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 environments without the heavy financial modeling requirements of a traditional associate role.
- High ownership over deal pipeline operations.
- Direct collaboration with leadership.
- Opportunity to develop expertise in:
- Deal operations
- HubSpot CRM management
- Investor coordination
- Finance operations
- Pipeline reporting
- Fully remote opportunity.
- Clear potential to grow into roles such as:
- Deal Operations Lead
- Strategic Operations
- Investor Relations
- Finance Operations
- Operations Manager
Spark Hire Intro Video
As part of the application process, you’ll be asked to complete a short Spark Hire intro video.
We’d like to hear about:
- Your experience managing CRM systems and deal or sales pipelines.
- Your hands-on experience with HubSpot.
- How you organize follow-ups, tasks, notes, and next steps across multiple opportunities.
- An example of a complex or long-running pipeline you helped manage.
- How you ensure important follow-ups do not fall through the cracks.
- Your experience drafting professional emails or communicating with executives, investors, clients, or other stakeholders.
- Your Excel or Google Sheets reporting experience.
- Any exposure you have to investment banking, private equity, M&A, investor relations, or finance operations.
- An example of a process or workflow you improved through better organization or automation.
- How you prioritize when multiple deals or stakeholders require attention simultaneously.
Keep your responses clear, concise, and conversational. We’re particularly interested in your communication skills, organization, attention to detail, and ability to take ownership of operational execution.
Completion of the Spark Hire intro video is required for your application to be considered.
Interview Process
- Initial Phone Screen
- Spark Hire Intro Video
- Video Interview with Pavago Recruiter
- Client Interview
- Offer & Background Verification
Apply Now
If you have strong HubSpot CRM, pipeline management, follow-up, and operational coordination experience and want exposure to investment banking and deal operations without the heavy modeling or origination requirements of a traditional banking role, we’d love to hear from you.
Apply today and complete the required Spark Hire intro video to move forward in the hiring process.
#InvestmentBanking #DealOperations #HubSpot #CRM #InvestmentBankingJobs #FinanceOperations #InvestorRelations #PrivateEquity #MergersAndAcquisitions #RemoteJobs #LATAMJobs #SouthAfricaJobs