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.

• 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 environment