Research and CRM Executive

£30000 - £37000 per annum, Benefits: BONUS AND BENEFITS
11 Jan 2021
08 Feb 2021
Daisy Ussher
Job Title
Industry Sector
Banking / Finance
Contract Type
Full Time
Research and CRM Executive
Boutique Finance Firm
London - Mayfair 


A fabulous, high-end finance firm is looking for a Research and CRM Executive to join their growing team in the heart of Mayfair. Working with the charming Operations Director and reporting to the CEO, this collaborative, newly created role will be to research private equity-backed business targets across all sectors, and manage CRM data enabling the growth of the business development arm across an international network of offices. 

Examples of the role specification:

• Work with the CEO to produce weekly intel reports using resources such as Mergermarket and other news sources to identify suitable opportunities to target and approach on a weekly basis.
• Work with designated teams to identify and research PE portfolio companies for targeting (Regionally US, UK (mid-market / large market), Germany, Netherlands etc.)
• Research competitor deals and CEO /Chairman information
• Find CEO email addresses for purposes of contacting identified targets
• Identify Merger Market deal ID’s and capture in the CRM.
• Ensure all Mergermarket deal ID’s are submitted for league table credit (including each deal team member)
• Overall, undertake research to enhance the business development function

Business Administration
• Send intro emails through the CRM system on behalf of the CEO
• Follow up and report on pipeline from target to developed opportunities (maintain an active list of short / medium and longer term target opportunities
• Build relationships and liaise with external Legal and PE biz dev peers - keep abreast of market information happenings
• Assist the CEO and the partners in maintaining relationships with introducers of work e.g. bankers, lawyers – this includes up to date contact info and helping with marketing correspondence to this group
• Proactively using deals the firm has transacted to approach other targets in the same sectors

CRM Administration
• General database maintenance (e.g. cleanse database – duplicate companies/contacts etc and update; identify and allocate correct CRM tagging for IB’s, Law Firms, PE, Company; update and track all CEO contacts and movement between companies, from historic deals to new opportunities; Run researched emails through the email verification tool.
• Co-ordinate and report on PE targeted email campaigns
• Set up mailing templates and contact lists in CRM (monitor bounces and research correct email addresses)
• Set-up, prepare copy and send any required company mailings
• Update CRM with all feedback from mailing campaigns ensuring all activity is logged

- Detail orientated
- Loves organising 
- Down to earth with a good sense of humour 
- Team player with a can do and willing attitude 

- Salary up to £37,000 (DOE) 
- 25 days holiday
- Generous discretionary bonus 
- 9am - 5.30pm (flexibility around this) 
- Gorgeous offices 
- Team drinks, fun company days away, Christmas parties 

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