Investment Banking Associate at Pavago

, , Costa Rica -

Full Time

Start Date

Immediate

Expiry Date

09 Aug, 26

Salary

0.0

Posted On

11 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

HubSpot CRM, Deal Pipeline Management, Excel Reporting, Operational Coordination, Data Organization, Professional Communication, Deal Execution, CRM Management, Administrative Support, Project Tracking, Scheduling, Finance Operations

Industry

Staffing and Recruiting

Description

Investment Banking Associate (Deal Operations & CRM Management) – Remote Location: South Africa or Latin America Position Type: Full-Time, Remote Working Hours: EST Business Hours About the Role We’re hiring an 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 is focused on: • Deal pipeline management • CRM organization • Follow-ups and execution • Reporting and operational coordination • Keeping deals moving forward consistently You’ll work closely with leadership to ensure every opportunity, follow-up, and task is tracked accurately and executed on time — without anything falling through the cracks. If you’re highly organized, process-driven, and excellent at operational follow-through, this role is built for you. What You’ll DoDeal Pipeline & CRM Management (Primary Focus) • Own and manage the deal pipeline inside HubSpot CRM • Track inbound interest, responses, and ongoing follow-ups • Maintain accurate: • Deal stages • Notes • Tasks • Next steps • Send proactive follow-ups and reminders on slow-moving opportunities • Manage long sales cycles (6–12+ months) with consistency and organization • Flag urgent items and ensure leadership stays aligned on priorities Deal Execution & Operational Support • Maintain and update Excel tracking templates and reports • Organize and format deal data into clean, professional outputs • Create: • Summaries • Graphs • Visual reports • Structured updates • Support preparation of: • Client-facing materials • Pitch content • Internal reporting • Coordinate scheduling for meetings, investor calls, and deal discussions Administrative & Coordination Support • Ensure no communication or task falls through the cracks • Track deadlines, deliverables, and follow-up cadences • Provide operational support across deal workflows and internal processes • Improve organizational structure and reporting consistency What Success Looks Like • HubSpot CRM is always clean, organized, and up to date • Follow-ups happen consistently without reminders from leadership • No missed communications, tasks, or deal updates • Excel reports and tracking sheets are accurate and delivered on time • Leadership has full visibility into pipeline status and priorities RequirementsExperience • Experience working with: • HubSpot CRM • Deal tracking systems • Sales pipelines • Operations coordination • Background in: • Operations • Executive support • CRM management • Deal coordination • Finance support is highly preferred Technical Skills • Strong hands-on HubSpot CRM experience: • Deal stages • Tasks • Follow-ups • Pipeline management • Intermediate Excel skills: • Formatting • Reporting • Templates • Data organization • Strong written English communication skills • Ability to draft professional follow-up emails independently Work Style • Extremely organized and detail-oriented • Comfortable managing repetitive tracking and follow-up work • Proactive mindset — identifies issues before escalation • Able to work independently in a remote environment • Available during EST business hours Location Requirement • Must be based in: • South Africa • Latin America Nice to Have • Exposure to: • Investment banking • Private equity • M&A • Finance operations • Experience supporting founders or executives • Familiarity with: • Pitch decks • Data visualization • CRM automations • Experience with operational reporting workflows What a Typical Day Looks Like • Update and organize HubSpot deal pipelines • Send follow-ups and manage deal communications • Maintain accurate CRM notes and task tracking • Prepare Excel reports and deal summaries • Coordinate scheduling for meetings and investor calls • Support leadership with operational and execution-related tasks • Monitor pipeline progress and escalate urgent priorities In short: you’ll ensure deals, follow-ups, and operational workflows stay organized, visible, and moving forward consistently. Key Metrics (KPIs) • CRM accuracy and pipeline organization • Consistency and timeliness of follow-ups • Accuracy and quality of reports and Excel tracking • No missed deal communications or operational gaps • Responsiveness and reliability during EST hours • Leadership confidence in operational execution Why This Role Stands Out • Strong exposure to investment banking and deal environments without heavy modeling pressure • High ownership and visibility with leadership • Opportunity to develop: • Deal operations • CRM management • Pipeline coordination • Finance operations support • Fast-paced, execution-focused environment • Growth opportunities into: • Operations Manager • Deal Operations Lead • Investor Relations Support • Strategic Operations roles 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 tracking moving parts and maintaining structure • Are proactive with follow-ups and communication • Want exposure to investment banking and deal operations This is a strong opportunity to grow in a high-ownership finance operations environment.

Responsibilities

Manage the deal pipeline and CRM organization within HubSpot to ensure all follow-ups and tasks are executed on time. Provide operational support by creating Excel reports, summaries, and coordinating scheduling for investor calls and meetings.