Investment Banking Associate

🚀 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.