A boutique, globally-focused private equity firm based in London's West End is looking for a CRM Analyst to take ownership of their DealCloud platform on a temporary basis, starting as soon as possible. This is a broad, high-impact role - far more than data entry. You'll be the go-to person for keeping the CRM accurate, useful, and fully leveraged across the firm, producing meaningful reporting and insights that support deal origination, investor relations, and portfolio tracking.

This role would suit either an experienced CRM/DealCloud specialist with a private equity background, or an Executive Assistant from within PE who has become the "DealCloud whizz" in their firm and is looking to move into a more analytical, systems-focused position.

What you'll do:

• Owning and administering the firm's DealCloud CRM system end-to-end
• Maintaining data quality, structure, and integrity across the platform
• Building and running reports, dashboards, and analytics for deal teams, senior leadership, and investor relations
• Supporting deal origination and pipeline tracking through accurate, well-structured CRM data
• Training and supporting colleagues on best-practice CRM use
• Identifying opportunities to improve workflows, automation, and reporting capability within DealCloud
• Acting as the internal point of contact for all things CRM

Who you are: 

• Essential: Experience working within a private equity or similar investment firm
• Highly desirable: Hands-on experience with DealCloud specifically
• Strong analytical skills with the ability to turn CRM data into clear, useful reporting - this is not a purely administrative role
• Meticulous attention to detail and a genuine interest in data/systems
• Comfortable liaising with senior stakeholders, including investment professionals
• Candidates from an EA/PA background within PE who have developed strong DealCloud/CRM expertise are actively encouraged to apply

The package:

• £55,000-£60,000 per annum equivalent, paid at an hourly rate
• Temporary/interim assignment - immediate start required
• Hybrid working: 3 days per week in the West End office, 2 days from home
• Opportunity to join a boutique, close-knit team at a well-regarded global PE firm

REF: JC194929