# Investment Banking Associate > Pavago · Brazil (Remote) · — · Posted 2026-08-14 **Workplace:** remote **Department:** Candidate Sourcing ## Description ### **Investment Banking Associate – Deal Operations & CRM Management** **Position Type:** Full-Time, Remote **Working Hours:** EST Business Hours **Location:** South Africa & Latin America ### **About the Role** At Pavago, one of our clients is hiring a highly organized and execution-focused **Investment Banking Associate** to support deal operations, CRM management, investor follow-ups, reporting, and pipeline coordination. This is **not a traditional investment banking role**. There is **no heavy financial modeling, aggressive client-facing sales pressure, or deal origination requirement**. Instead, you’ll serve as the operational backbone of the deal pipeline, working closely with leadership to ensure every opportunity, investor interaction, follow-up, task, and next step is accurately tracked and executed on time. The role is ideal for someone with strong experience in **HubSpot CRM, deal pipeline management, operations, executive support, or finance-related coordination** who thrives on organization and consistent follow-through. ### **What You’ll Own** ### **Deal Pipeline & HubSpot CRM Management** Own the day-to-day organization and maintenance of the deal pipeline inside **HubSpot CRM**. You will: - Track inbound deal and investor interest. - Maintain accurate deal stages, notes, tasks, and next steps. - Record investor responses and communication history. - Create and manage follow-up tasks and reminders. - Proactively follow up on slow-moving opportunities. - Monitor pipeline movement and identify stalled deals. - Maintain clean, accurate, and up-to-date CRM records. - Flag urgent opportunities and priorities for leadership. - Manage follow-up activity across long deal cycles of **6–12+ months**. - Ensure no opportunity disappears because of a missed follow-up or incomplete CRM record. ### **Deal Operations & Execution Support** - Support leadership with day-to-day deal execution and coordination. - Track open tasks, deliverables, deadlines, and follow-up requirements. - Maintain Excel and Google Sheets deal trackers. - Organize deal information into clear, structured summaries. - Prepare pipeline and operational updates for leadership. - Help maintain visibility across active and prospective opportunities. - Support preparation and organization of: - Pitch materials - Investor updates - Deal summaries - Internal reports - Pipeline reports - Ensure deal-related information remains organized and easily accessible. ### **Investor Follow-Up & Communication** - Draft professional investor and deal follow-up emails. - Manage consistent communication cadences across active opportunities. - Track investor responses and required next steps. - Follow up professionally when conversations become inactive. - Coordinate communication between leadership and external stakeholders. - Ensure important conversations receive timely responses. - Maintain accurate communication histories within HubSpot. ### **Reporting & Data Organization** Build and maintain: - Deal pipeline reports - Excel tracking sheets - Operational dashboards - Follow-up reports - Leadership updates - Investor activity summaries You’ll turn raw CRM and pipeline information into clear, organized updates that help leadership quickly understand: - Where each deal stands - What has changed - What requires follow-up - Which opportunities are stalled - What needs immediate attention ### **Scheduling & Meeting Coordination** - Coordinate investor meetings, leadership calls, and deal discussions. - Manage scheduling across multiple stakeholders. - Ensure meeting invitations and details are accurate. - Prepare relevant context and information before meetings. - Track post-meeting action items. - Ensure agreed-upon next steps are entered into the CRM and completed. ### **Administrative & Operational Coordination** - Track deadlines, deliverables, and recurring follow-up cadences. - Maintain organized operational workflows. - Support leadership with reporting and execution coordination. - Improve documentation and reporting consistency. - Identify missing information, overdue tasks, or workflow gaps before they become problems. - Create structure around complex, long-running deal processes. ### **Required Experience & Skills** ### **Core Requirements** - Professional experience in one or more of the following: - Deal operations - CRM management - Sales operations - Executive support - Finance operations - Investment banking support - Investor relations support - Strong hands-on experience with **HubSpot CRM**. - Experience managing: - Deal stages - Pipelines - Tasks - Follow-up workflows - CRM notes and records - Experience coordinating multiple opportunities or projects simultaneously. - Strong written English communication skills. - Ability to independently draft professional follow-up emails and operational updates. - Strong attention to detail and documentation accuracy. - Ability to work independently in a remote environment. - Availability during **EST business hours**. ### **Excel & Google Sheets** Intermediate proficiency with Excel or Google Sheets, including: - Data organization - Formatting - Tracking templates - Reporting - Basic dashboards - Pipeline summaries You should be comfortable taking unstructured information and turning it into clean, leadership-ready reporting. ### **Nice-to-Have Experience** - Exposure to: - Investment banking - Private equity - M&A - Capital markets - Finance operations - Investor relations - Experience supporting founders, executives, bankers, or investment professionals. - Familiarity with pitch decks and investor materials. - Experience with HubSpot automations. - Experience creating operational dashboards or data visualizations. - Familiarity with long-cycle B2B, investment, or transaction pipelines. **Direct investment banking experience is valuable but not required if you have strong CRM, operational, and pipeline management experience.