Job Title: Investment Banking Associate
Location:
Remote
Working Hours:
EST
About the Role
We're hiring an
Investment Banking Associate
to act as the operational backbone of our client's deal pipeline.
This is
not a traditional investment banking role
. There is
no heavy modeling, no client-facing pressure, and no deal origination expectations
.
Instead, this role is about
execution, organization, and follow-through
.
You'll be responsible for ensuring that
every deal, follow-up, and task is tracked, updated, and moving forward
—without anything slipping through the cracks.
What You'll Be Doing
1. BD Pipeline Management (50%)
Own and manage the
deal pipeline inside HubSpot
Track inbound interest, responses, and follow-ups across deals
Send
consistent follow-ups and reminders
on slow-moving opportunities (6–12 month cycles)
Maintain clean, structured CRM data (notes, stages, next steps)
Flag urgent items and ensure leadership stays on top of priorities
2. Deal Execution Support (50%)
Update and maintain
Excel templates
for deal tracking and reporting
Format data into
clean, presentable outputs (graphs, summaries, visuals)
Support preparation of
client-facing materials and pitch content
Coordinate scheduling for meetings and deal-related calls
Provide




general operational and administrative support
What Success Looks Like
HubSpot is
fully up to date, structured, and reliable
Follow-ups are
sent consistently without being asked
No deal or communication
falls through the cracks
Excel reports are
clean, accurate, and delivered on time
Leadership does
not need to chase you for updates
Must Haves
Hands-on experience with HubSpot CRM
(deal tracking, tasks, follow-ups)
Intermediate Excel skills
(formatting, templates, basic data handling)
Strong written English (you'll be drafting follow-ups independently)
Extremely
organized and detail-oriented
Comfortable with
high-volume follow-ups and repetitive tracking work
Proactive mindset — you
flag issues before being asked
Must be available to work
EST hours
Must be based in
South Africa or Latin America
Nice to Have (Not Required)
Exposure to
finance, M&A;, or investment banking environments
Experience supporting a
founder or senior executive
Familiarity with
pitch decks or data visualization tools
Experience with CRM workflows or automation
Interview Process:
Initial Phone Screen
Video Interview with Pavago Recruiter
Client Interview
Offer & Background Verification

📌 Investment Banking Associate (México)
🏢 Pavago
📍 México