Investment Banking Associate – Remote | Deal Operations & CRM Management Full-Time | Remote | EST Business HoursHiring in: South Africa & Latin AmericaAbout 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 modelingno aggressive client-facing sales pressureno deal origination expectationsInstead, this role focuses on:deal pipeline managementCRM organizationfollow-ups and executionreporting and operational coordinationkeeping deals moving consistentlyYou’ll work closely with leadership to ensure every:opportunityfollow-upcommunicationtaskinvestor interactionis tracked accurately and executed on time without anything falling through the cracks.If you thrive in:operational executionCRM managementdeal coordinationstructured follow-throughthis role is a strong fit.What You’ll Own Deal Pipeline & CRM Management (Primary Focus) Own and manage the deal pipeline inside HubSpot CRMTrack:inbound interestinvestor responsesongoing follow-upsnext stepsMaintain accurate:deal stagesnotestasksreminderspipeline updatesSend proactive follow-ups on slow-moving opportunitiesManage long sales cycles ( 6–12+ months ) with consistencyFlag urgent priorities and ensure leadership visibilityDeal Execution & Operational Support Maintain and update:Excel tracking sheetsdeal reportsoperational dashboardsOrganize deal data into:clean summariesvisual reportsstructured updatesSupport preparation of:pitch materialsinvestor updatesinternal reportingdeal summariesCoordinate scheduling for:investor meetingsleadership callsdeal discussionsAdministrative & Coordination Support Ensure no:communicationtaskdeliverablefalls through the cracksTrack:deadlinesfollow-up cadencesdeliverablesoperational workflowsSupport leadership with:organizationreportingexecution coordinationImprove reporting consistency and operational structureRequirements Must-Have Experience Experience working with:HubSpot CRMsales pipelinesdeal tracking systemsoperations coordinationBackground in:operationsexecutive supportCRM managementfinance supportdeal coordinationStrong written English communication skillsAbility to independently draft:professional follow-up emailspipeline updatesoperational communicationTechnical Skills Strong hands-on experience with:HubSpot CRMdeal stagestasksfollow-up workflowspipeline managementIntermediate Excel / Google Sheets skills:formattingreportingtemplatesdata organizationdashboardsStrong attention to detail and documentation accuracyWork Style Extremely organized and process-drivenComfortable managing repetitive tracking and follow-up workProactive mindset with strong operational ownershipAble to work independently in a remote environmentAvailable during EST business hours⭐ Nice to Have Exposure to:investment bankingprivate equityM&Afinance; operationsExperience supporting:foundersexecutivesinvestor relations workflowsFamiliarity with:pitch decksCRM automationsoperational reportingdata visualizationWhat Makes You a Strong Fit You thrive on organization and structured executionYou naturally follow up without needing remindersYou are highly detail-oriented and process-drivenYou stay calm managing multiple moving partsYou communicate clearly and professionallyYou proactively identify operational gaps before escalationWhat a Typical Day Looks Like Update and organize HubSpot deal pipelinesSend follow-ups and manage deal communicationsMaintain CRM notes and task trackingPrepare Excel reports and deal summariesCoordinate investor and leadership meetingsSupport leadership with execution and operational workflowsMonitor pipeline movement and escalate urgent itemsIn short:You ensure deals, follow-ups, reporting, and operational workflows stay organized, visible, and moving forward consistently.Key Metrics (KPIs) CRM accuracy and pipeline organizationTimeliness and consistency of follow-upsReporting accuracy and operational reliabilityNo missed deal communications or task gapsResponsiveness during EST business hoursLeadership confidence in operational executionWhy This Role Stands Out Strong exposure to investment banking and deal environmentsHigh ownership and visibility with leadershipOpportunity to develop:deal operationsCRM managementfinance operations supportinvestor workflow coordinationFast-paced, execution-focused environmentClear growth opportunities into:Deal Operations LeadStrategic OperationsInvestor Relations SupportOperations ManagementInterview Process Initial Phone ScreenVideo Interview with Pavago RecruiterClient InterviewOffer & Background VerificationApply Now If you:thrive on organization and operational executionenjoy managing pipelines and follow-upsare highly proactive and detail-orientedwant exposure to investment banking and deal operationsthis role is a strong fit for professionals who enjoy structured execution, CRM management, and finance-related operational coordination.

📌 Investment Banking Associate (México)
🏢 Pavago
📍 México