Job Description
Job Title: Investment Banking Associate
Location: Remote
Working Hours: EST
About the Role
We’re hiring an Investment Banking Associate to act as the operational backbone of our client’s deal pipeline.
This is not a traditional investment banking role. There is no heavy modeling, no client-facing pressure, and no deal origination expectations.
Instead, this role is about execution, organization, and follow-through.
You’ll be responsible for ensuring that every deal, follow-up, and task is tracked, updated, and moving forward—without anything slipping through the cracks.
What You’ll Be Doing
1. BD Pipeline Management (50%)
- Own and manage the deal pipeline inside HubSpot
- Track inbound interest, responses, and follow-ups across deals
- Send consistent follow-ups and reminders on slow-moving opportunities (6–12 month cycles)
- Maintain clean, structured CRM data (notes, stages, next steps)
- Flag urgent items and ensure leadership stays on top of priorities
2. Deal Execution Support (50%)
- Update and maintain Excel templates for deal tracking and reporting
- Format data into clean, presentable outputs (graphs, summaries, visuals)
- Support preparation of client-facing materials and pitch content
- Coordinate scheduling for meetings and deal-related calls
- Provide general operational and administrative support
What Success Looks Like
- HubSpot is fully up to date, structured, and reliable
- Follow-ups are sent consistently without being asked
- No deal or communication falls through the cracks
- Excel reports are clean, accurate, and delivered on time
- Leadership does not need to chase you for updates
Must Haves
- Hands-on experience with HubSpot CRM (deal tracking, tasks, follow-ups)
- Intermediate Excel skills (formatting, templates, basic data handling)
- Strong written English (you’ll be drafting follow-ups independently)
- Extremely organized and detail-oriented
- Comfortable with high-volume follow-ups and repetitive tracking work
- Proactive mindset — you flag issues before being asked
- Must be available to work EST hours
- Must be based in South Africa or Latin America
Nice to Have (Not Required)
- Exposure to finance, M&A, or investment banking environments
- Experience supporting a founder or senior executive
- Familiarity with pitch decks or data visualization tools
- Experience with CRM workflows or automation
Interview Process:
- Initial Phone Screen
- Video Interview with Pavago Recruiter
- Client Interview
- Offer & Background Verification