** ### **What Makes You a Strong Fit** You: - Thrive on organization and structured execution. - Naturally follow up without needing reminders. - Enjoy keeping complex pipelines clean and organized. - Are comfortable with repetitive tracking when accuracy matters. - Notice missing information and incomplete tasks quickly. - Can manage multiple moving opportunities without losing details. - Communicate clearly and professionally. - Take ownership instead of waiting to be told what to do next. - Stay consistent even when deals take months to progress. - Understand that excellent execution often comes down to making sure nothing falls through the cracks. ### **What a Typical Day Looks Like** Your day may include: - Reviewing the HubSpot deal pipeline for outstanding actions. - Updating deal stages, notes, tasks, and investor activity. - Sending follow-up emails on active and stalled opportunities. - Reviewing upcoming deadlines and leadership priorities. - Preparing Excel reports and deal pipeline summaries. - Coordinating investor and leadership meetings. - Organizing information for pitch materials or investor updates. - Tracking post-meeting action items. - Monitoring long-running opportunities for required follow-up. - Flagging urgent or high-priority deals to leadership. - Improving CRM organization and operational workflows. In short: **you ensure deals, investor communications, follow-ups, reporting, and operational workflows remain organized, visible, and consistently moving forward.** ### **Key Metrics for Success** - CRM accuracy and pipeline cleanliness. - Timeliness and consistency of investor follow-ups. - No missed deal communications or action items. - Accurate and timely pipeline reporting. - Clear visibility into deal stages and next steps. - Responsiveness during EST business hours. - Strong organization across long-cycle opportunities. - Leadership confidence in operational execution. ### **Why This Role Stands Out** - Exposure to investment banking and live deal environments without the heavy financial modeling requirements of a traditional associate role. - High ownership over deal pipeline operations. - Direct collaboration with leadership. - Opportunity to develop expertise in: - Deal operations - HubSpot CRM management - Investor coordination - Finance operations - Pipeline reporting - Fully remote opportunity. - Clear potential to grow into roles such as: - Deal Operations Lead - Strategic Operations - Investor Relations - Finance Operations - Operations Manager ### **Spark Hire Intro Video** As part of the application process, you’ll be asked to complete a short **Spark Hire intro video**. We’d like to hear about: - Your experience managing CRM systems and deal or sales pipelines. - Your hands-on experience with HubSpot. - How you organize follow-ups, tasks, notes, and next steps across multiple opportunities. - An example of a complex or long-running pipeline you helped manage. - How you ensure important follow-ups do not fall through the cracks. - Your experience drafting professional emails or communicating with executives, investors, clients, or other stakeholders. - Your Excel or Google Sheets reporting experience. - Any exposure you have to investment banking, private equity, M&A, investor relations, or finance operations. - An example of a process or workflow you improved through better organization or automation. - How you prioritize when multiple deals or stakeholders require attention simultaneously. Keep your responses **clear, concise, and conversational**. We’re particularly interested in your communication skills, organization, attention to detail, and ability to take ownership of operational execution. **Completion of the Spark Hire intro video is required for your application to be considered.** ### **Interview Process** - Initial Phone Screen - Spark Hire Intro Video - Video Interview with Pavago Recruiter - Client Interview - Offer & Background Verification ### **Apply Now** If you have strong **HubSpot CRM, pipeline management, follow-up, and operational coordination experience** and want exposure to investment banking and deal operations without the heavy modeling or origination requirements of a traditional banking role, we’d love to hear from you. Apply today and complete the required **Spark Hire intro video** to move forward in the hiring process. #InvestmentBanking #DealOperations #HubSpot #CRM #InvestmentBankingJobs #FinanceOperations #InvestorRelations #PrivateEquity #MergersAndAcquisitions #RemoteJobs #LATAMJobs #SouthAfricaJobs ## Apply [Apply at Pavago](https://apply.workable.com/pavago/j/0852DCDAF9/apply) --- Powered by [Workable](https://www.workable.com)