Investment Banking Associate

Description

Summary: This role is for a highly organized and execution-focused Investment Banking Associate to manage the deal pipeline and CRM, focusing on operational coordination and consistent deal movement. Highlights: 1. High ownership and visibility with leadership in deal operations 2. Opportunity to develop in deal operations and CRM management 3. Fast-paced, execution-focused environment with clear growth opportunities **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.