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Urgent! Deal Process & Operations Associate Job Opening In WorkFromHome – Now Hiring Ottomatik.io

Deal Process & Operations Associate



Job description

Overview

Join to apply for the Deal Process & Operations Associate role at Ottomatik.io .

Eligibility

  • Eligibility: This position is open to candidates residing in Latin America.

  • Application Language: Please submit your CV in English.

    Applications submitted in other languages will not be considered.

  • Professional Presentation: We encourage you to showcase your professional experience by including a Loom video in the application form.

    While this is optional, candidates who provide a video presentation will be given priority.

Role Overview

We are seeking a highly organized and detail-oriented Deal Process & Operations Associate to support our private equity investment team.

This is a process-driven role focused on ensuring end-to-end excellence across the full investment lifecycle.

You will play a key role in managing workflows, tracking due diligence, and supporting deal execution from origination to closing.

This position offers direct exposure to investment decision-making, portfolio management, and board-level strategy.

Key Responsibilities

  • Provide full process support for each deal, from origination through closing, ensuring diligence items are tracked and completed on time.

  • Coordinate NDA reviews with the legal team and manage deal room documentation, providing initial commentary and following up on missing materials.

  • Maintain updated diligence files, tracking systems, and issue logs in real time.

  • Support the investment team with formatting and compiling deal memos, pitches, financial models, and market research.

  • Manage pipeline dashboards and deliver weekly reports on deal status, critical issues, and next steps during Monday meetings.

  • Assist with quarterly portfolio reviews, ensuring investment teams are accountable for company performance vs.

    plan.

  • Contribute to ad hoc projects such as target identification, outreach, and market research for future opportunities.

Requirements

  • 2–3 years of experience in investment banking, public accounting (audit preferred), private equity, venture capital, or corporate development.

  • Strong FP&A skills with exceptional attention to detail and the ability to work with large volumes of unstructured data.

  • Excellent academic and professional track record.

  • Outstanding written and verbal communication skills.

  • Proficiency in Word, Excel, PowerPoint, and Outlook; prior experience with HubSpot or similar CRM is preferred.

  • Familiarity with U.S. technology (TMT) or federal contracting (defense/aerospace) industries is strongly preferred.

  • Ability to work U.S. East Coast hours in a remote, full-time capacity.

Why Join Us?

  • Salary: USD per month
  • Be part of a private equity team with a proven contrarian investment model and long-standing track record of strong returns.

  • Gain uncommon responsibility, mentorship, and exposure to investment leadership and operating advisors.

  • Work directly with senior team members and contribute to board-level strategy and portfolio operations.

  • Build a long-term career in a role designed for process excellence, with opportunities to grow into broader responsibilities.

If this opportunity sounds good to you, send us your resume!

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Required Skill Profession

Gestión Y Dirección



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