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 idóneo 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 OwnDeal 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,

📌 Investment Banking Associate (México)
🏢 Pavago
📍 México