Job Description

🚀 Investment Banking Associate – Remote | Deal Operations & CRM Management

Full-Time | Remote | EST Business Hours
📍 Hiring in: South Africa & Latin America

💼 About the Role

We’re hiring a highly organized and execution-focused Investment Banking Associate to act as the operational backbone of the deal pipeline.

This is not a traditional investment banking role.

There is:

• no heavy financial modeling
• no aggressive client-facing sales pressure
• no deal origination expectations

Instead, this role focuses on:

• deal pipeline management
• CRM organization
• follow-ups and execution
• reporting and operational coordination
• keeping deals moving consistently

You’ll work closely with leadership to ensure every:

• opportunity
• follow-up
• communication
• task
• investor interaction

is tracked accurately and executed on time without anything falling through the cracks.

If you thrive in:
👉 operational execution
👉 CRM management
👉 deal coordination
👉 structured follow-through

this role is a strong fit.

🔥 What You’ll Own

Deal Pipeline & CRM Management (Primary Focus)

• Own and manage the deal pipeline inside HubSpot CRM
• Track:
• inbound interest
• investor responses
• ongoing follow-ups
• next steps
• Maintain accurate:
• deal stages
• notes
• tasks
• reminders
• pipeline updates
• Send proactive follow-ups on slow-moving opportunities
• Manage long sales cycles ( 6–12+ months) with consistency
• Flag urgent priorities and ensure leadership visibility

Deal Execution & Operational Support

• Maintain and update:
• Excel tracking sheets
• deal reports
• operational dashboards
• Organize deal data into:
• clean summaries
• visual reports
• structured updates
• Support preparation of:
• pitch materials
• investor updates
• internal reporting
• deal summaries
• Coordinate scheduling for:
• investor meetings
• leadership calls
• deal discussions

Administrative & Coordination Support

• Ensure no:
• communication
• task
• deliverable
  falls through the cracks
• Track:
• deadlines
• follow-up cadences
• deliverables
• operational workflows
• Support leadership with:
• organization
• reporting
• execution coordination
• Improve reporting consistency and operational structure

💻 Requirements

Must-Have Experience

• Experience working with:
• HubSpot CRM
• sales pipelines
• deal tracking systems
• operations coordination
• Background in:
• operations
• executive support
• CRM management
• finance support
• deal coordination
• Strong written English communication skills
• Ability to independently draft:
• professional follow-up emails
• pipeline updates
• operational communication

Technical Skills

• Strong hands-on experience with:
• HubSpot CRM
• deal stages
• tasks
• follow-up workflows
• pipeline management
• Intermediate Excel / Google Sheets skills:
• formatting
• reporting
• templates
• data organization
• dashboards
• Strong attention to detail and documentation accuracy

Work Style

• Extremely organized and process-driven
• Comfortable managing repetitive tracking and follow-up work
• Proactive mindset with strong operational ownership
• Able to work independently in a remote environment
• Available during EST business hours

⭐ Nice to Have

• Exposure to:
• investment banking
• private equity
• M&A
• finance operations
• Experience supporting:
• founders
• executives
• investor relations workflows
• Familiarity with:
• pitch decks
• CRM automations
• operational reporting
• data visualization

🧠 What Makes You a Strong Fit

• You thrive on organization and structured execution
• You naturally follow up without needing reminders
• You are highly detail-oriented and process-driven
• You stay calm managing multiple moving parts
• You communicate clearly and professionally
• You proactively identify operational gaps before escalation

📅 What a Typical Day Looks Like

• Update and organize HubSpot deal pipelines
• Send follow-ups and manage deal communications
• Maintain CRM notes and task tracking
• Prepare Excel reports and deal summaries
• Coordinate investor and leadership meetings
• Support leadership with execution and operational workflows
• Monitor pipeline movement and escalate urgent items

In short:
You ensure deals, follow-ups, reporting, and operational workflows stay organized, visible, and moving forward consistently.

📊 Key Metrics (KPIs)

• CRM accuracy and pipeline organization
• Timeliness and consistency of follow-ups
• Reporting accuracy and operational reliability
• No missed deal communications or task gaps
• Responsiveness during EST business hours
• Leadership confidence in operational execution

🌟 Why This Role Stands Out

• Strong exposure to investment banking and deal environments
• High ownership and visibility with leadership
• Opportunity to develop:
• deal operations
• CRM management
• finance operations support
• investor workflow coordination
• Fast-paced, execution-focused environment
• Clear growth opportunities into:
• Deal Operations Lead
• Strategic Operations
• Investor Relations Support
• Operations Management

🧪 Interview Process

• Initial Phone Screen
• Video Interview with Pavago Recruiter
• Client Interview
• Offer & Background Verification

👉 Apply Now

If you:

• thrive on organization and operational execution
• enjoy managing pipelines and follow-ups
• are highly proactive and detail-oriented
• want exposure to investment banking and deal operations

this role is a strong fit for professionals who enjoy structured execution, CRM management, and finance-related operational coordination.