Analyst, Investor Coverage

Crow Holdings Capital seeks a highly organized and detail-oriented Analyst to join the Investor Coverage team in Dallas, TX. This role will support the capital raising process by focusing on identifying new potential investors, analyzing financial data, and supporting the structure and execution of successful fundraising initiatives. The ideal candidate demonstrates initiative, enthusiasm, has strong attention to detail, and has a passion for financial analysis and capital raising activities.

The Investor Coverage Analyst will have the opportunity to grow within a dynamic, fast-paced environment and gain exposure to strategic capital raising efforts at a nationally recognized real estate firm.

• Assist HNW Investor Coverage Team with all facets of the fundraising/sales process
• Conduct research on leads and prospects in order to enhance targeting efforts and create process efficiencies
• Collate market research/data and synthesize for team use
• Optimize the use of Salesforce (data entry, tracking leads, prospects, opportunities), leveraging reports and AI tools to help maximize the team’s time and effectiveness
• Draft meeting/call preparation notes ahead of investor interactions
• Assist in the coordination of bespoke investor fundraising events
• Maintain agendas for weekly team catch-up discussions
• Work with investor coverage professionals and broader internal stakeholders to address and complete meeting/call follow-up requests
• Help to develop content and manage process for regular cadence of lead/prospect/investor communications

• Bachelor’s Degree required
• Strong organizational skills and a proven ability to manage multiple tasks and deadlines
• Excellent analytical, financial, and quantitative skills, with highest level of attention to detail
• Superior written and verbal communication skills; ability to produce clear and concise reporting and internal and external correspondence
• Demonstrate continuous curiosity, engagement, enthusiasm, and commitment to excellence
• Proficiency in Microsoft Excel and Power Point, CRM software (Salesforce in particular)
• Please note this is a fully in-office role at our Old Parkland headquarters in Dallas, Texas