Investment Banking Associate

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.