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.

📌 Investment Banking Associate (Ciudad de México)
🏢 Pavago
📍 Ciudad de México