CRM Data Assistant

Company: Arabian Private Holdings

About the role
We are appointing a CRM Data Assistant to support a major mandate for a leading financial services provider. This role is essential for maintaining the clean, structured information that allows our principals to advise clients on complex corporate strategy. You will ensure that every piece of data in our system is accurate and ready for analysis.
About Arabian Private Holdings
Arabian Private Holdings was founded on the principle that many critical business problems do not fit the traditional large-firm consulting model. A board facing a succession question or a family group weighing a capital injection does not need a team of twelve associates and a hundred-page methodology deck. They need experienced partners who can sit with a problem, form a rigorous view, and defend it. Our work covers corporate strategy, governance, and operating model efficiency for some of the most significant family groups, listed corporations, and government entities in the region. We focus on clarity over complexity. We operate as a remote firm, choosing to prioritize the quality of our analysis and the strength of our relationships over traditional office overhead or aggressive growth targets.
What you will do
* Maintain the accuracy and integrity of our CRM database for the financial services mandate.
* Review and update client contact information to ensure all records reach the right individuals.
* Categorize portfolio companies and entities according to our internal governance framework.
* Assist in generating reports that help principals form a view on specific market segments.
* Identify and correct duplicate or outdated entries to keep the system organized.
* Support the research process by surfacing relevant data from historical mandates.
* Monitor incoming data streams to verify that all new entries follow our naming conventions.
* Collaborate with the team to improve how we track client interactions and project milestones.
What we are looking for
* A logical approach to organizing information and a high degree of accuracy.
* Clarity of thought and the ability to explain data issues in plain English.
* Basic familiarity with spreadsheet tools or database software from studies or past projects.
* Written precision and an eagle eye for spotting inconsistencies in records.
* The ability to work independently in a remote environment while maintaining output.
* A genuine curiosity about how holding companies and large corporate structures operate.
* A commitment to confidentiality and the careful handling of sensitive client data.
How we work
Our firm operates entirely remotely, which allows us to prioritize the strength of our relationships and the depth of our analysis over physical presence. You will work from your own space as a full member of our digital team. We believe in providing mentorship through involvement: you will see how we handle complex governance and strategy problems for holding companies from the inside. We communicate clearly and directly, avoiding the unnecessary jargon that often plagues the consulting world. This structure requires a high level of personal accountability and a focus on delivering clear results for every mandate we accept.
What the role offers
* Direct exposure to the operating models of major holding companies and regional groups.
* Professional growth in data management and corporate research techniques.
* A fully remote position that offers a high degree of autonomy in your daily tasks.
* Mentorship from experienced principals who value clarity and rigorous thinking.
* Competitive pay that is attractive for the role and reflects the significance of the work.
* A working environment that values honest, independent advice over aggressive growth targets.

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