Deal Process

Overview Join to apply for the Deal Process & Operations Associate role at Ottomatik.io Hi there We are South and our client is looking for a Deal Process & Operations Associate Note To Applicants: 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 Details Seniority level: Mid-Senior level Employment type: Full-time Job function: Administrative Industries: Investment Management #J-18808-Ljbffr