CRM Data Assistant

Bavarian Capital is hiring a CRM Data Assistant to support our internal team and our broader engagement with a global non-governmental organization. This role is vital for maintaining the integrity of our contact systems and ensuring that our data remains a reliable source of truth for our investment and relationship management activities. By joining us, you help provide the clear insights necessary for long term success and professional clarity.

About the role
In this entry level position, you will work closely with our analysts to manage and organize information within our relationship management systems. The role focuses on the precise maintenance of data sets related to our work with a partner that is a global non-governmental entity. It requires a high level of concentration and a methodical approach to routine tasks. This is a fully remote role, providing you with the autonomy to manage your duties in a focused environment that values reliability over speed.

What you will do

• Review and update contact records to ensure all information is accurate and matches current public data.
• Identify and merge duplicate entries within the CRM to maintain a clean and reliable database.
• Verify the organizational structure of partner entities and update relationship maps accordingly.
• Assist in the categorization of contacts based on specific criteria provided by the investment team.
• Conduct basic research to find missing email addresses, professional titles, or mailing details.
• Support the generation of weekly reports that summarize data health and entry progress.
• Collaborate with other team members through clear written communication to resolve data discrepancies.
• Monitor incoming data streams for errors and correct them before they affect the wider system.
• Help standardize data entry procedures by documenting common fixes and recurring issues.

What we are looking for

• A high degree of attention to detail and a preference for well organized systems.
• Basic familiarity with spreadsheets and the ability to use common formulas for sorting and filtering data.
• Comfort with repetitive tasks that require a steady and consistent level of accuracy.
• Effective written communication skills for relaying information clearly within a remote team.
• Willingness to learn how to use professional CRM software and other internal data tools.
• A professional mindset that values confidentiality and the careful handling of sensitive information.
• The ability to work independently and manage daily tasks without constant supervision.
• Strong organizational skills and the capacity to keep track of multiple data points simultaneously.
• A commitment to accuracy and a desire to contribute to the long term stability of the firm collections.

What we offer

• A fully remote working environment that supports professional autonomy and focus.
• Competitive pay that is attractive for an entry level position and the current market.
• Comprehensive training on our internal systems and data management best practices.
• Necessary hardware and budget for a productive remote home setup.
• A stable work schedule that prioritizes a healthy balance and reliable hours.
• A workplace culture built on mutual respect and direct, honest communication.
• Opportunity to gain experience in a professional investment firm environment.
• Exposure to the data needs of a global non-governmental organization.

Working at Bavarian Capital
Bavarian Capital offers a professional environment rooted in stability and a commitment to long term value. We operate as a remote-first firm, trusting our team members to deliver high quality results from wherever they are most effective. Our culture is defined by a calm and purposeful pace, avoiding the unnecessary stress of short term trends in favor of careful analysis and durable growth. We value individuals who take ownership of their work and appreciate the quiet satisfaction of a job well done. By joining our team, you become part of a firm that emphasizes clarity, precision, and a straightforward approach to modern investment management. We provide a professional home where your contributions are recognized through the consistent quality of the data we use every day.