Investment Banking Associate at Pavago

, , Costa Rica -

Full Time

Start Date

Immediate

Expiry Date

12 Jul, 26

Salary

0.0

Posted On

13 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

HubSpot CRM, Excel, Data management, Pipeline management, CRM workflows, Administrative support, Organization, Detail-oriented, Written communication, Reporting, Data visualization, Task tracking, Follow-up management, Pitch deck support

Industry

Staffing and Recruiting

Description

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 Doing1. 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

Responsibilities

The role involves managing the deal pipeline within HubSpot, including tracking inbound interest and ensuring consistent follow-ups. Additionally, the associate will provide deal execution support by maintaining Excel templates and preparing client-facing materials.