Pavago
Staffing and Recruiting
InvestmentBankingAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Investment Banking Associate at Pavago. Skills: Deal pipeline management, CRM management, Deal coordination, Operational execution. Manage deal pipeline. Track inbound interest”
What You'll Achieve.
CRM accuracy; Pipeline organization; Timeliness of follow-ups; Consistency of follow-ups; Reporting accuracy; Operational reliability; No missed communications; No missed task gaps; Responsiveness during EST hours; Leadership confidence
Industry & Context.
Identify operational gaps
What They're Looking For.
Must Have
HubSpot CRM experience, Sales pipelines experience, Deal tracking systems experience, Operations coordination experience, Operations background, Executive support background, CRM management background, Finance support background, Deal coordination background, Written English communication skills, Draft professional follow-up emails, Draft pipeline updates, Draft operational communication, Intermediate Excel skills, Intermediate Google Sheets skills, Attention to detail, Documentation accuracy, Extremely organized, Process-driven, Manage repetitive tracking, Manage follow-up work, Operational ownership, Work independently, Available during EST business hours
Nice to Have
Investment banking exposure, Private equity exposure, M&A exposure, Finance operations exposure, Support founders, Support executives, Investor relations workflows experience, Pitch decks familiarity, CRM automations familiarity, Operational reporting familiarity, Data visualization familiarity
What You'll Do.
Track inbound interest
Track investor responses
Track ongoing follow-ups
Maintain pipeline updates
Send proactive follow-ups
Flag urgent priorities
Ensure leadership visibility
Maintain Excel tracking sheets
Maintain deal reports
Maintain operational dashboards
Prepare pitch materials
Prepare investor updates
Prepare internal reporting
Prepare deal summaries
Coordinate scheduling
Ensure no communication falls
Ensure no deliverable falls
Track follow-up cadences
Track operational workflows
Support leadership with organization
Support leadership with reporting
Support leadership with execution coordination
Improve reporting consistency
Improve operational structure
How You'll Work.
Team & Collaboration
Cross-functional teams; Leadership collaboration
Communication Scope
Professional emails; Pipeline updates; Operational communication; Summaries; Reports; Updates
Process & Methodology
Pipeline management, Task tracking, Deadline tracking, Workflow management
Full Job Description
### **🚀 Investment Banking Associate – Remote | Deal Operations & CRM Management** **Full-Time | Remote | EST Business Hours** 📍 **Hiring in: South Africa & Latin America** ### **💼 About the Role** We’re hiring a highly organized and execution-focused **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 focuses on: * deal pipeline management * CRM organization * follow-ups and execution * reporting and operational coordination * keeping deals moving consistently You’ll work closely with leadership to ensure every: * opportunity * follow-up * communication * task * investor interaction is tracked accurately and executed on time without anything falling through the cracks. If you thrive in: 👉 operational execution 👉 CRM management 👉 deal coordination 👉 structured follow-through this role is a strong fit. ### **🔥 What You’ll Own** ### **Deal Pipeline & CRM Management (Primary Focus)** * Own and manage the deal pipeline inside **HubSpot CRM** * Track: * inbound interest * investor responses * ongoing follow-ups * next steps * Maintain accurate: * deal stages * notes * tasks * reminders * pipeline updates * Send proactive follow-ups on slow-moving opportunities * Manage long sales cycles (**6–12+ months**) with consistency * Flag urgent priorities and ensure leadership visibility ### **Deal Execution & Operational Support** * Maintain and update: * Excel tracking sheets * deal reports * operational dashboards * Organize deal data into: * clean summaries * visual reports * structured updates * Support preparation of: * pitch materials * investor updates * internal reporting * deal summaries * Coordinate scheduling for: * investor meetings * leadership calls * deal discussions ### **Administrative & Coordination Support** * Ensure no: * c
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