Job Description
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 Do
Deal 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
Requirements
Experience
• 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.
