Marketing Analyst

Bell and Associates is partnering with a Real Estate Investment firm based in the Raleigh area looking to fill a newly created Sales Support Analyst position. This role will be a key player on the team in identifying business opportunities and analyzing new and existing data.

• Lead Sourcing & Intelligence:
  Identify and qualify potential investors (HNW, FO, and PE groups) using data-driven research.
• CRM & Pipeline Management:
  Maintain and optimize our Juniper Square CRM, ensuring accuracy and efficiency in investor tracking.
• Investor Outreach Support:
  Set up meetings, manage follow-ups, and ensure prompt responses to investor inquiries.
• Market & Competitor Analysis:
  Monitor industry trends, track competitor activities, and provide insights that enhance investor positioning.
• Sales Enablement & Process Optimization:
  Identify inefficiencies in the capital raising process and implement tech-driven solutions.
• Performance Reporting:
  Generate investor engagement reports, analyze success metrics, and support leadership with actionable insights.
• Collaboration & Execution:
  Work cross-functionally with marketing, acquisitions, and leadership to ensure seamless execution of fundraising initiatives.
• Marketing and production of deliverables for going to market

• Bachelor's degree in Finance, Business Administrative, or related required
• 2+ years of experience in sales operations, financial analysis, investor relations, or related fields.
• Strong proficiency in CRM systems (Juniper Square preferred), data analysis tools, and automation platforms.
• Familiarity with private equity, real estate investment strategies, and capital markets preferred.

• Highly Analytical – You can synthesize data, identify patterns, and provide meaningful insights.
• Tech-Savvy – Comfortable working with AI-driven tools, automation software, and CRM systems.
• Process-Oriented – You thrive on creating structure and efficiency in a fast-paced environment.
• Self-Starter – You take ownership of projects, anticipate challenges, and drive execution without constant oversight.
• Strong Communicator – Able to translate complex data into actionable insights and investor-friendly reports.