Investment Banking Associate
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.
- Imp