Investment Banking Associate (Deal Operations & CRM Management) – Remote
Location: South Africa or Latin America
Position Type: Full-Time, Remote
Working Hours: EST Business Hours
About the Role
We’re hiring an 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 is focused on:
- Deal pipeline management
- CRM organization
- Follow-ups and execution
- Reporting and operational coordination
- Keeping deals moving forward consistently
You’ll work closely with leadership to ensure every opportunity, follow-up, and task is tracked accurately and executed on time — without anything falling through the cracks.
If you’re highly organized, process-driven, and excellent at operational follow-through, this role is built for you.
What You’ll DoDeal Pipeline & CRM Management (Primary Focus)
- Own and manage the deal pipeline inside HubSpot CRM
- Track inbound interest, responses, and ongoing follow-ups
- Maintain accurate:
- Deal stages
- Notes
- Tasks
- Next steps
- Send proactive follow-ups and reminders on slow-moving opportunities
- Manage long sales cycles (6–12+ months) with consistency and organization
- Flag urgent items and ensure leadership stays aligned on priorities
Deal Execution & Operational Support
- Maintain and update Excel tracking templates and reports
- Organize and format deal data into clean, professional outputs
- Create:
- Summaries
- Graphs
- Visual reports
- Structured updates
- Support preparation of:
- Client-facing materials
- Pitch content
- Internal reporting
- Coordinate scheduling for meetings, investor calls, and deal discussions
Administrative & Coordination Support
- Ensure no communication or task falls through the cracks
- Track deadlines, deliverables, and follow-up cadences
- Provide operational support across deal workflows and internal processes
- Improve organizational structure and reporting consistency
What Success Looks Like
- HubSpot CRM is always clean, organized, and up to date
- Follow-ups happen consistently without reminders from leadership
- No missed communications, tasks, or deal updates
- Excel reports and tracking sheets are accurate and delivered on time
- Leadership has full visibility into pipeline status and priorities
RequirementsExperience
- Experience working with:
- HubSpot CRM
- Deal tracking systems
- Sales pipelines
- Operations coordination
- Background in:
- Operations
- Executive support
- CRM management
- Deal coordination
- Finance support
is highly preferred
Technical Skills
- Strong hands-on HubSpot CRM experience:
- Deal stages
- Tasks
- Follow-ups
- Pipeline management
- Intermediate Excel skills:
- Formatting
- Reporting
- Templates
- Data organization
- Strong written English communication skills
- Ability to draft professional follow-up emails independently
Work Style
- Extremely organized and detail-oriented
- Comfortable managing repetitive tracking and follow-up work
- Proactive mindset — identifies issues before escalation
- Able to work independently in a remote environment
- Available during EST business hours
Location Requirement
- Must be based in:
- South Africa
- Latin America
Nice to Have
- Exposure to:
- Investment banking
- Private equity
- M&A
- Finance operations
- Experience supporting founders or executives
- Familiarity with:
- Pitch decks
- Data visualization
- CRM automations
- Experience with operational reporting workflows
What a Typical Day Looks Like
- Update and organize HubSpot deal pipelines
- Send follow-ups and manage deal communications
- Maintain accurate CRM notes and task tracking
- Prepare Excel reports and deal summaries
- Coordinate scheduling for meetings and investor calls
- Support leadership with operational and execution-related tasks
- Monitor pipeline progress and escalate urgent priorities
In short: you’ll ensure deals, follow-ups, and operational workflows stay organized, visible, and moving forward consistently.
Key Metrics (KPIs)
- CRM accuracy and pipeline organization
- Consistency and timeliness of follow-ups
- Accuracy and quality of reports and Excel tracking
- No missed deal communications or operational gaps
- Responsiveness and reliability during EST hours
- Leadership confidence in operational execution
Why This Role Stands Out
- Strong exposure to investment banking and deal environments without heavy modeling pressure
- High ownership and visibility with leadership
- Opportunity to develop:
- Deal operations
- CRM management
- Pipeline coordination
- Finance operations support
- Fast-paced, execution-focused environment
- Growth opportunities into:
- Operations Manager
- Deal Operations Lead
- Investor Relations Support
- Strategic Operations roles
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 tracking moving parts and maintaining structure
- Are proactive with follow-ups and communication
- Want exposure to investment banking and deal operations
This is a strong opportunity to grow in a high-ownership finance operations environment.
