
Presentation Specialist Advisor
6 days ago
**Key Responsibilities**
- Develop and design investment materials, including pitchbooks and presentations to support deal sourcing, investor meetings, and internal discussions.
- Create informative and engaging content, such as Information Memorandums (IMs), industry research reports, deal and peer analysis, company profiles, and discussion documents tailored to specific investment opportunities.
- Collect 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 up-to-date on private equity trends and best practices in investment materials.
- Work closely with senior analysts, associates, and partners to support deal execution.
**Qualifications**
- Bachelor's 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 modeling 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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