# Investment Banking Associate

> Pavago · Brazil (Remote) · — · Posted 2026-05-11

**Workplace:** remote

**Department:** Candidate Sourcing

## 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.

## Apply

[Apply at Pavago](https://apply.workable.com/pavago/j/07639D048C/apply)

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