Investment Banking Associate (Deal Operations)

TL;DR

Investment Banking Associate (Deal Operations): Managing the deal pipeline and CRM operations to ensure consistent execution and tracking of investor interactions with an accent on HubSpot management and operational coordination. Focus on maintaining deal stages, executing proactive follow-ups, and organizing deal data for leadership visibility.

Location: Remote (Hiring in South Africa & Latin America). Work during EST business hours.

Company

hirify.global is a global talent sourcing company helping businesses find specialized professionals.

What you will do

• Own and manage the deal pipeline inside HubSpot, tracking inbound interest, investor responses, and next steps.
• Execute proactive follow-ups on slow-moving opportunities and manage long sales cycles (6–12+ months).
• Maintain and update Excel tracking sheets, operational dashboards, and clean data summaries.
• Support the preparation of pitch materials, investor updates, and internal deal reports.
• Coordinate scheduling for investor meetings, leadership calls, and deal discussions.
• Ensure no communication or deliverables fall through the cracks by tracking deadlines and operational workflows.

Requirements

• Proven experience with HubSpot CRM, sales pipelines, and deal tracking systems.
• Background in operations, executive support, or finance-related coordination.
• Strong written English communication skills for drafting professional follow-up emails and pipeline updates.
• Intermediate proficiency in Excel or Google Sheets for reporting, templates, and data organization.
• Availability to work during EST business hours.
• Must be based in South Africa or Latin America.

Nice to have

• Exposure to investment banking, private equity, M&A, or finance operations.
• Experience supporting founders, executives, or investor relations workflows.
• Familiarity with pitch decks and CRM automations.

Culture & Benefits

• High ownership and direct visibility with company leadership.
• Exposure to investment banking and professional deal environments.
• Fast-paced, execution-focused remote work environment.
• Clear growth opportunities into Deal Operations Lead or Strategic Operations roles.

Hiring process

• Initial phone screen.
• Video interview with hirify.global recruiter.
• Client interview.
• Offer and background verification.