# Investment Banking Associate

> Pavago · Brazil (Remote) · — · Posted 2026-05-19

**Workplace:** remote

**Department:** Candidate Sourcing

## 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.

## Apply

[Apply at Pavago](https://apply.workable.com/pavago/j/2B16564D46/apply)

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