Investment Banking Associate in Brazil, Indiana at Jobgether
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Job Description
This position is posted by Jobgether on behalf of a partner company. We are currently looking for an Investment Banking Associate in Brazil.
This role offers a unique opportunity to support high-level deal operations and investment workflows in a fully remote and fast-paced environment aligned with EST business hours. Rather than focusing on complex financial modeling or aggressive sales activities, the position centers on operational excellence, CRM management, pipeline coordination, and execution support. You will work closely with leadership to ensure opportunities, communications, and follow-ups remain organized, accurate, and consistently progressing. The role is ideal for highly organized professionals who thrive in process-driven environments and enjoy managing multiple moving parts simultaneously. You will gain valuable exposure to investment banking and finance operations while contributing directly to deal execution and strategic coordination. Strong attention to detail, communication skills, and proactive follow-through will be essential for success in this position.
- Manage and maintain the deal pipeline within HubSpot CRM, ensuring all opportunities, tasks, notes, and next steps remain accurate and up to date.
- Track inbound inquiries, ongoing communications, and long-term follow-up processes across active deal pipelines.
- Coordinate proactive follow-ups and reminders to ensure opportunities continue progressing without delays.
- Prepare and maintain Excel tracking sheets, operational reports, summaries, graphs, and structured updates for leadership visibility.
- Support the preparation of client-facing materials, internal updates, and operational documentation.
- Coordinate scheduling for meetings, investor calls, and deal-related discussions.
- Monitor deadlines, deliverables, and communication workflows to prevent operational gaps or missed follow-ups.
- Provide operational and administrative support across finance and deal coordination processes while helping improve organizational efficiency.
- Experience working with HubSpot CRM, sales pipelines, deal tracking systems, or operational coordination workflows.
- Background in operations support, CRM management, executive assistance, finance support, or deal coordination is highly preferred.
- Strong hands-on experience with HubSpot CRM functionalities including pipeline management, task tracking, and follow-up coordination.
- Intermediate Excel skills with experience in reporting, formatting, templates, and data organization.
- Excellent written English communication skills with the ability to draft professional emails and follow-up communications independently.
- Highly organized, detail-oriented, and capable of managing repetitive tracking and operational tasks with consistency.
- Ability to work independently in a remote environment while maintaining responsiveness during EST business hours.
- Proactive mindset with strong problem-solving and prioritization skills.
- Exposure to investment banking, private equity, M&A, finance operations, CRM automations, or data visualization tools is considered a plus.
- Fully remote work opportunity with flexibility aligned to EST business hours.
- Exposure to investment banking, deal operations, and finance workflows in a high-visibility environment.
- Opportunity to work closely with leadership and gain strong operational ownership.
- Career growth potential into operations, investor relations, or strategic coordination roles.
- Fast-paced and collaborative remote work environment.
- Professional development opportunities in CRM management, finance operations, and pipeline coordination.
- Competitive compensation package based on experience and qualifications.