesforce is required. #J-18808-Ljbffr Gray Capital...CRMWork at office
$50k - $85k
...Salsa Kitchen ( is seeking a seasoned Vendor Business Opportunity Investor to accelerate our growth in the handcrafted food space.... ...Franchisee SCHEDULE: PT/FT; Flexible Responsibilities Provide capital to support expansion and innovation. Collaborate on long-term...CRMFor contractorsLocal areaWork from homeHome officeFlexible hours- Golub-Capital is seeking a motivated Senior Associate to join the Investor Communications Department in Chicago, Illinois. This role is pivotal in onboarding investors... ...accounts. You will work closely with teams to improve data management processes, ensuring the timely...
$80k - $116k
...patients, at the right time. As a Diagnostic Data Operations Analyst, you will serve as the technical data... ..., case, communication, and physician activity data—into formats that power... ...oncology, or life sciences Familiarity with CRM systems (Salesforce/SFDC) and clinical...CRMWork at office$80k - $120k
# Investor Due Diligence AssociateCore SpacesAssociateReal EstateFull-timeLocationChicago,... ...relations teams- Maintain logs of due diligence activities, tracking response times and recurring... ...and wealth management teams CRM system**Qualifications**- Bachelors degree...CRM$80k - $120k
...Manager:**Vice President**Department:**Investor Communications**Department Overview**The... ...Communications Group supports the Firm’s capital raising efforts across various products,... ...projects* Ensuring the accuracy and quality of CRM data and team deliverables**Candidate...CRMWork at office$98.8k
...over five years. Position The Business Data Analyst is a new position that will manage and lead... ...optimization of the Foundation’s CRM systems and implement new functionalities... ...an office setting. Intermittent physical activities will include bending, reaching, sitting,...CRMWork at officeLocal area- ...instruments and strategies in over 30 countries and are active in every major liquid market. We have a Venture Capital Analyst opening on our Principal Investing team in... ...about DRW, please visit us at Join our community of VCs/Investors here - #J-18808-Ljbffr DRW
- ...navigate our interview process. Member Activation Manager, Cancer & Infusions Lantern is... ...care — and as we scale, the systems, data, and technology that power our marketing... ...continuous improvements to activation tooling, CRM workflows, and reporting dashboards....CRMTemporary workWork at office
- ...Use data to understand Business patterns and trends. Analyze internal and external data through quantitative research Perform data cleanups... ...reports Manage and update customer information using the CRM system Assist with internal technical support and special projects...CRM
$130k - $160k
# Venture Capital AnalystDRW Venture CapitalAnalystVenture CapitalFinancial ServicesOn-siteLocationChicago, United StatesCompensation$... ...notifications when new job openings matching "Venture Capital / Analyst jobs in Chicago, United States" are published.## About This...$95k - $110k
...Position Objective World Investment Advisors is seeking a data analyst with strong financial literacy to support our RIA/BD business. This... ...stakeholders. Preferred Qualifications Experience working with CRM and financial planning tools (e.g., Salesforce, Redtail, eMoney...CRMRemote workFlexible hours$74.33k - $100.33k
Morningstar is seeking a Business Data Analyst in Chicago, IL, to analyze data, track KPIs, and optimize customer acquisition. In this... ...annually, inclusive of salary and incentives. Join a mission-driven company dedicated to empowering investors. #J-18808-Ljbffr Morningstar$164.6k - $288k
## Vice President, Investor RelationsApplylocations: Chicago, ILtime type: Full timeposted... ...and fundraising efforts across 50 South Capital, with a primary focus on the wealth... ...Support*** Contribute to investor relations activities across the platform, including: + Responding...Flexible hours$28.1 - $34.5 per hour
Customer Experience Representative, Active Trader Chicago, IL; Denver, CO; Westlake, TX Join... ...queries. Utilize customer insights and data analytics to identify trends, elevate findings... .... Familiarity with support platforms and CRM tools (e.g. Salesforce). Enthusiasm for...CRMWork at officeRemote workFlexible hoursShift workNight shiftDay shift3 days per week$143.4k - $216.9k
...About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer... ...Experience The Go To Market (GTM) Planning and Activation Team is looking for a Senior Manager of... ...about how we use your personal data and your rights, including with regard to...CRMWork experience placementWork at officeImmediate startFlexible hoursShift work3 days per week$80k
...their results. As a Venture Capital Analyst Intern, you will collaborate... ...management teams and co-investors Assist in the preparation... ...educational, social and team-building activities to foster friendship and... ...our use of job applicants' data, please view our Privacy...Full timeWork experience placementSummer workInternshipWork at officeDay shift$120k - $135k
...advantages of real assets through actively managed listed equity and debt... ...funds and high net worth investors. The Public Securities Group has... ...Leverage Salesforce CRM to assist with managing the Team... ...Help maintain and improve the data within the CRM Supporting new...CRMTemporary workLocal areaFlexible hours- Analyst, Data Management - Grants Management (MF) Posted on September 09, 2019 The Grants Management... ...and extract data to support research activities Support the design and implementation... ...literacy and analytics capacity Manage CRM data and develop processes to expand the...CRMFull time
$150k - $175k
...referrals, and territory planning. Manage the complete capital equipment sales process from lead generation through... ...installations and customer onboarding. Maintain an active sales pipeline using CRM software. Prepare sales forecasts and territory business...CRMContract work$50.16k - $75.24k
Sr Analyst, Investor Srvcs HFS page is loaded## Sr Analyst, Investor Srvcs HFSlocations: Tempe, AZ: Chicago, ILtime type: Full timeposted... ...team maintains investor information, processes investor capital activity, conducts AML due diligence, and generates investor...Work experience placementWork at officeFlexible hours- Investor Relations Analyst At Cboe Global Markets, we inspire our people to solve complex challenges together... ...of information Coordinate an active investor relations calendar of investor... ...PowerPoint Knowledge and understanding of the capital markets, as well as an understanding...Work at officeImmediate startFlexible hours
- Jobtailor is seeking a finance professional in Chicago to prepare financial statements and investor reports for Direct Lending funds. The role involves complex fee calculations, capital activity reviews, and monthly deliverables across multiple teams. Responsibilities include...
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