Presentation Specialist
3 days ago
Key Responsibilities
- Prepare and design investment pitchbooks and presentations to support deal sourcing, investor meetings, and internal discussions.
- Develop informative and engaging materials, including Information Memorandums (IMs), industry research reports, deal and peer analysis, company profiles, and discussion documents tailored to specific investment opportunities.
- Gather and analyze financial data and key investment metrics.
- Collaborate with deal teams to ensure presentation/pitchbooks effectively communicate investment theses.
- Ensure accuracy and consistency in data presentation, charts, and visual storytelling.
- Stay updated on private equity trends and best practices in investment materials.
- Work closely with senior analysts, associates, and partners to support deal execution.
Qualifications
- Bachelors degree in finance, Business, Economics, or a related field.
- 2-4 years of experience in investment banking, private equity, or financial research.
- Proficiency in PowerPoint, Excel, and financial modelling tools.
- Excellent attention to detail and ability to present complex data clearly.
- Ability to work in a fast-paced, deadline-driven environment.
- Strong communication and teamwork skills.
Working Conditions
- This position is primarily office-based,
- US/UK shift hours, with flexibility required to meet deadlines or address urgent issues.
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