Investment Banking Associate

Investment Banking Associate – Deal Operations & CRM ManagementPosition Type: Full-Time, Remote

Working Hours: EST Business Hours

Location: South Africa & Latin America

About the RoleAt 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 OwnDeal Pipeline & HubSpot CRM ManagementOwn 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 OrganizationBuild 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 work...