Company Overview

Our client is redefining what institutional-quality real estate investing looks like for individual investors, combining the rigor of a data-forward investment firm with a culture built on transparency, alignment, and long-term partnership. Founded over 15 years ago, the firm manages approximately $2.5 billion in assets across multiple active strategies, serving high-net-worth individuals, family offices, and registered investment advisors from its Chicago headquarters. The organization prides itself on a collaborative and inclusive environment where every team member is valued and challenged, with leadership that invests directly alongside its clients to ensure genuine alignment of interests. As the firm accelerates its investment in proprietary technology and builds out a dedicated AI enablement team, they are seeking an Operations Analyst to help power the next chapter of data-driven growth.

Position Overview

This is a rare greenfield opportunity to be the founding member of a newly formed AI enablement team at a lean, high-performing firm where your work will be immediately visible and directly impactful. The Operations Analyst will own the systems and data infrastructure that connect investor relations, marketing, and finance, sitting at the intersection of CRM administration, data lifecycle management, and AI platform integration from day one. For the right candidate, this role is a career-defining chance to build from scratch, including a data dictionary, documented data flows, and new platform integrations, rather than inheriting someone else’s framework. With direct access to senior leadership and a mandate to grow alongside the function, this position offers both near-term ownership and a long-term runway to evolve into a broader data or AI enablement leadership role as the team expands.

Position Responsibilities

• Own day-to-day administration and optimization of CRM and marketing automation platforms including Salesforce and Marketo, managing configuration, workflows, user management, and governance

• Manage the end-to-end data lifecycle across cloud data warehouse environments, including ingestion, transformation, deduplication, enrichment, and archival

• Build and maintain a data dictionary and comprehensive documentation of data flows across all connected systems, establishing and enforcing data quality standards through regular audits

• Write and maintain SQL queries for reporting, data validation, and ad hoc analysis; build dashboards supporting investor relations, marketing, and leadership

• Administer and support real estate and investor relations platforms; manage integrations with third-party data connectors

• Support campaign attribution, UTM tracking, and marketing performance reporting across the investor funnel

• Bring additional integrations into the data warehouse and AI platform using ETL tools and API connections; contribute to AI agent and skill build-out as the enablement function matures

• Serve as a technical resource and thought partner for non-technical stakeholders across investor relations, marketing, accounting, and finance

• Monitor system performance, usage, and adoption; proactively surface optimization opportunities to leadership

• Support onboarding and training of internal users across teams and maintain SOPs and system documentation

Position Qualifications

Required

• A demonstrated track record of owning complex systems and data environments independently, with concrete examples of improving data quality, workflow efficiency, or platform adoption in a lean team setting

• 4 to 5 years of progressive experience in an operations, systems administration, or analytics role with hands-on ownership of CRM and SaaS platforms

• Expert SQL proficiency with demonstrated ability to write queries independently for reporting, validation, and ad hoc analysis

• Hands-on CRM administration experience, with Salesforce strongly preferred; comfort navigating messy, manual data environments and supporting a sales or investor relations team

• Solid understanding of data lifecycle management including governance, deduplication, field mapping, and integration hygiene

• Strong communicator with the ability to translate technical concepts clearly for non-technical stakeholders across finance, investor relations, and marketing

• Comfortable wearing multiple hats and managing competing priorities independently in a lean, fast-moving organization

Preferred

• Financial services, private equity, or real estate background

• Experience with Marketo, Fivetran, or comparable ETL tools; exposure to AWS Redshift, Snowflake, or Microsoft Fabric

• API integration experience and comfort working across cloud-based infrastructure

Apply Now

If you are ready to make an impact and take your career to the next level, we would love to hear from you. Apply now and a member of Talentfoot’s recruitment team will be in touch should your track record of success, experience, skills, and qualifications match our client’s requirements.

About Talentfoot

Talentfoot Executive Search specializes in future-proofing organizations by securing forward-thinking leaders across sales, marketing, eCommerce, product, data, operations, finance, and technology with a track record of accelerating growth, innovation, and profitability. Since 2010, we have partnered with more than 2,500 companies and lead the industry with a 98% client success rate. Learn more at Talentfoot.com